Trade Environment Check: account mode, symbol trading rules and open positions in one report - MetaTrader 5용 스크립트

Many "the EA does not work" cases are not bugs in the EA at all: AutoTrading is off, the account is netting while the robot expects hedging, the broker rejects the filling mode, a stop sits inside the stops level, or the lot is not a multiple of the volume step. TradeEnvCheck is a script that collects all of that in one report, so you can see it before you install a robot, and so a developer can see it before writing one.

Run it once on a chart of the symbol you care about. It prints the report to the Experts log, shows a short summary on the chart and saves the full text as MQL5\Files\TradeEnvCheck_<symbol>.txt. The script only reads account, symbol, position and order information; it never trades, modifies or closes anything.

What the report contains

Account

• server, company, currency, leverage, account type (demo, contest, real);
• margin mode, with a one-line explanation: hedging (several positions per symbol, each with its own SL and TP) or netting (one net position per symbol, opposite deals reduce or reverse it);
• the four trading permissions that all have to be on: account, Expert Advisors on the account, AutoTrading in the terminal, and the program itself;
• margin call and stop out levels.

Symbol

• trade mode (full, long only, short only, close only, disabled), execution mode (Market, Instant, Request, Exchange), profit calculation mode;
• digits, point, tick size, tick value, contract size;
• the filling modes the symbol accepts and the one to use in OrderSend, chosen the same way CTrade::SetTypeFillingBySymbol does;
• allowed order types (market, limit, stop, stop-limit, SL, TP, close-by) and expiration modes;
• stops level, freeze level and the current spread;
• minimum, step, maximum and per-symbol volume limit;
• swap mode, long and short swap, the triple-swap day;
• on hedging accounts, the hedged margin rate.

Open on the symbol

• the number of positions, their total long and short volume and the number of pending orders;
• one line per position and order with ticket, type, volume, open price, SL, TP and magic number.

Checklist: what an Expert Advisor must handle here

A list of [OK], [NOTE] and [WARN] lines written in plain words, for example:

• hedging: close, modify and count positions by ticket, because PositionSelect(symbol) returns only one of them; a warning if several positions are already open;
• netting: at most one position per symbol, SL and TP belong to the net position;
• which permission is missing, if any;
• the filling type to send, and the error code you get with the wrong one (10030);
• how far stops must be from the price (10016) and what the freeze level blocks;
• the volume rules (10014) and the volume limit;
• what the execution mode means for the price in a request and for requotes;
• the swap you pay or earn overnight.

An excerpt of the report from a demo hedging account, XAUUSD:

Margin mode: HEDGING - several positions may be open on one symbol at the same time, each with its own Stop Loss and Take Profit Trading allowed: account yes, Expert Advisors on this account yes, terminal AutoTrading off, this program no Filling modes allowed: FOK IOC -> use ORDER_FILLING_FOK (the same choice CTrade::SetTypeFillingBySymbol makes) Stops level 0 points, freeze level 0 points, spread now 25 points Volume: min 0.01, step 0.01, max 100.00, limit per symbol none --- What an Expert Advisor must handle here --- [NOTE] Hedging account: close, modify and count positions by ticket (PositionGetTicket / PositionSelectByTicket). PositionSelect("XAUUSD") returns only one of the positions on the symbol. [WARN] AutoTrading is switched off in the terminal: no EA can trade until it is turned on. [NOTE] Send market orders with ORDER_FILLING_FOK; a filling type the symbol does not allow is rejected with 'Unsupported filling mode' (10030). [NOTE] Lots must be between 0.01 and 100.00 in steps of 0.01; normalise the volume before sending or the request fails with 'Invalid volume' (10014).

The screenshot shows the on-chart summary of the same run; the full report goes to the Experts log and to the text file.

Inputs

• Show the summary on the chart (Comment).
• List open positions and pending orders on this symbol.
• Save the report to MQL5\Files\TradeEnvCheck_<symbol>.txt.
• Hide the account number in the report (on by default, so the file can be shared).

Typical use

• Before ordering a robot on Freelance, run the script on the symbol and attach the text file to the order: the developer then knows whether the account is hedging or netting, which filling mode the broker takes and what the stop and volume rules are.
• Before installing an EA on a new broker, run it and compare the checklist with what the EA assumes.
• When an EA reports 10030, 10016 or 10014, run it and read the matching line.

Compiled with MetaTrader 5 build 6182, 0 errors and 0 warnings.