mt5-trading-assistant

name

mt5-trading-assistant

description

Comprehensive MetaTrader 5 (MT5) trading automation and monitoring skill. Use when users need to connect to MT5 trading platforms, execute trades, monitor accounts, analyze market data, or automate trading strategies. Triggers: MT5, MetaTrader 5, trading automation, forex trading, gold trading (XAUUSD), automated trading, trading bot, MT5 API, execute trade, buy/sell orders, close positions, stop loss/take profit, account monitoring, real-time quotes, K-line data.

MT5 Trading Assistant

Complete automation suite for MetaTrader 5 trading platforms. Provides tools for account monitoring, trade execution, market analysis, and risk management.

Quick Start

Important: This skill contains example scripts with hardcoded credentials. You MUST modify the configuration before use.

Prerequisites

1. Python 3.7+ with MetaTrader5 package:

   pip install MetaTrader5
   

2. MT5 Desktop Client running and logged into your account

3. AutoTrading enabled in MT5 (press F7 or click traffic light icon)

Basic Usage Example

Check Account Status

python scripts/mt5_check.py

Execute Test Trade

# IMPORTANT: First modify scripts/mt5_buy.py with your account details
python scripts/mt5_buy.py 0.01

Basic Usage

Check Account Status

python scripts/mt5_check.py

Get Market Snapshot

python scripts/mt5_snapshot.py

Execute Trades

# Buy 0.01 lots at market price
python scripts/mt5_buy.py 0.01

# Sell 0.02 lots at specified price 5040.00
python scripts/mt5_sell.py 0.02 5040.00

# Buy with stop loss and take profit
python scripts/mt5_buy.py 0.01 0 5030 5050

Close Positions

# Close all script-managed positions
python scripts/mt5_close_all.py

# Close all positions for a symbol
python scripts/mt5_close_all.py all

# Close specific position by ticket
python scripts/mt5_close_all.py 12345678

Test K-line Data

python scripts/test_mt5_kline.py

Core Features

1. Account Monitoring

• Real-time balance and equity tracking
• Position monitoring with P&L calculation
• Margin and leverage information
• Connection status verification

2. Trade Execution

• Market orders (BUY/SELL)
• Position closing (full/partial)
• Stop loss and take profit management
• Order modification capabilities

3. Market Data

• Real-time bid/ask quotes
• Historical K-line data (M1, M5, H1, D1, etc.)
• Spread monitoring
• Price change calculations

4. Risk Management

• Position size calculation
• Stop loss automation
• Risk percentage limits
• Daily loss limits

Script Reference

mt5_buy.py - Buy Order Execution

python scripts/mt5_buy.py <volume> [price] [stop_loss] [take_profit]

Parameters:

• volume: Lot size (e.g., 0.01 for micro lot)
• price: Optional execution price (0 for market price)
• stop_loss: Optional stop loss price
• take_profit: Optional take profit price

Examples:

# Market buy 0.01 lot
python scripts/mt5_buy.py 0.01

# Limit buy at 5040.00 with SL 5030, TP 5050
python scripts/mt5_buy.py 0.05 5040.00 5030.00 5050.00

mt5_sell.py - Sell Order Execution

python scripts/mt5_sell.py <volume> [price] [stop_loss] [take_profit]

Usage: Same as mt5_buy.py but for sell orders.

mt5_close_all.py - Position Management

python scripts/mt5_close_all.py [command]

Commands:

• No argument: Close script-managed positions (magic 100001/100002)
• all: Close all positions for configured symbol
• <ticket>: Close specific position by ticket number

mt5_check.py - Account Status

python scripts/mt5_check.py

Output: Account information, positions, market data, system status.

mt5_snapshot.py - Market Snapshot

python scripts/mt5_snapshot.py

Output: Concise account and market status with trading commands.

test_mt5_kline.py - Data Validation

python scripts/test_mt5_kline.py

Purpose: Test MT5 connection and data retrieval capabilities.

Configuration - MUST MODIFY BEFORE USE

⚠️ SECURITY WARNING: The example scripts contain hardcoded demo account credentials. You MUST modify these before using with your real account.

Configuration Options

Option 1: Direct Script Modification (Quick)

Edit the configuration section in each script file:

# In scripts/mt5_buy.py, scripts/mt5_sell.py, etc.
ACCOUNT_CONFIG = {
    "login": YOUR_ACCOUNT_NUMBER,      # CHANGE THIS
    "password": "YOUR_PASSWORD",       # CHANGE THIS  
    "server": "YOUR_SERVER_NAME",      # CHANGE THIS
    "symbol": "YOUR_SYMBOL",           # e.g., "XAUUSD" or "XAUUSDm"
}

Option 2: Configuration File (Recommended)

1. Create config.py from template:

   cp references/config_template.py config.py
   

2. Edit config.py:

   MT5_CONFIG = {
       "login": 12345678,              # YOUR MT5 account number
       "password": "your_password",    # YOUR MT5 password
       "server": "YourServer",         # YOUR MT5 server
       "symbol": "XAUUSD",             # Trading symbol
   }
   

3. Uncomment import lines in scripts:

   # Uncomment these lines in each script:
   try:
       from config import MT5_CONFIG
       ACCOUNT_CONFIG.update(MT5_CONFIG)
   except ImportError:
       print("NOTE: config.py not found, using default configuration")
   

Broker-Specific Settings

Exness

MT5_CONFIG = {
    "login": 277528870,
    "password": "your_password",
    "server": "Exness-MT5Trial5",  # Demo server
    "symbol": "XAUUSDm",           # Gold with 'm' suffix
}

IC Markets

MT5_CONFIG = {
    "login": 12345678,
    "password": "your_password", 
    "server": "ICMarkets-MT5",
    "symbol": "XAUUSD",            # Standard symbol
}

Common Issues & Solutions

Connection Problems

Error: Initialize failed or Login failed Solution:

1. Ensure MT5 desktop client is running and logged in
2. Verify account credentials in config.py
3. Check server name matches MT5 client
4. Enable AutoTrading in MT5 (F7 key)

Trading Issues

Error: AutoTrading disabled by client Solution: Click the AutoTrading button (traffic light) in MT5 toolbar

Error: Invalid symbol Solution: Check symbol name in MT5 client, note broker-specific suffixes

Performance Issues

Slow execution: Reduce refresh intervals, close unused charts Connection drops: Check internet stability, restart MT5 client

Advanced Usage

Custom Strategies

Create strategy scripts by importing MT5 functions:

import MetaTrader5 as mt5
from config import MT5_CONFIG

def moving_average_strategy():
    """Simple moving average crossover strategy"""
    # Initialize MT5
    mt5.initialize()
    mt5.login(MT5_CONFIG["login"], MT5_CONFIG["password"], server=MT5_CONFIG["server"])
    
    # Get historical data
    rates = mt5.copy_rates_from(MT5_CONFIG["symbol"], mt5.TIMEFRAME_H1, datetime.now(), 100)
    
    # Calculate indicators
    # ... strategy logic ...
    
    # Execute trades
    # ... order execution ...
    
    mt5.shutdown()

Risk Management Integration

from config import MT5_CONFIG

def calculate_position_size(risk_percent=0.02, stop_loss_pips=20):
    """Calculate position size based on risk"""
    account = mt5.account_info()
    risk_amount = account.balance * risk_percent
    
    # Get point value
    symbol_info = mt5.symbol_info(MT5_CONFIG["symbol"])
    point_value = symbol_info.trade_tick_value
    
    # Calculate lot size
    risk_per_pip = risk_amount / stop_loss_pips
    lot_size = risk_per_pip / point_value
    
    return min(lot_size, MT5_CONFIG.get("max_lot_size", 1.0))

Monitoring Dashboard

Create a simple monitoring script:

#!/usr/bin/env python3
"""
MT5 Trading Dashboard
Refreshes every 10 seconds with account status
"""

import time
from datetime import datetime
import MetaTrader5 as mt5
from config import MT5_CONFIG

def dashboard():
    while True:
        # Clear screen
        print("\n" * 50)
        
        # Get current time
        print(f"MT5 Dashboard - {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}")
        print("=" * 60)
        
        # Get account data
        mt5.initialize()
        mt5.login(MT5_CONFIG["login"], MT5_CONFIG["password"], server=MT5_CONFIG["server"])
        
        # Display data
        account = mt5.account_info()
        if account:
            print(f"Account: {account.login} | Equity: ${account.equity:.2f}")
            print(f"Balance: ${account.balance:.2f} | Margin: ${account.margin:.2f}")
        
        # Get positions
        positions = mt5.positions_get(symbol=MT5_CONFIG["symbol"])
        if positions:
            print(f"\nPositions: {len(positions)}")
            for pos in positions:
                pnl = "+" if pos.profit > 0 else ""
                print(f"  {pos.ticket}: {pos.symbol} {pos.volume} lots | P&L: {pnl}${pos.profit:.2f}")
        
        mt5.shutdown()
        
        print("\n" + "=" * 60)
        print("Next update in 10 seconds (Ctrl+C to stop)")
        
        time.sleep(10)

if __name__ == "__main__":
    try:
        dashboard()
    except KeyboardInterrupt:
        print("\nDashboard stopped")

Security Best Practices

1. Never hardcode passwords - Use config.py or environment variables
2. Use environment variables for production:

   import os
   MT5_CONFIG = {
       "login": os.getenv("MT5_LOGIN"),
       "password": os.getenv("MT5_PASSWORD"),
       "server": os.getenv("MT5_SERVER"),
   }
   

3. Set file permissions: chmod 600 config.py
4. Add to .gitignore: echo "config.py" >> .gitignore
5. Regular password rotation: Change passwords every 30-90 days

Resources

Reference Files

• references/config_template.py - Configuration template
• references/setup_guide.md - Complete setup instructions

External Resources

• MetaTrader5 Python Documentation
• MT5 API Reference
• Exness API Guide
• IC Markets API

Support

For issues:

1. Check references/setup_guide.md for troubleshooting
2. Verify MT5 client is running with AutoTrading enabled
3. Test connection with python scripts/test_mt5_kline.py
4. Check account credentials in config.py

Common solutions:

• Restart MT5 client
• Re-enable AutoTrading (F7)
• Verify internet connection
• Check broker server status