MT5SymbolsManager - MT5 Symbol & Group Management Tool

MT5SymbolsManager - MT5 Symbol & Group Management Tool
1. Project Type
[To be filled]
2. Full Functional Description
MT5SymbolsManager is a powerful administrative tool for MetaTrader 5 server operators. Built on the MT5 Manager and Admin API, it provides comprehensive capabilities for managing trading symbols and groups on MT5 servers. The tool streamlines complex server configuration tasks such as batch symbol setup, volume parameter configuration, and group management, saving hours of manual work through an intuitive graphical interface.
2.1 Symbol & Group Management
Comprehensive tools for organizing and managing trading symbols across groups.
Key Features:
Hierarchical Symbol View: Display all symbols organized by groups in an intuitive tree view, making navigation and selection effortless.
Bulk Selection: Select individual symbols, entire groups, or all symbols at once with convenient checkbox controls.
Group Configuration: View and modify group settings including symbol paths, trading permissions, and volume parameters.
Real-Time Server Sync: Changes are applied directly to the MT5 server in real-time, with immediate feedback on success or failure.
Use Cases:
Broker administrators managing multiple trading groups
Risk managers configuring symbol availability
Operations teams performing bulk server updates
2.2 Volume Parameter Configuration
Fine-grained control over trading volume limits for each symbol and group.
Key Features:
Minimum Volume Setting: Set the minimum lot size that clients can trade, controlling entry barriers for each symbol.
Volume Step Configuration: Define the lot size increment (step), determining the precision of position sizing.
Maximum Volume Limits: Set maximum single-order volume limits to manage risk exposure per trade.
Position Limit Control: Configure total position limits per symbol, preventing excessive concentration risk.
2.3 Batch Operations
Efficient bulk operations for managing large numbers of symbols.
Key Features:
CSV Import/Export: Import symbol configurations from CSV files, enabling bulk setup and easy backup of settings.
Group-Wide Updates: Apply volume parameter changes to all symbols in selected groups with a single operation.
Symbol Path Management: Add or remove symbol paths across multiple groups simultaneously.
Ban List Support: Import ban lists to quickly disable trading on specific symbols across all groups.
2.4 Trading Mode Control
Control trading permissions at the symbol level.
Key Features:
Disabled Mode: Completely disable trading on specific symbols, blocking all order types.
Long Only Mode: Allow only buy orders, useful for symbols where short selling should be restricted.
Short Only Mode: Allow only sell orders, enabling controlled short-selling environments.
Close Only Mode: Allow only position closing, useful during market events or symbol delisting.
Full Access Mode: Enable all trading operations including buy, sell, and modifications.
2.5 External Data Integration
Connect to external market data sources for symbol information.
Key Features:
Polygon.io API Integration: Connect to Polygon.io for comprehensive market data and symbol listings.
Symbol List Retrieval: Fetch complete lists of available stocks, forex pairs, and other instruments from external sources.
Historical Data Access: Retrieve OHLC bar data for any timeframe and date range for analysis and verification.
Batch Data Queries: Execute grouped market data queries to efficiently gather information on multiple symbols.
2.6 MT5 Manager & Admin API
Deep integration with official MetaTrader 5 server APIs.
Key Features:
Manager API Connection: Secure connection to MT5 servers using Manager API credentials.
Admin API Operations: Full access to administrative functions for server configuration changes.
Multi-Version Support: Compatible with multiple MT5 server versions (3540, 4410, 5222+).
Comprehensive Logging: Detailed logging of all operations for audit trails and troubleshooting.
2.7 Professional User Interface
Intuitive Windows application designed for efficient server administration.
Key Features:
TreeView Symbol Browser: Navigate symbols and groups with expandable tree structure and checkbox selection.
Double-Buffered Display: Smooth UI rendering even when displaying large numbers of symbols.
Operation Progress Feedback: Real-time status updates and logging during batch operations.
Configuration Persistence: Save and load connection settings and preferences between sessions.
3. Prospective Pricing
Pricing Notes:
Binary version: Ready-to-use tool for immediate deployment.
Source code version: Full customization for integration with existing admin systems.
MT5 Manager/Admin API license from MetaQuotes required separately.
Prices are reference only and subject to negotiation.
[Note: To be filled by sales team based on market positioning]