Step number one

Covers: Steps 1–6

This part focuses on read-only and safe operations. No trading actions here.

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Helpers used in this part

Paths are relative to this page (docs/Examples/Base_example/Step_number_one.md).

• Env & connection diagnostics — see:
• env.md
• diag_connect.md
• Getting familiar with the base API — see:
• Getting_Started.md
• BASE.md
• Under_the_Hood.md

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Prerequisites 🧰

• Python 3.13.x (virtual environment recommended).
• Reachable gRPC endpoint.
• Valid MT5 credentials.

Environment variables used here

Name	Default	Purpose
GRPC_SERVER	mt5.mrpc.pro:443	gRPC backend endpoint
MT5_LOGIN	0	MT5 login
MT5_PASSWORD	""	MT5 password
MT5_SERVER	""	MT5 server name (for ConnectEx)
MT5_SYMBOL	EURUSD	Base symbol for examples
TIMEOUT_SECONDS	90	Deadline for most RPC calls

No trading flags required in this part (RUN_TRADING not used).

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Step 1: one-shot account_summary 📊

Goal: Connect via server_name (ConnectEx) and print key account metrics: equity, balance, margin, free, free_ratio, drawdown, server_time.
Docs: account_summary.md

Method signatures:

ConnectEx(request: ConnectExRequest) -> ConnectExReply
AccountSummary(request: AccountSummaryRequest) -> AccountSummaryReply

Gotchas: Ensure MT5_SERVER is correct; increase TIMEOUT_SECONDS if latency is high.

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Step 2: account_info 🧾

Goal: Demonstrate direct pb2 calls AccountInfo* and safe field extraction.
Docs: account_info_double.md, account_info_integer.md, account_info_string.md

Method signatures (pb):

AccountInfoDouble(request: AccountInfoDoubleRequest) -> AccountInfoDoubleReply
AccountInfoInteger(request: AccountInfoIntegerRequest) -> AccountInfoIntegerReply
AccountInfoString(request: AccountInfoStringRequest) -> AccountInfoStringReply

Gotchas: Some fields may be absent depending on the server — always use safe getters.

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Step 3: Symbols_Market 🏷️

Goal: Ensure the symbol is available and read key attributes.
Docs: SymbolsandMarket_Overview.md

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Step 4: symbol_params_many ⚙️

Goal: Read a compact set of parameters for one/many symbols: spread, tick size/value, lot step and volume limits, etc.
Docs: symbol_params_many.md

Method signatures (pb):

SymbolParamsMany(request: SymbolParamsManyRequest) -> SymbolParamsManyReply

Gotchas: Respect lot_step, min_volume, max_volume when planning trade logic.

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Step 5: opened_orders 🗂️

Goal: Print active pending orders in compact rows.
Docs: opened_orders.md

Method signatures:

OpenedOrders(request: OpenedOrdersRequest) -> OpenedOrdersReply

Gotchas: Normalize times to UTC and handle empty lists gracefully.

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Step 6: opened_orders_tickets 🎟️

Goal: Fetch only tickets of current pending orders (useful for targeted operations later).
Docs: opened_orders_tickets.md

Method signatures:

OpenedOrdersTickets(request: OpenedOrdersTicketsRequest) -> OpenedOrdersTicketsReply

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Step 6f: symbol_info_tick ⏱️

Goal: Get last tick for the symbol.
Docs: symbol_info_tick.md

Method signatures:

SymbolInfoTick(request: SymbolInfoTickRequest) -> SymbolInfoTickRequestReply

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Step 6g: symbol_info_session_quote

Goal: Read current quote session info for the symbol.
Docs: symbol_info_session_quote.md

Method signatures (pb):

SymbolInfoSessionQuote(request: SymbolInfoSessionQuoteRequest) -> SymbolInfoSessionQuoteReply

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Step 6h: symbol_info_session_trade

Goal: Read current trade session info for the symbol.
Docs: symbol_info_session_trade.md

Method signatures:

SymbolInfoSessionTrade(request: SymbolInfoSessionTradeRequest) -> SymbolInfoSessionTradeReply

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Step 6i: symbol_info_margin_rate 🧮

Goal: Read margin rate information for the symbol.
Docs: symbol_info_margin_rate.md

Method signatures:

SymbolInfoMarginRate(request: SymbolInfoMarginRateRequest) -> SymbolInfoMarginRateReply

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Step 6j: symbol_name 🏷️

Goal: Read the canonical symbol name.
Docs: symbol_name.md

Method signatures:

SymbolName(request: SymbolNameRequest) -> SymbolNameReply

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Gotchas

• MT5_SERVER must exactly match the broker’s server string.
• If symbol details return empty values — call symbol_select(SYMBOL, True) first.
• Normalize time to UTC for history endpoints.
• Increase TIMEOUT_SECONDS if you observe high latency.

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How to run this part

PowerShell (Windows):

$env:MT5_LOGIN=1234567
$env:MT5_PASSWORD='pass'
$env:MT5_SERVER='MetaQuotes-Demo'
$env:GRPC_SERVER='mt5.mrpc.pro:443'
python - <<'PY'
import asyncio
# Ensure the shim is applied before any pb2 usage
from examples.common.pb2_shim import apply_patch
apply_patch()

from examples.base_example.lowlevel_walkthrough import main  # entrypoint
asyncio.run(main(only_steps=range(1,9)))  # run steps 1..8 (Step 7 is handled in part two)
PY

Bash:

export MT5_LOGIN=1234567
export MT5_PASSWORD='pass'
export MT5_SERVER="MetaQuotes-Demo"
export GRPC_SERVER="mt5.mrpc.pro:443"
python - <<'PY'
import asyncio
from examples.common.pb2_shim import apply_patch  # comments in English only
apply_patch()

from examples.base_example.lowlevel_walkthrough import main
asyncio.run(main(only_steps=range(1,9)))  # 1..8 (Step 7 is handled in part two)
PY