Account Details

The Account Details Dialog provides a comprehensive view of your MetaTrader account's current state, connection health, and configuration. It is your go-to place for understanding exactly what is happening with your trading account.

Opening Account Details

Access the Account Details Dialog from two locations:

1. Accounts page -- Click on any account card at /dashboard/accounts
2. Account Context Bar -- Click the account info in the dashboard header

Account Summary

The top section of the dialog displays your account's vital statistics at a glance:

Field	Description
Account Name	Your MetaTrader account identifier (account number)
Account Type	Demo, Live, or Prop Firm
Broker	The name of your brokerage
Server	The specific MetaTrader server your account connects to

Financial Metrics

The financial section shows real-time account data pulled from your broker:

Balance

Your current account balance -- the total amount of money in your account excluding any floating profit or loss from open positions. This number only changes when a trade closes or you deposit/withdraw funds.

Equity

Your current equity -- balance plus or minus the floating P&L of all open positions. Equity changes in real-time as the market moves. This is the true measure of your account's current value.

Margin Level

The ratio of equity to used margin, expressed as a percentage. This is a critical risk indicator:

Margin Level	Status
> 500%	Comfortable -- plenty of room
200-500%	Normal -- healthy trading conditions
100-200%	Caution -- approaching limits
< 100%	Danger -- margin call territory

Margin Call Risk

If your margin level drops below your broker's minimum requirement (typically 50-100%), your broker may start closing positions automatically. TTMT's Recovery Guidance warns you at 10%, 20%, and 40% drawdown levels before this happens.

Free Margin

The amount of margin available for opening new positions. Calculated as equity minus used margin. When free margin reaches zero, no new trades can be opened.

Active Trades

The number of currently open positions managed by TTMT on this account. This count is displayed on both the account card and the details dialog.

Connection Information

The connection section provides diagnostic details about your broker connection:

Connection Health

A three-level indicator showing the current state of the connection:

• Connected (Green) -- Everything is working. Data flows in real-time.
• Degraded (Yellow) -- Connection established but experiencing latency or sync delays.
• Disconnected (Red) -- No active connection. Trades cannot be executed.

Connection Credentials Status

Shows whether your secure connection credentials are valid. Credentials are refreshed automatically on a regular basis. You will never see the actual credentials -- TTMT only shows their status:

• Valid -- Credentials are current and functional
• Expiring -- Credentials will be refreshed soon
• Invalid -- Credentials have expired or been revoked (reconnection needed)

Security by Design

Your actual connection credentials are never displayed in the UI. They are encrypted and stored securely, only used by your service instance when needed. This ensures that even if someone gains access to your TTMT dashboard, they cannot extract your trading credentials.

Symbol List

The details dialog includes a list of all trading symbols discovered on your broker account. This list is populated during the initial connection and can be refreshed on demand.

What the Symbol List Shows

• Available instruments -- Every symbol your broker offers on this account
• Mapping status -- Whether each symbol is mapped to a standard name used by signal providers
• Asset class -- Category of each symbol (Forex, Metals, Indices, Crypto, etc.)

Refreshing Symbols

If your broker adds or removes instruments, click the Refresh Symbols action to re-scan. TTMT runs migration validation to ensure existing mappings remain correct after a refresh.

Account Card vs. Details Dialog

The account card and details dialog show different levels of information:

Information	Account Card	Details Dialog
Account name & type	Yes	Yes
Balance & equity	Yes	Yes
Margin level	Yes	Yes
Active trades count	Yes	Yes
Connection health	Yes	Yes
Free margin	No	Yes
Broker & server	No	Yes
Connection credentials status	No	Yes
Full symbol list	No	Yes
Disconnect option	No	Yes

The card is designed for quick glances -- are things healthy? The dialog is for investigation -- why is something not working?

Disconnecting

The details dialog includes the Disconnect option for removing the account from TTMT. Before disconnecting, consider:

1. Close or transfer open positions -- TTMT will stop managing any open trades on the account
2. Check channel assignments -- All assignments to this account will be removed
3. Export any needed data -- Trade history for this account will no longer update

See Single Account Setup for the full disconnection process.

Troubleshooting

Stale Data

If the balance or equity appears outdated:

• Check the connection health indicator -- a degraded or disconnected state means data is not updating
• The connection status in the header indicates whether TTMT's data is current
• A staleness warning banner appears automatically when sync is delayed

Connection Drops

Frequent disconnections may indicate:

• Broker server instability (common during weekends or maintenance windows)
• MetaTrader password changes (you will need to reconnect)
• Network issues between TTMT and your broker

TTMT automatically recovers from most connection drops. If the issue persists, try disconnecting and reconnecting the account.

Related Pages

• Single Account Setup -- Connecting and disconnecting accounts
• Multi-Account Management -- Managing multiple accounts
• Symbol Mapping -- Understanding symbol discovery and mapping
• Accounts Overview -- Security architecture and credential management