Account Information

Account-Aware Trading & Safety System

This system allows the AI Trading Agent to understand your account state, protect your capital, and make safe trading decisions — even when markets move fast.

You don’t need to manage rules manually. The agent reads your account, evaluates risk, and acts only when conditions are safe.

What Is Account Information?

Account Information is a real-time snapshot of your trading account.

It includes:

• Balance and equity
• Free margin and margin level
• Leverage
• Open positions and pending orders
• Account type (Hedging or Netting)
• Account status (Live or Demo)

The agent uses this information before every trading action.

Why Account Information Matters

Trading decisions without knowing account limits are dangerous. This system exists to prevent:

• Over-leveraging
• Margin calls
• Accidental over-exposure
• Unsafe scaling
• Removing protections at the wrong time

In short: no trade is placed blindly.

When the Agent Uses Account Information

The agent automatically checks your account when you want to:

• Open a new trade
• Increase or reduce position size
• Modify stop loss or take profit
• Scale into a winning trade
• Reverse or hedge a position
• Trade during volatile conditions

You need to ask for these checks — even they are always on.

Simple Prompts You Can Use

You can ask in plain language.

Examples:

Show my account information so I can review balance, equity, and margin.

Check if I have enough free margin to open a new trade.

Verify my leverage and current margin usage.

Confirm whether this is a live or demo account.

Show how many open positions and pending orders I have.

Before modifying positions, check my equity and margin level.

Get my account info.

Conditional Account Checks (Safety Conditions)

You can attach conditions to your trading requests. The agent will execute the action only if the conditions are met.

Margin-Based Conditions

Examples:

Open a trade only if margin level is above 300%.

Increase volume only if free margin is greater than 1 000 units.

Block the trade if margin level falls below 150%.

Equity & Drawdown Conditions

Examples:

Do not open new positions if drawdown exceeds 5%.”

Allow scaling only if equity is above balance.”

Exposure Conditions

Examples:

Trade only if fewer than 5 positions are open.

Block new trades if total open volume exceeds 3.0 lots.

Account Type Conditions

Examples:

Allow hedging only if the account is Hedging.

Prevent reversing positions on Netting accounts.

Account State Conditions

Examples:

Execute trades only on demo accounts.

Disable high-risk actions on live accounts.

Account-Aware Safety Rules

These are non-negotiable guardrails. They run continuously and override any request if safety is at risk.

Global Safety Rules

The agent will never:

• Let margin level fall below your requested %
• Exceed maximum total exposure
• Scale and reverse the same position at once
• Remove stop loss on high-leverage accounts

Automatic Risk Responses

If conditions worsen, the agent reacts automatically.

Examples:

• Margin below 140% → tighten stop losses
• Drawdown above 8% → disable volume increases
• Free margin below 500 units → block new trades and pending orders

Protection Enforcement

Examples:

• Force stop loss when leverage exceeds 1:100
• Prevent disabling trailing stop once profit exceeds 30 pips

Volatility-Aware Safety

During unstable markets:

• Maximum position size may be reduced by 50%
• Scaling can be temporarily disabled
• High-risk actions are blocked during major news

How the Agent Decides

Every request follows the same strict process.

Step 1: Understand Your Request

Example request:

Add 0.5 lots to position 4821 and move stop to break-even.

The agent identifies:

• What action you want
• Which position it affects
• What changes are requested

Step 2: Read the Current State

The agent checks:

• Your account information
• All open positions
• Current protections (SL, TP, trailing stop)

Step 3: Evaluate Risk

The agent evaluates:

• Margin level and free margin
• Equity vs balance
• Number of open positions
• Total exposure
• Account type and leverage
• Existing protections

Step 4: Resolve Rules

Each condition is checked.

Example outcome:

• Margin level above limit → allowed
• Free margin sufficient → allowed
• Exposure within limits → allowed
• Protection rules respected → allowed

If any check fails, the agent:

• Blocks the action or
• Suggests a safer alternative

Step 5: Execute Safe Actions Only

Only approved actions are executed, such as:

• Increasing or reducing volume
• Adjusting stop loss or trailing stop
• Closing or partially closing positions

Step 6: Post-Action Safety Check

After execution, the agent re-checks:

• Margin level
• Exposure
• Protection presence

If risk increased unexpectedly, the agent corrects it immediately.

Full Natural-Language Example

> Add 0.5 lots to position 4821 only if margin level stays above 300%.
> If margin drops below 200%, cancel the increase and move stop loss to break-even instead.

The agent will:

• Check the account
• Decide whether scaling is safe
• Execute the safest valid option automatically

Compact Expert Prompt Example

> Scale position 4821 by 0.5 lots,
> margin above 300%, free margin above 1 000,
> otherwise break-even stop only.

What Happens When There’s a Conflict?

The agent always follows this priority order:

1. Account safety
2. Risk rules
3. Position integrity
4. User request

If a request violates safety rules, it is not executed — even if explicitly requested.

This is how disciplined, long-term trading is enforced automatically.