Terminal management

Step-by-step transcript

1. 0:00

   Keep your terminals organized

   Welcome to terminal management in MetaRPC. We will locate the terminal controls, review the connection form, organize a dedicated demo terminal with a name and group, start and stop it, and find connection diagnostics and usage information. This walkthrough uses one demo terminal so the actions are easy to follow.

2. 0:22

   Find New Terminal

   Sign in and open the control panel. Scroll to Your terminals. The New Terminal button is at the upper right of this section. The search field below the heading filters by login, server, or group, and the platform buttons narrow the list. If a terminal seems missing, check those filters before creating another connection.

3. 0:43

   Choose the platform and broker

   Open New Terminal and choose the platform that matches your account. For our demo, that is MT5. Select the broker server. If you already have a demo account, use its existing login details; you do not need to buy a new demo account for this tutorial. The optional group lets you organize the terminal as soon as it is created.

4. 1:06

   Enter the connection details

   Enter a recognizable name, the broker account login, and the trading account password. Check the exact broker server, including any suffix. The MetaRPC sign-in password and API key do not belong in the broker password field. Review the account details, then choose Start. A successful connection appears in the terminals table. Wait for Connected before opening Web Trader or using the account.

5. 1:33

   Name the terminal clearly

   Give the terminal a name that explains its purpose. Click its current name to edit it, then save the change. Our dedicated account is named Tutorial Demo, Primary. Renaming helps you find the account; it does not change the broker login or move trades between accounts. Check both the friendly name and the numeric login when choosing an action.

6. 1:56

   Create a group

   Enable Group terminals and choose New group. Enter a short name and choose a color, then create the group. We use Tutorial Lab to separate the demonstration terminal from other accounts. Groups organize the control panel. They do not create a copier or establish a trading relationship between the accounts inside them.

7. 2:16

   Move and filter

   Open the terminal’s actions menu, choose Move to group, and select Tutorial Lab. Search for the group name to show only matching terminals. This keeps a busy control panel manageable. You can also search by login or broker server, and use the platform filter to narrow the view further.

8. 2:36

   Start a stopped terminal

   For a stopped terminal, open its actions menu and choose Start. Connection can pass through intermediate states while the service launches and synchronizes with the broker. Do not keep clicking Start while it is working. Wait for the final status. Once Connected appears, choose Trade to open Web Trader, or expand the account details for the other tools.

9. 2:59

   Inspect connection diagnostics

   If the account does not reach Connected, open its details and inspect State Changes Logs. This records the connection sequence and any reported failure. Terminal Journal provides the terminal’s own messages. Compare the timestamp and error with the login and broker server you entered. Avoid creating repeated connections to work around an unresolved credential or server problem.

10. 3:25

    Understand usage

    The Hours column shows the terminal’s accumulated usage and its cost. The pricing section above the table shows your current rate and month-to-date hours. Click the month-to-date hours to open the detailed usage report. Hours add across terminals: two terminals running for ten hours contribute twenty account-hours. The volume slider is an estimate. Expert Advisors and trade copiers have their own billing, which must be checked separately.

11. 3:52

    Stop when you are finished

    When you no longer need this connection, open the terminal’s actions menu and choose Stop. Wait for the row to show Stopped. Stopping a terminal ends that connection and its runtime billing; it is not a command to close broker positions. Review positions and any separate automation before shutting down a terminal. In this recording, all demo trades were closed first.

12. 4:16

    Your terminal is ready for next time

    Our tutorial terminal now shows Stopped and remains easy to find in Tutorial Lab. You can start it again when needed. Use a clear name, search and groups to locate the correct account, check its connection state, and inspect logs before retrying a failed operation. That completes the terminal management workflow.