[codex] Add generic MT5 SDK and SQLite rate loader (#19)

* Add generic MT5 SDK and SQLite rate loader

* Fix MT5 latest rates connection reuse

* Make MT5 summary export safe

* Address PR review feedback for SDK and SQLite rate loader.

Reuse parse_sqlite_timestamp for rate time parsing, document empty-table
errors, tighten tests, and align docs with require_existing=True.

Co-authored-by: Cursor <cursoragent@cursor.com>

---------

Co-authored-by: Cursor <cursoragent@cursor.com>

README.md

@@ -13,6 +13,7 @@ Built on top of [pdmt5](https://github.com/dceoy/pdmt5), a pandas-based data han
 - **Comprehensive data access**: Rates, ticks, account info, symbols, orders, positions, and trading history
 - **Flexible timeframes**: Named timeframes (M1, H1, D1, etc.) and numeric values
 - **Connection management**: Optional credentials, server, and timeout configuration
+- **SQLite rate loading**: Load mt5cli-managed rate tables/views for offline workflows
 
 ## Installation
 
@@ -50,30 +51,33 @@ python -m mt5cli -o account.csv account-info
 
 ## Commands
 
-| Command            | Description                                                                                                  |
-| ------------------ | ------------------------------------------------------------------------------------------------------------ |
-| `rates-from`       | Export rates from a start date                                                                               |
-| `rates-from-pos`   | Export rates from a start position                                                                           |
-| `rates-range`      | Export rates for a date range                                                                                |
-| `ticks-from`       | Export ticks from a start date                                                                               |
-| `ticks-range`      | Export ticks for a date range                                                                                |
-| `ticks-recent`     | Export ticks from a recent trailing window                                                                   |
-| `account-info`     | Export account information                                                                                   |
-| `terminal-info`    | Export terminal information                                                                                  |
-| `version`          | Export MetaTrader 5 version information                                                                      |
-| `last-error`       | Export the last error information                                                                            |
-| `symbols`          | Export symbol list                                                                                           |
-| `symbol-info`      | Export symbol details                                                                                        |
-| `symbol-info-tick` | Export the last tick for a symbol                                                                            |
-| `minimum-margins`  | Export minimum-volume buy and sell margin requirements                                                       |
-| `market-book`      | Export market depth (order book)                                                                             |
-| `orders`           | Export active orders                                                                                         |
-| `positions`        | Export open positions                                                                                        |
-| `history-orders`   | Export historical orders                                                                                     |
-| `history-deals`    | Export historical deals                                                                                      |
-| `order-check`      | Check funds sufficiency for a trade request                                                                  |
-| `order-send`       | Send a trade request to the trade server (`--yes` required)                                                  |
-| `collect-history`  | Bundle rates, ticks, history-orders, and history-deals for one or more symbols into a single SQLite database |
+| Command                | Description                                                                                                  |
+| ---------------------- | ------------------------------------------------------------------------------------------------------------ |
+| `rates-from`           | Export rates from a start date                                                                               |
+| `rates-from-pos`       | Export rates from a start position                                                                           |
+| `latest-rates`         | Export latest rates from a start position                                                                    |
+| `rates-range`          | Export rates for a date range                                                                                |
+| `ticks-from`           | Export ticks from a start date                                                                               |
+| `ticks-range`          | Export ticks for a date range                                                                                |
+| `ticks-recent`         | Export ticks from a recent trailing window                                                                   |
+| `account-info`         | Export account information                                                                                   |
+| `terminal-info`        | Export terminal information                                                                                  |
+| `version`              | Export MetaTrader 5 version information                                                                      |
+| `last-error`           | Export the last error information                                                                            |
+| `symbols`              | Export symbol list                                                                                           |
+| `symbol-info`          | Export symbol details                                                                                        |
+| `symbol-info-tick`     | Export the last tick for a symbol                                                                            |
+| `minimum-margins`      | Export minimum-volume buy and sell margin requirements                                                       |
+| `market-book`          | Export market depth (order book)                                                                             |
+| `orders`               | Export active orders                                                                                         |
+| `positions`            | Export open positions                                                                                        |
+| `history-orders`       | Export historical orders                                                                                     |
+| `history-deals`        | Export historical deals                                                                                      |
+| `recent-history-deals` | Export historical deals from a recent trailing window                                                        |
+| `mt5-summary`          | Export terminal/account status summary                                                                       |
+| `order-check`          | Check funds sufficiency for a trade request                                                                  |
+| `order-send`           | Send a trade request to the trade server (`--yes` required)                                                  |
+| `collect-history`      | Bundle rates, ticks, history-orders, and history-deals for one or more symbols into a single SQLite database |
 
 Use `order-check` to validate a request payload before running `order-send --yes`.
 
@@ -130,6 +134,7 @@ update_history_with_config(
 - **`rates` table**: normalized storage with `symbol` and `timeframe` columns.
 - **Rate compatibility views**: mt5cli manages all `rate_*` views. Naming is `rate_<symbol>__<timeframe>` when a symbol has one timeframe, otherwise `rate_<symbol>__<granularity>_<timeframe>` (for example `rate_EURUSD__M1_1`). Stale `rate_*` views are dropped and recreated when rates change for offline tools such as mteor optimize.
 - **Rate view resolution**: use `mt5cli.history.resolve_rate_view_name()` / `resolve_rate_view_names()` to map symbols and granularities to existing SQLite compatibility views without creating databases.
+- **Rate view loading**: use `load_rate_data()` / `load_rate_data_from_connection()` to load a SQLite rate table or view into a `DatetimeIndex` DataFrame.
 - **SQLite export helpers**: use `export_dataframe_to_sqlite()` for append mode, optional index export, and post-write deduplication by key columns.
 - **Recent ticks and margins**: `recent_ticks()` and `minimum_margins()` SDK helpers (and matching CLI commands) cover common downstream read-only queries.
 

docs/api/history.md

@@ -164,3 +164,22 @@ Resolution rules:
 - Pass `require_existing=True` to raise `ValueError` instead of returning a
   best-guess name when the database or view is missing.
 - Accepts either a SQLite path or an open `sqlite3.Connection`.
+
+### Rate data loading
+
+Use `load_rate_data()` to load a table or view from a SQLite path, or
+`load_rate_data_from_connection()` when you already have a connection:
+
+```python
+from pathlib import Path
+
+from mt5cli import load_rate_data
+from mt5cli.history import resolve_rate_view_name
+
+view = resolve_rate_view_name(Path("history.db"), "EURUSD", "M1", require_existing=True)
+rates = load_rate_data(Path("history.db"), view, count=1000)
+```
+
+The loader accepts close-based OHLC rate data or tick-like bid/ask data. It
+validates that `time` exists, parses timestamps with pandas, and returns a
+DataFrame indexed by ascending `DatetimeIndex` named `time`.

docs/index.md

@@ -13,6 +13,7 @@ mt5cli is a CLI application that exports MetaTrader 5 trading data to multiple f
 - **Comprehensive data access**: Rates, ticks, account info, symbols, orders, positions, and trading history
 - **Flexible timeframes**: Named timeframes (M1, H1, D1, etc.) and numeric values
 - **Connection management**: Optional credentials, server, and timeout configuration
+- **SQLite rate loading**: Load mt5cli-managed rate tables/views for offline workflows
 
 ## Installation
 
@@ -34,6 +35,7 @@ from mt5cli import (
     copy_rates_range,
     export_dataframe,
     export_dataframe_to_sqlite,
+    load_rate_data,
     minimum_margins,
     recent_ticks,
 )
@@ -49,7 +51,8 @@ rates = copy_rates_range(
 export_dataframe(rates, Path("rates.csv"), "csv")
 
 # Resolve SQLite rate compatibility views for downstream tools
-view = resolve_rate_view_name(Path("history.db"), "EURUSD", "M1")
+view = resolve_rate_view_name(Path("history.db"), "EURUSD", "M1", require_existing=True)
+offline_rates = load_rate_data(Path("history.db"), view, count=1000)
 
 # Recent tick window and minimum margin summary
 ticks = recent_ticks("EURUSD", seconds=300)
@@ -59,6 +62,9 @@ margins = minimum_margins("EURUSD")
 with Mt5CliClient(login=12345, password="secret", server="Broker-Demo") as client:
     account = client.account_info()
     positions = client.positions()
+    latest = client.latest_rates("EURUSD", "M1", count=100)
+    summary = client.mt5_summary()
+    summary_table = client.mt5_summary_as_df()
 
 # Bulk SQLite collection (same behavior as the collect-history CLI command)
 collect_history(
@@ -74,6 +80,8 @@ collect_history(
 
 Timeframes, tick flags, and ISO 8601 date strings are accepted wherever noted in the SDK API.
 
+`Mt5CliClient.mt5_summary()` returns the SDK structured form as plain nested Python values. Use `Mt5CliClient.mt5_summary_as_df()` when you need a one-row DataFrame for export. The `mt5-summary` CLI command uses this tabular form, so nested terminal/account fields are JSON-encoded strings that are safe for CSV, JSON, Parquet, and SQLite output.
+
 ## Quick Start
 
 ```bash
@@ -104,6 +112,7 @@ mt5cli --login 12345 --password mypass --server MyBroker-Demo \
 | ---------------- | ---------------------------------- |
 | `rates-from`     | Export rates from a start date     |
 | `rates-from-pos` | Export rates from a start position |
+| `latest-rates`   | Export latest rates                |
 | `rates-range`    | Export rates for a date range      |
 
 ### Ticks
@@ -130,14 +139,16 @@ mt5cli --login 12345 --password mypass --server MyBroker-Demo \
 
 ### Trading
 
-| Command          | Description                                                 |
-| ---------------- | ----------------------------------------------------------- |
-| `orders`         | Export active orders                                        |
-| `positions`      | Export open positions                                       |
-| `history-orders` | Export historical orders                                    |
-| `history-deals`  | Export historical deals                                     |
-| `order-check`    | Check funds sufficiency for a trade request                 |
-| `order-send`     | Send a trade request to the trade server (`--yes` required) |
+| Command                | Description                                                 |
+| ---------------------- | ----------------------------------------------------------- |
+| `orders`               | Export active orders                                        |
+| `positions`            | Export open positions                                       |
+| `history-orders`       | Export historical orders                                    |
+| `history-deals`        | Export historical deals                                     |
+| `recent-history-deals` | Export historical deals from a trailing window              |
+| `mt5-summary`          | Export terminal/account status summary                      |
+| `order-check`          | Check funds sufficiency for a trade request                 |
+| `order-send`           | Send a trade request to the trade server (`--yes` required) |
 
 Use `order-check` to validate a request payload before running `order-send --yes`.
 

mt5cli/__init__.py

@@ -2,11 +2,13 @@
 
 from importlib.metadata import version
 
+from .history import load_rate_data, load_rate_data_from_connection
 from .sdk import (
     Mt5CliClient,
     account_info,
     build_config,
     collect_history,
+    collect_latest_rates,
     copy_rates_from,
     copy_rates_from_pos,
     copy_rates_range,
@@ -15,10 +17,14 @@ from .sdk import (
     history_deals,
     history_orders,
     last_error,
+    latest_rates,
     market_book,
     minimum_margins,
+    mt5_summary,
+    mt5_summary_as_df,
     orders,
     positions,
+    recent_history_deals,
     recent_ticks,
     symbol_info,
     symbol_info_tick,
@@ -47,6 +53,7 @@ __all__ = [
     "account_info",
     "build_config",
     "collect_history",
+    "collect_latest_rates",
     "copy_rates_from",
     "copy_rates_from_pos",
     "copy_rates_range",
@@ -58,11 +65,17 @@ __all__ = [
     "history_deals",
     "history_orders",
     "last_error",
+    "latest_rates",
+    "load_rate_data",
+    "load_rate_data_from_connection",
     "market_book",
     "minimum_margins",
+    "mt5_summary",
+    "mt5_summary_as_df",
     "mt5_version",
     "orders",
     "positions",
+    "recent_history_deals",
     "recent_ticks",
     "symbol_info",
     "symbol_info_tick",

mt5cli/cli.py

@@ -222,6 +222,31 @@ def rates_from_pos(
     )
 
 
+@app.command()
+def latest_rates(
+    ctx: typer.Context,
+    symbol: Annotated[str, typer.Option(help="Symbol name.")],
+    timeframe: Annotated[
+        int,
+        typer.Option(
+            click_type=TIMEFRAME_TYPE,
+            help="Timeframe.",
+        ),
+    ],
+    count: Annotated[int, typer.Option(help="Number of records.")],
+    start_pos: Annotated[
+        int,
+        typer.Option(help="Start position (0 = current bar)."),
+    ] = 0,
+) -> None:
+    """Export latest rates from a start position."""
+    client = _sdk_client(ctx)
+    _execute_export(
+        ctx,
+        lambda: client.latest_rates(symbol, timeframe, count, start_pos=start_pos),
+    )
+
+
 @app.command()
 def rates_range(
     ctx: typer.Context,
@@ -475,6 +500,37 @@ def history_deals(
     )
 
 
+@app.command()
+def recent_history_deals(
+    ctx: typer.Context,
+    hours: Annotated[float, typer.Option(help="Lookback window in hours.")],
+    date_to: Annotated[
+        datetime | None,
+        typer.Option(click_type=DATETIME_TYPE, help="Window end date."),
+    ] = None,
+    group: Annotated[str | None, typer.Option(help="Group filter.")] = None,
+    symbol: Annotated[str | None, typer.Option(help="Symbol filter.")] = None,
+) -> None:
+    """Export historical deals from a recent trailing window."""
+    client = _sdk_client(ctx)
+    _execute_export(
+        ctx,
+        lambda: client.recent_history_deals(
+            hours,
+            date_to=date_to,
+            group=group,
+            symbol=symbol,
+        ),
+    )
+
+
+@app.command()
+def mt5_summary(ctx: typer.Context) -> None:
+    """Export a compact terminal/account status summary."""
+    client = _sdk_client(ctx)
+    _execute_export(ctx, client.mt5_summary_as_df)
+
+
 @app.command()
 def version(ctx: typer.Context) -> None:
     """Export MetaTrader5 version information."""

mt5cli/history.py

@@ -6,7 +6,7 @@ import logging
 import sqlite3
 from datetime import UTC, datetime
 from pathlib import Path
-from typing import TYPE_CHECKING, Literal
+from typing import TYPE_CHECKING, Literal, cast
 
 import pandas as pd
 
@@ -126,6 +126,14 @@ def build_rate_view_name(
 SqliteConnOrPath = sqlite3.Connection | Path | str
 
 
+def _require_non_empty_identifier(identifier: str, kind: str) -> str:
+    value = identifier.strip()
+    if not value:
+        msg = f"SQLite {kind} name must not be empty."
+        raise ValueError(msg)
+    return value
+
+
 def _open_history_connection(
     conn_or_path: SqliteConnOrPath,
 ) -> tuple[sqlite3.Connection | None, bool]:
@@ -144,6 +152,133 @@ def _open_history_connection(
     return conn, True
 
 
+def _open_existing_sqlite_database(
+    conn_or_path: SqliteConnOrPath,
+) -> tuple[sqlite3.Connection, bool]:
+    """Open a read-only SQLite database or reuse an existing connection.
+
+    Returns:
+        Tuple of connection and whether the caller should close it.
+
+    Raises:
+        ValueError: If the database path does not exist or is not a file.
+    """
+    if isinstance(conn_or_path, sqlite3.Connection):
+        return conn_or_path, False
+    path = Path(conn_or_path)
+    if not path.exists():
+        msg = f"SQLite database not found: {path}"
+        raise ValueError(msg)
+    if not path.is_file():
+        msg = f"SQLite database path is not a file: {path}"
+        raise ValueError(msg)
+    conn = sqlite3.connect(f"{path.resolve().as_uri()}?mode=ro", uri=True)
+    return conn, True
+
+
+def _validate_rate_load_request(table: str, count: int | None) -> str:
+    table_name = _require_non_empty_identifier(table, "table or view")
+    if count is not None and count <= 0:
+        msg = "count must be positive when provided."
+        raise ValueError(msg)
+    return table_name
+
+
+def _ensure_rate_columns(columns: set[str], table: str) -> None:
+    if not columns:
+        msg = f"SQLite table or view not found: {table}"
+        raise ValueError(msg)
+    if "time" not in columns:
+        msg = f"SQLite table or view {table!r} must include a time column."
+        raise ValueError(msg)
+    if "close" not in columns and not {"ask", "bid"}.issubset(columns):
+        msg = (
+            f"SQLite table or view {table!r} must include close, "
+            "or both ask and bid columns."
+        )
+        raise ValueError(msg)
+
+
+def _parse_rate_time_index(frame: pd.DataFrame, table: str) -> pd.DataFrame:
+    parsed = frame["time"].map(parse_sqlite_timestamp)
+    if parsed.isna().any():
+        msg = f"SQLite table or view {table!r} contains unparsable time values."
+        raise ValueError(msg)
+    result = frame.drop(columns=["time"])
+    result.index = pd.DatetimeIndex(parsed, name="time")
+    return result.sort_index(kind="stable")
+
+
+def load_rate_data_from_connection(
+    connection: sqlite3.Connection,
+    table: str,
+    count: int | None = None,
+) -> pd.DataFrame:
+    """Load rate-like data from a SQLite table or view.
+
+    Args:
+        connection: Open SQLite connection.
+        table: Source table or view name.
+        count: Optional number of most recent rows to load.
+
+    Returns:
+        DataFrame indexed by ascending ``time``.
+
+    Raises:
+        ValueError: If inputs, schema, timestamps are invalid, or the table
+            or view contains no rows.
+    """
+    table_name = _validate_rate_load_request(table, count)
+    columns = get_table_columns(connection, table_name)
+    _ensure_rate_columns(columns, table_name)
+    quoted_table = quote_sqlite_identifier(table_name)
+    if count is None:
+        frame = cast(
+            "pd.DataFrame",
+            pd.read_sql_query(  # type: ignore[reportUnknownMemberType]
+                f"SELECT * FROM {quoted_table} ORDER BY time ASC",  # noqa: S608
+                connection,
+            ),
+        )
+    else:
+        frame = cast(
+            "pd.DataFrame",
+            pd.read_sql_query(  # type: ignore[reportUnknownMemberType]
+                f"SELECT * FROM {quoted_table} ORDER BY time DESC LIMIT ?",  # noqa: S608
+                connection,
+                params=(count,),
+            ),
+        )
+    if frame.empty:
+        msg = f"SQLite table or view {table_name!r} contains no rows."
+        raise ValueError(msg)
+    return _parse_rate_time_index(frame, table_name)
+
+
+def load_rate_data(
+    conn_or_path: SqliteConnOrPath,
+    table: str,
+    count: int | None = None,
+) -> pd.DataFrame:
+    """Load rate-like data from a SQLite database path or connection.
+
+    Args:
+        conn_or_path: SQLite database path or open connection.
+        table: Source table or view name.
+        count: Optional number of most recent rows to load.
+
+    Returns:
+        DataFrame indexed by ascending ``time``.
+
+    """
+    conn, should_close = _open_existing_sqlite_database(conn_or_path)
+    try:
+        return load_rate_data_from_connection(conn, table, count=count)
+    finally:
+        if should_close:
+            conn.close()
+
+
 def _load_rates_timeframe_counts(conn: sqlite3.Connection) -> dict[str, int] | None:
     """Return distinct timeframe counts per symbol from the normalized rates table."""
     columns = get_table_columns(conn, Dataset.rates.table_name)
@@ -349,7 +484,8 @@ def resolve_rate_view_names(
 
 def get_table_columns(conn: sqlite3.Connection, table: str) -> set[str]:
     """Return existing SQLite columns for a table."""
-    rows = conn.execute(f"PRAGMA table_info({table})").fetchall()
+    quoted_table = quote_sqlite_identifier(table)
+    rows = conn.execute(f"PRAGMA table_info({quoted_table})").fetchall()
     return {str(row[1]) for row in rows}
 
 

mt5cli/sdk.py

@@ -2,13 +2,14 @@
 
 from __future__ import annotations
 
+import json
 import logging
 import sqlite3
 from contextlib import contextmanager
 from dataclasses import dataclass
 from datetime import UTC, datetime, timedelta
 from pathlib import Path
-from typing import TYPE_CHECKING, Self, TypeVar
+from typing import TYPE_CHECKING, Self, TypeVar, cast
 
 import pandas as pd
 from pdmt5 import Mt5Config, Mt5DataClient
@@ -43,6 +44,7 @@ __all__ = [
     "account_info",
     "build_config",
     "collect_history",
+    "collect_latest_rates",
     "copy_rates_from",
     "copy_rates_from_pos",
     "copy_rates_range",
@@ -51,10 +53,14 @@ __all__ = [
     "history_deals",
     "history_orders",
     "last_error",
+    "latest_rates",
     "market_book",
     "minimum_margins",
+    "mt5_summary",
+    "mt5_summary_as_df",
     "orders",
     "positions",
+    "recent_history_deals",
     "recent_ticks",
     "symbol_info",
     "symbol_info_tick",
@@ -78,6 +84,22 @@ def _coerce_tick_flags(flags: int | str) -> int:
     return parse_tick_flags(flags)
 
 
+def _plain_mt5_value(value: object) -> object:
+    asdict = getattr(value, "_asdict", None)
+    if callable(asdict):
+        return _plain_mt5_value(asdict())
+    if isinstance(value, dict):
+        typed_value = cast("dict[object, object]", value)
+        return {key: _plain_mt5_value(item) for key, item in typed_value.items()}
+    if isinstance(value, tuple):
+        typed_value = cast("tuple[object, ...]", value)
+        return [_plain_mt5_value(item) for item in typed_value]
+    if isinstance(value, list):
+        typed_value = cast("list[object]", value)
+        return [_plain_mt5_value(item) for item in typed_value]
+    return value
+
+
 def _require_datetime(value: datetime | str) -> datetime:
     if isinstance(value, datetime):
         return value
@@ -90,6 +112,31 @@ def _coerce_datetime(value: datetime | str | None) -> datetime | None:
     return parse_datetime(value)
 
 
+def _require_positive(value: float, name: str) -> None:
+    if value <= 0:
+        msg = f"{name} must be positive."
+        raise ValueError(msg)
+
+
+def _call_required_client_method(client: Mt5DataClient, name: str) -> object:
+    try:
+        method = getattr(client, name)
+    except AttributeError as exc:
+        msg = f"MT5 client is missing required method: {name}"
+        raise AttributeError(msg) from exc
+    if not callable(method):
+        msg = f"MT5 client attribute is not callable: {name}"
+        raise TypeError(msg)
+    return method()
+
+
+def _mt5_summary_export_value(value: object) -> object:
+    plain_value = _plain_mt5_value(value)
+    if isinstance(plain_value, dict | list):
+        return json.dumps(plain_value, sort_keys=True, separators=(",", ":"))
+    return plain_value
+
+
 def _coerce_tick_time(value: object) -> datetime:
     if isinstance(value, datetime):
         return value
@@ -242,6 +289,7 @@ class Mt5CliClient:
         server: str | None = None,
         timeout: int | None = None,
         config: Mt5Config | None = None,
+        client: Mt5DataClient | None = None,
     ) -> None:
         """Initialize the SDK client.
 
@@ -252,6 +300,8 @@ class Mt5CliClient:
             server: Trading server name.
             timeout: Connection timeout in milliseconds.
             config: Optional pre-built ``Mt5Config`` (overrides other args).
+            client: Optional already-connected ``Mt5DataClient``. Injected
+                clients are reused as-is and are not initialized or shut down.
         """
         self._config = config or build_config(
             path=path,
@@ -260,7 +310,20 @@ class Mt5CliClient:
             server=server,
             timeout=timeout,
         )
-        self._client: Mt5DataClient | None = None
+        self._client = client
+        self._owns_client = client is None
+
+    @classmethod
+    def from_connected_client(cls, client: Mt5DataClient) -> Self:
+        """Bind to an already-connected ``Mt5DataClient`` without owning it.
+
+        The returned ``Mt5CliClient`` never initializes or shuts down the
+        injected client, including when used as a context manager.
+
+        Returns:
+            Client wrapper bound to the injected connection.
+        """
+        return cls(client=client)
 
     @property
     def config(self) -> Mt5Config:
@@ -273,6 +336,8 @@ class Mt5CliClient:
         Returns:
             This client instance.
         """
+        if self._client is not None:
+            return self
         client = Mt5DataClient(config=self._config)
         try:
             client.initialize_and_login_mt5()
@@ -280,6 +345,7 @@ class Mt5CliClient:
             client.shutdown()
             raise
         self._client = client
+        self._owns_client = True  # only set when this method created the client
         return self
 
     def __exit__(
@@ -289,15 +355,18 @@ class Mt5CliClient:
         tb: object,
     ) -> None:
         """Shut down the persistent MT5 connection."""
-        if self._client is not None:
+        if self._client is not None and self._owns_client:
             self._client.shutdown()
             self._client = None
 
-    def _fetch(self, fetch_fn: Callable[[Mt5DataClient], pd.DataFrame]) -> pd.DataFrame:
+    def _fetch_value(self, fetch_fn: Callable[[Mt5DataClient], T]) -> T:
         if self._client is not None:
             return fetch_fn(self._client)
         return _run_with_client(self._config, fetch_fn)
 
+    def _fetch(self, fetch_fn: Callable[[Mt5DataClient], pd.DataFrame]) -> pd.DataFrame:
+        return self._fetch_value(fetch_fn)
+
     def copy_rates_from(
         self,
         symbol: str,
@@ -335,6 +404,54 @@ class Mt5CliClient:
             ),
         )
 
+    def latest_rates(
+        self,
+        symbol: str,
+        timeframe: int | str,
+        count: int,
+        start_pos: int = 0,
+    ) -> pd.DataFrame:
+        """Return the latest rates from a bar position."""
+        _require_positive(count, "count")
+        return self.copy_rates_from_pos(symbol, timeframe, start_pos, count)
+
+    def collect_latest_rates(
+        self,
+        symbols: Sequence[str],
+        timeframes: Sequence[int | str],
+        *,
+        count: int,
+        start_pos: int = 0,
+    ) -> dict[tuple[str, int], pd.DataFrame]:
+        """Return latest rates for each symbol/timeframe pair.
+
+        Returns:
+            Mapping keyed by ``(symbol, timeframe_int)``.
+
+        Raises:
+            ValueError: If ``count`` is not positive or inputs are empty.
+        """
+        _require_positive(count, "count")
+        if not symbols:
+            msg = "At least one symbol is required."
+            raise ValueError(msg)
+        if not timeframes:
+            msg = "At least one timeframe is required."
+            raise ValueError(msg)
+        resolved_timeframes = [_coerce_timeframe(timeframe) for timeframe in timeframes]
+        return self._fetch_value(
+            lambda c: {
+                (symbol, timeframe): c.copy_rates_from_pos_as_df(
+                    symbol=symbol,
+                    timeframe=timeframe,
+                    start_pos=start_pos,
+                    count=count,
+                )
+                for symbol in symbols
+                for timeframe in resolved_timeframes
+            },
+        )
+
     def copy_rates_range(
         self,
         symbol: str,
@@ -486,6 +603,24 @@ class Mt5CliClient:
             ),
         )
 
+    def recent_history_deals(
+        self,
+        hours: float,
+        date_to: datetime | str | None = None,
+        group: str | None = None,
+        symbol: str | None = None,
+    ) -> pd.DataFrame:
+        """Return historical deals from a recent trailing window."""
+        _require_positive(hours, "hours")
+        end = _require_datetime(date_to) if date_to is not None else datetime.now(UTC)
+        start = end - timedelta(hours=hours)
+        return self.history_deals(
+            date_from=start,
+            date_to=end,
+            group=group,
+            symbol=symbol,
+        )
+
     def version(self) -> pd.DataFrame:
         """Return MetaTrader5 version information."""
         return self._fetch(lambda c: c.version_as_df())
@@ -553,6 +688,39 @@ class Mt5CliClient:
         """
         return self._fetch(lambda c: _fetch_minimum_margins(c, symbol))
 
+    def mt5_summary(self) -> dict[str, object]:
+        """Return a compact terminal/account status summary."""
+
+        def _summary(client: Mt5DataClient) -> dict[str, object]:
+            return {
+                "version": _plain_mt5_value(
+                    _call_required_client_method(client, "version"),
+                ),
+                "terminal_info": _plain_mt5_value(
+                    _call_required_client_method(client, "terminal_info"),
+                ),
+                "account_info": _plain_mt5_value(
+                    _call_required_client_method(client, "account_info"),
+                ),
+                "symbols_total": _plain_mt5_value(
+                    _call_required_client_method(client, "symbols_total"),
+                ),
+            }
+
+        return self._fetch_value(_summary)
+
+    def mt5_summary_as_df(self) -> pd.DataFrame:
+        """Return an export-safe one-row terminal/account summary DataFrame."""
+        summary = self.mt5_summary()
+        return pd.DataFrame(
+            [
+                {
+                    key: _mt5_summary_export_value(value)
+                    for key, value in summary.items()
+                },
+            ],
+        )
+
 
 def _resolve_incremental_settings(
     selected_datasets: set[Dataset],
@@ -873,6 +1041,40 @@ def copy_rates_from_pos(
     )
 
 
+def latest_rates(
+    symbol: str,
+    timeframe: int | str,
+    count: int,
+    start_pos: int = 0,
+    *,
+    config: Mt5Config | None = None,
+) -> pd.DataFrame:
+    """Return the latest rates from a bar position."""
+    return _make_client(config=config).latest_rates(
+        symbol,
+        timeframe,
+        count,
+        start_pos=start_pos,
+    )
+
+
+def collect_latest_rates(
+    symbols: Sequence[str],
+    timeframes: Sequence[int | str],
+    *,
+    count: int,
+    start_pos: int = 0,
+    config: Mt5Config | None = None,
+) -> dict[tuple[str, int], pd.DataFrame]:
+    """Return latest rates for each symbol/timeframe pair."""
+    return _make_client(config=config).collect_latest_rates(
+        symbols,
+        timeframes,
+        count=count,
+        start_pos=start_pos,
+    )
+
+
 def copy_rates_range(
     symbol: str,
     timeframe: int | str,
@@ -1024,6 +1226,23 @@ def history_deals(
     )
 
 
+def recent_history_deals(
+    hours: float,
+    date_to: datetime | str | None = None,
+    group: str | None = None,
+    symbol: str | None = None,
+    *,
+    config: Mt5Config | None = None,
+) -> pd.DataFrame:
+    """Return historical deals from a recent trailing window."""
+    return _make_client(config=config).recent_history_deals(
+        hours,
+        date_to=date_to,
+        group=group,
+        symbol=symbol,
+    )
+
+
 def version(*, config: Mt5Config | None = None) -> pd.DataFrame:
     """Return MetaTrader5 version information."""
     return _make_client(config=config).version()
@@ -1084,3 +1303,13 @@ def minimum_margins(
     See ``Mt5CliClient.minimum_margins`` for return details.
     """
     return _make_client(config=config).minimum_margins(symbol)
+
+
+def mt5_summary(*, config: Mt5Config | None = None) -> dict[str, object]:
+    """Return a compact terminal/account status summary."""
+    return _make_client(config=config).mt5_summary()
+
+
+def mt5_summary_as_df(*, config: Mt5Config | None = None) -> pd.DataFrame:
+    """Return an export-safe terminal/account status summary DataFrame."""
+    return _make_client(config=config).mt5_summary_as_df()

pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "mt5cli"
-version = "0.4.3"
+version = "0.5.0"
 description = "Command-line tool for MetaTrader 5"
 authors = [{name = "dceoy", email = "dceoy@users.noreply.github.com"}]
 maintainers = [{name = "dceoy", email = "dceoy@users.noreply.github.com"}]

tests/test_cli.py

@@ -93,6 +93,10 @@ def mock_client(mocker: MockerFixture) -> MagicMock:
     client.market_book_get_as_df.return_value = sample_df
     client.order_check_as_df.return_value = sample_df
     client.order_send_as_df.return_value = sample_df
+    client.version.return_value = (5, 0, 1)
+    client.terminal_info.return_value = {"connected": True, "paths": ["terminal.exe"]}
+    client.account_info.return_value = {"login": 123, "limits": {"modes": ["demo"]}}
+    client.symbols_total.return_value = 42
     mocker.patch("mt5cli.sdk.Mt5DataClient", return_value=client)
     return client
 
@@ -223,6 +227,37 @@ class TestCommands:
             count=50,
         )
 
+    def test_latest_rates(
+        self,
+        tmp_path: Path,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test latest-rates command."""
+        output = tmp_path / "out.csv"
+        result = runner.invoke(
+            app,
+            [
+                "-o",
+                str(output),
+                "latest-rates",
+                "--symbol",
+                "GBPUSD",
+                "--timeframe",
+                "H1",
+                "--count",
+                "50",
+                "--start-pos",
+                "2",
+            ],
+        )
+        assert result.exit_code == 0, result.output
+        mock_client.copy_rates_from_pos_as_df.assert_called_once_with(
+            symbol="GBPUSD",
+            timeframe=16385,
+            start_pos=2,
+            count=50,
+        )
+
     def test_rates_range(
         self,
         tmp_path: Path,
@@ -451,6 +486,84 @@ class TestCommands:
         assert result.exit_code == 0, result.output
         mock_client.history_deals_get_as_df.assert_called_once()
 
+    def test_recent_history_deals(
+        self,
+        tmp_path: Path,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test recent-history-deals command."""
+        output = tmp_path / "out.csv"
+        result = runner.invoke(
+            app,
+            [
+                "-o",
+                str(output),
+                "recent-history-deals",
+                "--hours",
+                "6",
+                "--date-to",
+                "2024-01-02",
+                "--symbol",
+                "EURUSD",
+            ],
+        )
+        assert result.exit_code == 0, result.output
+        mock_client.history_deals_get_as_df.assert_called_once_with(
+            date_from=datetime(2024, 1, 1, 18, tzinfo=UTC),
+            date_to=datetime(2024, 1, 2, tzinfo=UTC),
+            group=None,
+            symbol="EURUSD",
+            ticket=None,
+            position=None,
+        )
+
+    @pytest.mark.parametrize(
+        ("filename", "reader"),
+        [
+            ("summary.csv", "csv"),
+            ("summary.json", "json"),
+            ("summary.db", "sqlite3"),
+            ("summary.parquet", "parquet"),
+        ],
+    )
+    def test_mt5_summary_export_formats(
+        self,
+        tmp_path: Path,
+        mock_client: MagicMock,
+        filename: str,
+        reader: str,
+    ) -> None:
+        """Test mt5-summary writes export-safe files for supported formats."""
+        output = tmp_path / filename
+        result = runner.invoke(app, ["-o", str(output), "mt5-summary"])
+        assert result.exit_code == 0, result.output
+        assert output.exists()
+        mock_client.version.assert_called_once()
+        mock_client.terminal_info.assert_called_once()
+        mock_client.account_info.assert_called_once()
+        mock_client.symbols_total.assert_called_once()
+        if reader == "csv":
+            frame = pd.read_csv(output)
+        elif reader == "json":
+            with output.open() as f:
+                records = json.load(f)
+            frame = pd.DataFrame(records)
+        elif reader == "sqlite3":
+            with sqlite3.connect(output) as conn:
+                frame = pd.read_sql(  # type: ignore[reportUnknownMemberType]
+                    "SELECT * FROM data",
+                    conn,
+                )
+        else:
+            frame = pd.read_parquet(output)
+        assert len(frame) == 1
+        assert frame.iloc[0].to_dict() == {
+            "version": "[5,0,1]",
+            "terminal_info": '{"connected":true,"paths":["terminal.exe"]}',
+            "account_info": '{"limits":{"modes":["demo"]},"login":123}',
+            "symbols_total": 42,
+        }
+
     def test_version(
         self,
         tmp_path: Path,

tests/test_history.py

@@ -31,6 +31,8 @@ from mt5cli.history import (
     get_incremental_start_datetime,
     get_table_columns,
     load_incremental_start_datetimes,
+    load_rate_data,
+    load_rate_data_from_connection,
     parse_sqlite_timestamp,
     quote_sqlite_identifier,
     record_written_columns,
@@ -338,6 +340,147 @@ class TestQuoteSqliteIdentifier:
         assert quoted.endswith('"')
 
 
+class TestLoadRateData:
+    """Tests for SQLite rate-like table and view loading."""
+
+    def test_loads_close_rates_from_path_with_count(self, tmp_path: Path) -> None:
+        """Test loading the latest close-based rates in ascending time order."""
+        db_path = tmp_path / "rates.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute("CREATE TABLE rates(time TEXT, close REAL)")
+            conn.executemany(
+                "INSERT INTO rates(time, close) VALUES (?, ?)",
+                [
+                    ("2024-01-01T00:00:00+00:00", 1.0),
+                    ("2024-01-01T00:02:00+00:00", 1.2),
+                    ("2024-01-01T00:01:00+00:00", 1.1),
+                ],
+            )
+        frame = load_rate_data(db_path, "rates", count=2)
+        assert list(frame["close"]) == [1.1, 1.2]
+        assert isinstance(frame.index, pd.DatetimeIndex)
+        assert frame.index.name == "time"
+        assert frame.index.is_monotonic_increasing
+
+    def test_loads_ask_bid_tick_like_rates_from_connection(
+        self,
+        tmp_path: Path,
+    ) -> None:
+        """Test loading tick-like tables with bid and ask columns."""
+        db_path = tmp_path / "ticks.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute("CREATE TABLE ticks(time TEXT, bid REAL, ask REAL)")
+            conn.execute(
+                "INSERT INTO ticks(time, bid, ask) VALUES (?, ?, ?)",
+                ("2024-01-01T00:00:00+00:00", 1.0, 1.1),
+            )
+            frame = load_rate_data_from_connection(conn, "ticks")
+            path_frame = load_rate_data(conn, "ticks")
+        assert frame.iloc[0].to_dict() == {"bid": 1.0, "ask": 1.1}
+        assert path_frame.iloc[0].to_dict() == {"bid": 1.0, "ask": 1.1}
+
+    def test_loads_from_view(self, tmp_path: Path) -> None:
+        """Test loading from a SQLite view."""
+        db_path = tmp_path / "view.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute("CREATE TABLE rates(time TEXT, close REAL)")
+            conn.execute(
+                "INSERT INTO rates(time, close) VALUES (?, ?)",
+                ("2024-01-01T00:00:00+00:00", 1.0),
+            )
+            conn.execute("CREATE VIEW rate_view AS SELECT time, close FROM rates")
+            frame = load_rate_data_from_connection(conn, "rate_view")
+        assert list(frame["close"]) == [1.0]
+
+    def test_loads_quoted_identifier(self, tmp_path: Path) -> None:
+        """Test table names are quoted safely."""
+        db_path = tmp_path / "quoted.db"
+        table = 'rate "quoted"'
+        quoted = quote_sqlite_identifier(table)
+        with sqlite3.connect(db_path) as conn:
+            conn.execute(f"CREATE TABLE {quoted}(time TEXT, close REAL)")
+            conn.execute(
+                f"INSERT INTO {quoted}(time, close) VALUES (?, ?)",  # noqa: S608
+                ("2024-01-01T00:00:00+00:00", 1.0),
+            )
+            frame = load_rate_data_from_connection(conn, table)
+        assert list(frame["close"]) == [1.0]
+
+    def test_rejects_missing_database_and_non_file(self, tmp_path: Path) -> None:
+        """Test path validation for SQLite database inputs."""
+        with pytest.raises(ValueError, match="SQLite database not found"):
+            load_rate_data(tmp_path / "missing.db", "rates")
+        with pytest.raises(ValueError, match="not a file"):
+            load_rate_data(tmp_path, "rates")
+
+    @pytest.mark.parametrize(
+        ("table", "count", "match"),
+        [
+            ("", None, "must not be empty"),
+            ("rates", 0, "count must be positive"),
+            ("rates", -1, "count must be positive"),
+        ],
+    )
+    def test_rejects_invalid_inputs(
+        self,
+        tmp_path: Path,
+        table: str,
+        count: int | None,
+        match: str,
+    ) -> None:
+        """Test request validation."""
+        db_path = tmp_path / "invalid-inputs.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute("CREATE TABLE rates(time TEXT, close REAL)")
+            with pytest.raises(ValueError, match=match):
+                load_rate_data_from_connection(conn, table, count=count)
+
+    @pytest.mark.parametrize(
+        ("ddl", "match"),
+        [
+            ("CREATE TABLE rates(time TEXT, close REAL)", "contains no rows"),
+            ("CREATE TABLE rates(close REAL)", "time column"),
+            ("CREATE TABLE rates(time TEXT, open REAL)", "close, or both ask and bid"),
+        ],
+    )
+    def test_rejects_invalid_tables(
+        self,
+        tmp_path: Path,
+        ddl: str,
+        match: str,
+    ) -> None:
+        """Test missing table, empty table, and invalid schemas."""
+        db_path = tmp_path / "invalid-tables.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute(ddl)
+            with pytest.raises(ValueError, match=match):
+                load_rate_data_from_connection(conn, "rates")
+            with pytest.raises(ValueError, match="not found"):
+                load_rate_data_from_connection(conn, "missing")
+
+    def test_rejects_invalid_timestamp(self, tmp_path: Path) -> None:
+        """Test unparsable timestamps fail clearly."""
+        db_path = tmp_path / "invalid-time.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute("CREATE TABLE rates(time TEXT, close REAL)")
+            conn.execute("INSERT INTO rates(time, close) VALUES (?, ?)", ("bad", 1.0))
+            with pytest.raises(ValueError, match="unparsable time"):
+                load_rate_data_from_connection(conn, "rates")
+
+    def test_loads_numeric_mt5_epoch_seconds(self, tmp_path: Path) -> None:
+        """Test MT5-native integer timestamps are parsed as epoch seconds."""
+        db_path = tmp_path / "epoch-rates.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute("CREATE TABLE rates(time INTEGER, close REAL)")
+            conn.execute(
+                "INSERT INTO rates(time, close) VALUES (?, ?)",
+                (1_704_067_200, 1.0),
+            )
+            frame = load_rate_data_from_connection(conn, "rates")
+        assert frame.index[0] == pd.Timestamp("2024-01-01", tz="UTC")
+        assert list(frame["close"]) == [1.0]
+
+
 class TestResolveHistorySettings:
     """Tests for history dataset and timeframe resolution."""
 

tests/test_sdk.py

@@ -5,8 +5,8 @@ from __future__ import annotations
 import logging
 import sqlite3
 from datetime import UTC, datetime, timedelta
-from typing import TYPE_CHECKING
-from unittest.mock import MagicMock
+from typing import TYPE_CHECKING, NamedTuple, cast
+from unittest.mock import MagicMock, call
 
 import pandas as pd
 import pytest
@@ -15,6 +15,8 @@ from pytest_mock import MockerFixture  # noqa: TC002
 if TYPE_CHECKING:
     from pathlib import Path
 
+    from pdmt5 import Mt5DataClient
+
 from mt5cli import sdk
 from mt5cli.history import DEFAULT_HISTORY_TIMEFRAMES
 from mt5cli.sdk import (
@@ -22,6 +24,7 @@ from mt5cli.sdk import (
     account_info,
     build_config,
     collect_history,
+    collect_latest_rates,
     copy_rates_from,
     copy_rates_from_pos,
     copy_rates_range,
@@ -30,10 +33,14 @@ from mt5cli.sdk import (
     history_deals,
     history_orders,
     last_error,
+    latest_rates,
     market_book,
     minimum_margins,
+    mt5_summary,
+    mt5_summary_as_df,
     orders,
     positions,
+    recent_history_deals,
     recent_ticks,
     symbol_info,
     symbol_info_tick,
@@ -45,6 +52,32 @@ from mt5cli.sdk import (
 )
 from mt5cli.utils import Dataset
 
+
+class _TerminalInfo(NamedTuple):
+    connected: bool
+    path: str
+
+
+class _AccountInfo(NamedTuple):
+    login: int
+    limits: dict[str, object]
+
+
+class _MissingSummaryMethodClient:
+    def version(self) -> tuple[int, int, int]:
+        return (5, 0, 1)
+
+    def terminal_info(self) -> dict[str, bool]:
+        return {"connected": True}
+
+    def symbols_total(self) -> int:
+        return 42
+
+
+class _NonCallableSummaryMethodClient:
+    version = (5, 0, 1)
+
+
 _DEALS_FIXTURE: dict[str, list[object]] = {
     "ticket": [1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14],
     "position_id": [100, 100, 100, 0, 200, 200, 300, 400, 400, 500, 500, 600, 600, 600],
@@ -232,6 +265,32 @@ class TestConnectionLifecycle:
         client = Mt5CliClient()
         client.__exit__(None, None, None)
 
+    def test_injected_client_is_reused_and_not_shutdown(self) -> None:
+        """Test injected connected clients are not initialized or shut down."""
+        connected = MagicMock()
+        connected.account_info_as_df.return_value = pd.DataFrame({"a": [1]})
+        connected.terminal_info_as_df.return_value = pd.DataFrame({"b": [2]})
+        with Mt5CliClient.from_connected_client(connected) as client:
+            result = client.account_info()
+        assert result.to_dict("list") == {"a": [1]}
+        connected.initialize_and_login_mt5.assert_not_called()
+        connected.shutdown.assert_not_called()
+        connected.account_info_as_df.assert_called_once()
+        after_exit = client.terminal_info()
+        assert after_exit.to_dict("list") == {"b": [2]}
+        connected.terminal_info_as_df.assert_called_once()
+
+    def test_constructor_injected_client_is_reused_and_not_shutdown(self) -> None:
+        """Test constructor injection has the same non-owning lifecycle."""
+        connected = MagicMock()
+        connected.terminal_info_as_df.return_value = pd.DataFrame({"b": [2]})
+        client = Mt5CliClient(client=connected)
+        with client:
+            result = client.terminal_info()
+        assert result.to_dict("list") == {"b": [2]}
+        connected.initialize_and_login_mt5.assert_not_called()
+        connected.shutdown.assert_not_called()
+
 
 class TestModuleFunctions:
     """Tests for module-level SDK wrappers."""
@@ -271,6 +330,7 @@ class TestModuleFunctions:
             (last_error, (), "last_error_as_df"),
             (symbol_info_tick, ("EURUSD",), "symbol_info_tick_as_df"),
             (market_book, ("EURUSD",), "market_book_get_as_df"),
+            (latest_rates, ("EURUSD", "M1", 10), "copy_rates_from_pos_as_df"),
         ],
     )
     def test_module_functions_delegate(
@@ -354,6 +414,214 @@ class TestMt5CliClient:
         assert isinstance(df, pd.DataFrame)
         mock_client.copy_rates_range_as_df.assert_called_once()
 
+    def test_latest_rates_delegates_to_copy_rates_from_pos(
+        self,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test latest_rates is a convenience wrapper for positional rates."""
+        Mt5CliClient().latest_rates("EURUSD", "M1", 5, start_pos=2)
+        mock_client.copy_rates_from_pos_as_df.assert_called_once_with(
+            symbol="EURUSD",
+            timeframe=1,
+            start_pos=2,
+            count=5,
+        )
+
+    def test_latest_rates_rejects_non_positive_count(self) -> None:
+        """Test latest_rates validates count."""
+        with pytest.raises(ValueError, match="count must be positive"):
+            Mt5CliClient().latest_rates("EURUSD", "M1", 0)
+
+    def test_collect_latest_rates_returns_mapping(
+        self,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test multi-target latest rate collection."""
+        result = collect_latest_rates(["EURUSD", "GBPUSD"], ["M1", "H1"], count=3)
+        assert set(result) == {
+            ("EURUSD", 1),
+            ("EURUSD", 16385),
+            ("GBPUSD", 1),
+            ("GBPUSD", 16385),
+        }
+        assert mock_client.copy_rates_from_pos_as_df.call_count == 4
+
+    def test_collect_latest_rates_uses_single_transient_connection(
+        self,
+        mock_client: MagicMock,
+        mocker: MockerFixture,
+    ) -> None:
+        """Test module helper opens one connection for all target pairs."""
+        mt5_data_client = mocker.patch(
+            "mt5cli.sdk.Mt5DataClient",
+            return_value=mock_client,
+        )
+
+        collect_latest_rates(["EURUSD", "GBPUSD"], ["M1", "H1"], count=3)
+
+        mt5_data_client.assert_called_once()
+        mock_client.initialize_and_login_mt5.assert_called_once()
+        mock_client.shutdown.assert_called_once()
+        assert mock_client.copy_rates_from_pos_as_df.call_count == 4
+        mock_client.copy_rates_from_pos_as_df.assert_has_calls(
+            [
+                call(symbol="EURUSD", timeframe=1, start_pos=0, count=3),
+                call(symbol="EURUSD", timeframe=16385, start_pos=0, count=3),
+                call(symbol="GBPUSD", timeframe=1, start_pos=0, count=3),
+                call(symbol="GBPUSD", timeframe=16385, start_pos=0, count=3),
+            ],
+        )
+
+    @pytest.mark.parametrize(
+        ("symbols", "timeframes", "match"),
+        [
+            ([], ["M1"], "At least one symbol"),
+            (["EURUSD"], [], "At least one timeframe"),
+        ],
+    )
+    def test_collect_latest_rates_rejects_empty_inputs(
+        self,
+        symbols: list[str],
+        timeframes: list[str],
+        match: str,
+    ) -> None:
+        """Test multi-target latest rate input validation."""
+        with pytest.raises(ValueError, match=match):
+            Mt5CliClient().collect_latest_rates(symbols, timeframes, count=1)
+
+    def test_recent_history_deals_uses_trailing_window(
+        self,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test recent_history_deals calculates date_from from hours."""
+        result = recent_history_deals(
+            6,
+            date_to="2024-01-02T00:00:00+00:00",
+            group="*",
+            symbol="EURUSD",
+        )
+        assert isinstance(result, pd.DataFrame)
+        mock_client.history_deals_get_as_df.assert_called_once_with(
+            date_from=datetime(2024, 1, 1, 18, tzinfo=UTC),
+            date_to=datetime(2024, 1, 2, tzinfo=UTC),
+            group="*",
+            symbol="EURUSD",
+            ticket=None,
+            position=None,
+        )
+
+    def test_recent_history_deals_defaults_date_to_now(
+        self,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test recent_history_deals uses current UTC time when date_to is omitted."""
+        before = datetime.now(UTC)
+        recent_history_deals(1.0)
+        after = datetime.now(UTC)
+        call_kwargs = mock_client.history_deals_get_as_df.call_args.kwargs
+        assert before <= call_kwargs["date_to"] <= after
+        assert call_kwargs["date_from"] == call_kwargs["date_to"] - timedelta(hours=1)
+
+    def test_recent_history_deals_rejects_non_positive_hours(self) -> None:
+        """Test recent_history_deals validates hours."""
+        with pytest.raises(ValueError, match="hours must be positive"):
+            Mt5CliClient().recent_history_deals(0)
+
+    def test_mt5_summary_returns_status_mapping(
+        self,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test mt5_summary calls raw terminal/account status methods."""
+        mock_client.version.return_value = (5, 0, 1)
+        mock_client.terminal_info.return_value = {"connected": True}
+        mock_client.account_info.return_value = {"login": 123}
+        mock_client.symbols_total.return_value = 42
+        assert mt5_summary() == {
+            "version": [5, 0, 1],
+            "terminal_info": {"connected": True},
+            "account_info": {"login": 123},
+            "symbols_total": 42,
+        }
+
+    def test_mt5_summary_normalizes_namedtuple_values(
+        self,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test mt5_summary returns structured plain Python values."""
+        mock_client.version.return_value = (5, 0, 1)
+        mock_client.terminal_info.return_value = _TerminalInfo(
+            connected=True,
+            path="terminal.exe",
+        )
+        mock_client.account_info.return_value = _AccountInfo(
+            login=123,
+            limits={"modes": ("netting", "hedging"), "servers": ["demo"]},
+        )
+        mock_client.symbols_total.return_value = 42
+
+        assert mt5_summary() == {
+            "version": [5, 0, 1],
+            "terminal_info": {"connected": True, "path": "terminal.exe"},
+            "account_info": {
+                "login": 123,
+                "limits": {"modes": ["netting", "hedging"], "servers": ["demo"]},
+            },
+            "symbols_total": 42,
+        }
+
+    def test_mt5_summary_as_df_stringifies_nested_values(
+        self,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test mt5_summary_as_df returns export-safe tabular values."""
+        mock_client.version.return_value = (5, 0, 1)
+        mock_client.terminal_info.return_value = _TerminalInfo(
+            connected=True,
+            path="terminal.exe",
+        )
+        mock_client.account_info.return_value = _AccountInfo(
+            login=123,
+            limits={"modes": ("netting", "hedging"), "servers": ["demo"]},
+        )
+        mock_client.symbols_total.return_value = 42
+
+        result = mt5_summary_as_df()
+
+        assert len(result) == 1
+        assert result.iloc[0].to_dict() == {
+            "version": "[5,0,1]",
+            "terminal_info": '{"connected":true,"path":"terminal.exe"}',
+            "account_info": (
+                '{"limits":{"modes":["netting","hedging"],'
+                '"servers":["demo"]},"login":123}'
+            ),
+            "symbols_total": 42,
+        }
+
+    def test_mt5_summary_missing_method_raises_clear_error(self) -> None:
+        """Test mt5_summary fails clearly when a required method is missing."""
+        client = Mt5CliClient(
+            client=cast("Mt5DataClient", _MissingSummaryMethodClient()),
+        )
+
+        with pytest.raises(
+            AttributeError,
+            match="MT5 client is missing required method: account_info",
+        ):
+            client.mt5_summary()
+
+    def test_mt5_summary_non_callable_method_raises_clear_error(self) -> None:
+        """Test mt5_summary fails clearly when a required method is not callable."""
+        client = Mt5CliClient(
+            client=cast("Mt5DataClient", _NonCallableSummaryMethodClient()),
+        )
+
+        with pytest.raises(
+            TypeError,
+            match="MT5 client attribute is not callable: version",
+        ):
+            client.mt5_summary()
+
 
 class TestCollectHistory:
     """Tests for collect_history SDK function."""

uv.lock

@@ -487,7 +487,7 @@ wheels = [
 
 [[package]]
 name = "mt5cli"
-version = "0.4.3"
+version = "0.5.0"
 source = { editable = "." }
 dependencies = [
     { name = "click" },