Task library
The MT4/MT5 administrator task library
Recurring administration work grouped by frequency. Use it to plan your routine or to scope an outsourced administrator.
In short
Recurring MetaTrader administration tasks include daily connection and backup checks and reports, weekly swap and symbol updates, monthly access and log reviews, seasonal DST changes and as-needed corporate actions and new groups.
Tasks by frequency
| Frequency | Task | Why it matters |
|---|---|---|
| Daily | Check server, gateway and LP connections | Detect issues before clients do |
| Daily | Verify backups completed | Recovery depends on them |
| Daily | Evening and risk reports | Visibility for dealing and finance |
| Weekly | Update swap rates | Correct overnight financing |
| Weekly | Review new symbols and specification changes | Accurate pricing and margin |
| Monthly | Access and permission review | Security and least privilege |
| Monthly | Log and incident review | Prevent recurring problems |
| Seasonal | DST session and server time changes | Correct trading hours |
| As needed | Stock splits, dividends and rollovers | Fair treatment of positions |
| As needed | New groups and account types | Support business changes |
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