--- name: open-claw-questrade-426d0487fa4a description: Execute and monitor stock trades for openclaw.ai workflows using Questrade's browser platform with Yahoo Finance cross-checks. Use when Codex is asked to prepare or review Questrade Web order tickets, monitor symbols from Questrade and Yahoo Finance, produce pre-trade or post-trade checklists, reconcile fills, or enforce privacy-safe trading operations where credentials and sensitive account data stay on the user's side only. --- # Open Claw ## Overview Use this skill to run a repeatable browser-trading workflow for Questrade with independent quote checks from Yahoo Finance. Keep execution manual in the broker UI, but automate preparation, validation, and monitoring artifacts. ## Workflow Decision Tree 1. Need a quote/monitoring snapshot across symbols: run `scripts/market_snapshot.py`. 2. Need a trade-ready plan with risk controls: run `scripts/build_trade_checklist.py` with Special Safety Check flags. 3. Need to place a trade in Questrade Web: follow `references/questrade-browser-playbook.md`. 4. Need field-level input/output rules: load `references/data-contracts.md`. 5. Need policy gating details: load `references/openclaw-policy-compliance.md`. ## Standard Execution Flow 1. Confirm trading intent: symbol, side, size, account, session constraints. 2. Pull live Yahoo quotes and optional Questrade export using `scripts/market_snapshot.py`. 3. Reject stale data if snapshot age exceeds user threshold. 4. Run Special Safety Check (mandatory) through `scripts/build_trade_checklist.py`: - `--policy-ack OPENCLAW_POLICY_ACK` - `--confirm-user-authorized` - `--confirm-manual-execution` - `--confirm-no-secrets-shared` - Live mode also enforces risk cap, data freshness, and drift thresholds. 5. Draft or refine ticket with `scripts/build_trade_checklist.py`. 6. Enforce hard checks before submitting in browser: - Confirm side and quantity. - Confirm order type and time-in-force. - Confirm max risk and stop/exit rule. - Confirm buying power and open-order conflicts. 7. Submit manually in Questrade Web and record confirmation ID. 8. Capture post-trade state (fill price, remaining quantity, stop/target status). ## Guardrails - Never claim an order is submitted unless a human confirms broker submission. - Treat Yahoo as secondary market data, not authoritative execution data. - Escalate if broker and Yahoo prices diverge beyond the configured tolerance. - Refuse ambiguous instructions (missing side, quantity, or symbol). - Require explicit user acknowledgement before high-impact actions. - Block checklist generation when safety gate requirements fail. ## Privacy Rules (OpenClaw.ai) - Keep all credentials, MFA tokens, session cookies, API keys, and passwords user-side only. - Never ask the user to paste secrets into chat, files, or logs. - Use masked identifiers in generated artifacts by default (account IDs, order IDs, personal details). - Only include raw sensitive identifiers when the user explicitly asks and confirms local-only usage. - Store outputs locally and avoid sharing raw broker exports unless redacted. ## Outputs Generate one or more of these artifacts per task: - `snapshot.json` or `snapshot.csv` from `scripts/market_snapshot.py`. - `trade_checklist.md` from `scripts/build_trade_checklist.py`. - A concise execution log containing timestamp, symbol, side, quantity, order type, and broker confirmation reference. ## Resource Loading Guide - Load `references/data-contracts.md` when parsing or validating CSV and JSON payloads. - Load `references/questrade-browser-playbook.md` when the user asks for browser execution steps, troubleshooting, or reconciliation. - Load `references/openclaw-policy-compliance.md` when enforcing or explaining policy checks. - Prefer scripts for deterministic output instead of recreating tables/checklists manually. --- Source attribution: modbender Original project: https://github.com/modbender/skill-library-mcp/blob/d9c8fe903b5b4e82237dbe8d0df8567783022e18/data/openclaw-questrade/SKILL.md License: MIT License information: https://opensource.org/license/mit Original upstream instructions; downloaded from Mega AI Hub. ## Upstream license notice MIT License Copyright (c) 2025 skill-library-mcp contributors Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. # Mega AI Hub resource metadata Creator / publisher: modbender Original project: https://github.com/modbender/skill-library-mcp/blob/d9c8fe903b5b4e82237dbe8d0df8567783022e18/data/openclaw-questrade/SKILL.md Attribution basis: Source repository record Fields of work: Finance & Accounting, Marketing, Product Management, Sales Roles: Business Development, Financial Analyst, Growth Marketer, Product Manager, Sales Operations Specialties: API Tools: Questrade, Yahoo Finance Country applicability: Country not specified Classification basis: Source catalog labels Instruction SHA-256: 74dc42049e430b78ffdb22574862c4776035cce8527f67d358818923ce02cf17