القائمة
Draft an equity or options order in Questrade via MCP and request Human-in-the-Loop (HITL) mobile push approval.
يُحدَّد Prompt الذي يراجع المصدر أولًا بشكل افتراضي. يمكنك التبديل إلى أمر مباشر أو تنزيل نسخة محلية.
اقرأ SKILL.md وأي ملفات مرافقة يعرضها SkillsMP قبل أن تقرر التثبيت.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
يتجاوز الأمر المباشر Prompt المخصّص للمراجعة. افحص المصدر قبل تشغيله.
npx skills add https://github.com/richfrem/InvestmentToolkit --skill questrade-order-draftيبقى الأمر في سطر واحد. مرّر أفقيًا لمراجعته كاملًا قبل النسخ.
تفضّل نسخة محلية؟ نزّل الملفات المتاحة حاليًا لدى SkillsMP.
Perform autonomous stock valuation for a ticker you already hold or track -- the "augment/update an existing stake's analysis" counterpart to stock-intake (which is for net-new tickers). Produces a Projection object saved to backend/data/projections/{TICKER}.json AND a deep-dive research report saved to backend/data/research/{TICKER}_{DATE}.md. Summarizes findings conversationally and supports interactive Q&A. Trigger when user asks to value, analyse, re-evaluate, or price a stock, or uses /update-stock-analysis (primary), /evaluate-stock (alias), or /perform-stock-valuation (alias). Renamed 2026-08-28 from stock_valuation -- see docs/architecture/skill-renames-2026-08-28.md for the full old->new mapping.
Autonomous end-to-end stock intake & onboarding wizard designed for non-expert investors. Pulls live financials, conducts plain-English educational walkthroughs, queries TradingView CDP Data Window for technical levels (1D/1W), injects visual action tier lines on the chart, runs a 5-year scenario DCF model, logs research in intelligence.sqlite, and registers the stock into domain_model.sqlite under its designated strategy pillar. Trigger with /stock-intake {TICKER} or "onboard {TICKER}".
Perform autonomous ETF and fund analysis. Handles three fund types: CLOSED_END (NAV premium analysis, private holdings), THEMATIC_ETF (holdings composition, thesis alignment score), and CASH_FUND (yield, dividend timing). Saves structured JSON to backend/data/etf_analysis/{TICKER}.json and updates agentRationale in target-portfolio.json. Trigger on /analyze-etf or natural language: "analyze [TICKER]", "evaluate [TICKER] ETF".
عرض SKILL.md
| name | questrade-order-draft |
| description | Draft an equity or options order in Questrade via MCP and request Human-in-the-Loop (HITL) mobile push approval. |
| argument-hint | [--ticker TICKER --action BUY|SELL --shares SHARES --price PRICE --account TFSA|RRSP|Cash] |
| allowed-tools | Bash, Read, Write |
Enforces Rule #17 (No Autonomous Execution) by formatting structured trade drafts using Questrade MCP tools Preview Order Instruction and Create Order Instruction.
List Accounts./questrade:questrade-setup (/mcp -> questrade -> Log in).See references/questrade-tool-schemas.md for the exact preview_order_instruction/create_order_instruction param names, the mobile-push-only approval behavior and its confirmed recovery path, the Day/GTC default (pitfall #22), and the success response shape ({"status":"placed","orderId":...}).
--account (e.g. TFSA, RRSP, or specific account number) is provided, target that account directly. If not specified, or the ticker is already held in more than one account (common: TFSA + RRSP mirror positions), ask the user explicitly which account before previewing — don't guess. Show existing holdings per account (via get_positions) as context.preview_order_instruction is side-effect-free and desktop-safe — always call it and show the user the economics table before touching create_order_instruction, which is a real, phone-approved trade action.preview_order_instruction(accountId, instrument, qty, side, type, limitPrice?, stopPrice?, duration?).create_order_instruction(operation:"create", accountId, instrument, qty, side, type, limitPrice?, stopPrice?, duration?).{"status":"placed","orderId":...}, confirm the order is live, report the orderId, and explicitly flag Day-vs-GTC duration.Per .agent/rules/self-evolution-policy.md:
Whenever actual MCP tool schema responses reveal unexpected parameter names, response fields, or missing attributes during live execution, agents MUST immediately refine this SKILL.md to document the exact parameter shapes and optimize subsequent agent executions.