| name | update-cfd-instruments |
| description | Create or update data/cfd_instruments.csv from GMO Click Securities and Rakuten Securities CFD lineup pages, including ticker symbols. |
Update CFD instruments
Use this skill when the user asks to create, refresh, update, or repair the CFD master table for tradable CFDs at GMO Click Securities (クリック証券, Click sec.) and Rakuten Securities (楽天証券, Rakuten sec.).
Output
The canonical output file is:
data/cfd_instruments.csv
The CSV contains one row per broker CFD listing and includes:
- broker, source URL, category, section, and sector
- instrument name and
ticker_symbol
- underlying asset / exchange, currency, tick size, price display example, trade unit, trading hours, leverage/margin, quantity limits, and adjustment notes
Ticker mappings
Ticker symbol mappings are stored in:
data/mappings/cfd_ticker_mappings.csv
The file uses the following columns:
| Column | Description |
|---|
mapping_type | broker_instrument, instrument, or gmo_stock_base |
broker | Broker name (for broker_instrument and gmo_stock_base) |
category | CFD category (informational; used to label gmo_stock_base rows) |
instrument_name | Instrument name key (for broker_instrument and instrument) |
base_name | Base name after stripping exchange suffix (for gmo_stock_base) |
ticker_symbol | Resulting ticker symbol |
Lookup precedence in the updater:
- Parse the
underlying_asset_exchange field for a leading uppercase exchange code.
- Look up
(broker, instrument_name) in broker_instrument rows.
- Look up
instrument_name in instrument rows.
- For GMO 株式CFD, strip the
（NASDAQ）/（NYSE） suffix and look up the base name in gmo_stock_base rows.
To add or update a mapping, edit data/mappings/cfd_ticker_mappings.csv directly and re-run the updater.
Schema and validation
The CSV schema is defined in:
data/schema/cfd_instruments.schema.json
The schema specifies required columns, required non-empty fields, allowed broker values, the ticker symbol pattern, and the uniqueness key (broker, instrument_name, source_url).
Validate the CSV at any time:
python3 .agents/skills/update-cfd-instruments/scripts/validate_cfd_instruments.py \
--input data/cfd_instruments.csv \
--schema data/schema/cfd_instruments.schema.json
The validator prints actionable errors with row numbers and exits non-zero on failure.
Procedure
-
Run the updater from the repository root:
python3 .agents/skills/update-cfd-instruments/scripts/update_cfd_instruments.py \
--output data/cfd_instruments.csv
-
If the script reports missing ticker mappings, add the missing entries to
data/mappings/cfd_ticker_mappings.csv and rerun. Do not leave blank ticker symbols.
-
Run the validator to confirm the output is well-formed:
python3 .agents/skills/update-cfd-instruments/scripts/validate_cfd_instruments.py
Notes
- The updater fetches the official public lineup pages:
https://www.click-sec.com/corp/guide/cfd/lineup/https://www.rakuten-sec.co.jp/web/rcfd/lineup/
- Both the updater and the validator use only Python's standard library.
- Ticker symbols are exchange/product root symbols. If a CFD source references multiple venues for one instrument, symbols are semicolon-separated.
- The scheduled refresh workflow (
.github/workflows/update-cfd-instruments.yml) runs every Monday, opens a PR only when instrument data changes, and applies the labels agent:chatgpt, model:gpt-5.5, and priority:p1 when they exist in the repository.
