questrade-activities

name	questrade-activities
description	Retrieve and display account cash flow ledger events (dividends, interest, deposits, withdrawals, trades) via Questrade MCP.
argument-hint	[--days 30|90] [account_id]
allowed-tools	Bash, Read

Questrade Cash Flow & Activity Ledger Skill

Purpose

Directly queries the Questrade MCP Get Account Activities tool to retrieve, categorize, and display cash flow events (dividends, interest, deposits, withdrawals, fees) in chat. Read-only, chat-display only — this skill never writes to domain_model.sqlite or any other database. Any future DB ingestion path is a separate, explicitly-approved skill, not this one.

Prerequisites & Pre-Flight Check

1. Verify Questrade MCP session is active via List Accounts.
2. If unauthenticated, prompt user to run /questrade:questrade-setup (/mcp -> questrade -> Log in).

Schema Reference

See references/questrade-tool-schemas.md (get_account_activities section) for exact params (fromDate/toDate are plain dates, transactionTypes enum) and the trade-noise behavior that drives the filtering rule below.

Workflow

1. Resolve Date Window:
   • Default window: past 30 days (or 90 days if --days 90 is passed).
   • Compute fromDate/toDate as YYYY-MM-DD.
2. Resolve Transaction Types:
   • Cash-flow ledger view (default intent of this skill): ["Dividends", "Interest", "Deposits", "Withdrawals", "Fees and rebates", "Dividend reinvestment"].
   • If the user explicitly asks for trade history instead, use ["Trades"] and expect to page through metadata.totalPages.
3. Fetch Activities:
   • If no account_id specified, iterate active accounts from List Accounts.
   • Call MCP tool Get Account Activities(accountId=..., fromDate=..., toDate=..., transactionTypes=[...]).
   • Check metadata.totalPages — only page further if > 1 (the filtered cash-flow view is typically small enough to fit on one page).
4. Categorize & Format Output:
   • Group by transactionType, chronological within group.
   • Present a clean markdown table with columns: Date, Type, Description, Amount, Currency.
   • Flag any large or unusual single event (e.g. a Withdrawals/Deregistration line) explicitly rather than letting it blend into the table — confirm with the user it's expected.

Continuous Self-Evolution Policy

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.