tv-price-refresh

name	tv-price-refresh
plugin	tradingview
description	Pulls real-time prices for all portfolio positions. Uses TradingView Desktop if running (port 9222), falls back to yfinance automatically per ticker. Trigger on /tv-price-refresh, "refresh prices", or "get live prices".
allowed-tools	Bash, Read

TradingView Price Refresh Skill

Price Source Priority (enforced in tv_batch_quotes.py)

Priority	Source	When used
1 (primary)	TradingView watchlist via CDP	TradingView running (port 9222)
2 (fallback)	yfinance fast_info.last_price	TV unreachable, or ticker not in watchlist

tv_batch_quotes.py reads the live TV-Full Watchlist via CDP — a single watchlist for all hours, but each row is session-aware: outside regular hours, TradingView freezes its regular "last" price and surfaces the extended/overnight move in a separate cell (labeled "Pre-market", "Post-market", or "Overnight via BOATS"). _select_effective_price() picks the current tradable price per a 3-tier priority — regular hours -> extended hours -> overnight/BOATS — rather than reporting the frozen regular-session price after close. yfinance is only used when TradingView is not running.

What This Skill Does

1. Checks TradingView Desktop status (non-blocking — uses fallback if unavailable)
2. Loads all tickers from portfolio.json and target-portfolio.json
3. Fetches live quotes — TV watchlist (TV-Full Watchlist) first, yfinance only for misses
4. Prints a price table with live data, 1d change%, and source indicator
5. Summarises how many quotes came from TradingView vs. yfinance fallback

---

Phase 1 — Health Check

python3 "$(find plugins/tradingview/scripts ~/.claude/plugins/cache -name tv_health_check.py -path "*/tradingview/*" 2>/dev/null | sort | tail -1)" --json

If TradingView is not running, do not stop — proceed with yfinance fallback. Note at the top of output: [yfinance mode — TradingView not connected]

---

Phase 2 — Load Tickers

Load tickers from both sources and deduplicate:

# Read portfolio.json for actual holdings
cat investment_screener/backend/data/portfolio.json

# Read target-portfolio.json for watch-list / INITIATE targets
cat investment_screener/backend/data/theses/target-portfolio.json

Combine symbols from both files into a deduplicated list. Exclude USD_CASH (not a tradeable symbol).

---

Phase 3 — Fetch Quotes

python3 plugins/tradingview/scripts/tv_batch_quotes.py '["CRWV","NVDA","INTC",...]'

---

Phase 4 — Display Results

Format and print a price table:

╔══════════════════════════════════════════════════════════════════════╗
║              LIVE PRICE REFRESH  [2026-05-07 14:32 ET]              ║
╚══════════════════════════════════════════════════════════════════════╝
[Source: TradingView real-time | yfinance fallback]

Ticker       Price        1d Change%    Source
----------   ---------    ----------    ----------
CRWV         $115.26      -6.07%        TradingView
NVDA         $497.32      +1.23%        TradingView
INTC         $22.15       -0.45%        yfinance
AAPL         $189.50      +0.12%        TradingView
...

Summary: 35 tickers | 33 real-time (TradingView) | 2 yfinance fallback | 0 errors

Highlight large moves (>5% either direction) with a marker.

---

Error Handling

Situation	Response
TradingView not running	Note in header, use yfinance for all
yfinance fails for one ticker	Mark as "ERROR" in table, continue
portfolio.json missing	Report error, try target-portfolio.json only
Empty ticker list	Print message and exit cleanly

---

Hard Rules

1. Never fail entirely if TradingView is down — yfinance fallback must always work
2. Always show the source for each price so the user knows what's real-time vs. delayed
3. Never modify any portfolio files — this is a read-only operation

---

Related: Backend /refresh-prices Endpoint (routes/portfolio.ts)

The Express POST /refresh-prices endpoint (separate code path from this skill's CLI tools) calls py_services/fetch_portfolio_heatmap.py, not tv_batch_quotes.py. Two rules apply there — do not regress either when touching that endpoint or its Python script:

1. Always use the most current available price, regular or extended hours. fetch_portfolio_heatmap.py already implements this: TradingView watchlist-first via CDP (TV-Full Watchlist, session-aware via tv_batch_quotes._select_effective_price() — regular hours -> extended hours -> overnight/BOATS), falling back to yfinance fast_info.last_price only when TV is unreachable. Never swap this for a plain regularMarketPrice/last-close lookup — that would silently drop extended-hours coverage.
2. A price refresh must also refresh the stored USD/CAD exchange rate at the same time. Wave 3 Task 8: POST /refresh-prices now calls fetch_broker_data.py --refresh-exchange-rate (a lightweight balances-only CDP fetch via refresh_exchange_rate_only()) in the same Promise.all as the price fetch, so the stored rate in broker_exchange_rate never goes stale relative to freshly-refreshed USD prices. This is separate from a full --snapshot broker sync — do not remove it under the assumption that only a full sync should touch the exchange rate.