questrade-get-balances

name	questrade-get-balances
description	Direct skill wrapper for Questrade MCP tools to retrieve and display account balances and CAD/USD cash splits.
argument-hint	[account_id]
allowed-tools	Bash, Read

Questrade Get Balances Skill

Purpose

Directly queries the Questrade MCP Get Balances (and List Accounts) tool to display account equity, cash balances, and currency splits without modifying or writing any database records.

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_balances section) — each balance/profit leaf is a {cad, usd, combinedCad, combinedUsd} object of pre-formatted currency strings (e.g. "$131.08"), not raw numbers.

Workflow

1. If no account_id is specified:
   • Call MCP tool List Accounts to list active accounts.
2. For each account:
   • Call MCP tool Get Balances(accountId=...).
3. Format the result in a clean markdown table:
   • Account Number & Type (TFSA, RRSP, Margin)
   • Total Equity (CAD & USD equivalent)
   • Cash Balance (CAD)
   • Cash Balance (USD)
   • Market Value of Securities
   • Buying Power (Combined CAD)
   • Day P&L (USD/CAD)

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.