update-cfd-instruments

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:

1. Parse the underlying_asset_exchange field for a leading uppercase exchange code.
2. Look up (broker, instrument_name) in broker_instrument rows.
3. Look up instrument_name in instrument rows.
4. 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

1. Run the updater from the repository root:

   python3 .agents/skills/update-cfd-instruments/scripts/update_cfd_instruments.py \
     --output data/cfd_instruments.csv
   

2. 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.

3. 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.