questrade-get-positions

name	questrade-get-positions
description	Direct skill wrapper for Questrade MCP tools to retrieve and display open security positions.
argument-hint	[account_id]
allowed-tools	Bash, Read

Questrade Get Positions Skill

Purpose

Directly queries the Questrade MCP Get Positions (and List Accounts) tool to display open securities, share counts, and average cost basis without modifying 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_positions section) for exact field names — the symbol lives in instrument, not symbol, and there is no per-row market price or P&L.

Workflow

1. If no account_id is specified:
   • Call MCP tool List Accounts.
2. For each account:
   • Call MCP tool Get Positions(accountId=...).
3. Format as a clean markdown table:
   • Account Number & Type (TFSA, RRSP, Margin)
   • Symbol
   • Open Quantity
   • Average Entry Price (USD/CAD)
4. Account-level totals (total market value, day P&L) are retrieved via /questrade:questrade-get-balances.

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.