Questrade

Open Claw

Overview

Use this skill to run a repeatable browser-trading workflow for Questrade with independent quote checks from Yahoo Finance. Keep execution manual in the broker UI, but automate preparation, validation, and monitoring artifacts.

Workflow Decision Tree

1. Need a quote/monitoring snapshot across symbols: run scripts/market_snapshot.py.
2. Need a trade-ready plan with risk controls: run scripts/build_trade_checklist.py with Special Safety Check flags.
3. Need to place a trade in Questrade Web: follow references/questrade-browser-playbook.md.
4. Need field-level input/output rules: load references/data-contracts.md.
5. Need policy gating details: load references/openclaw-policy-compliance.md.

Standard Execution Flow

1. Confirm trading intent: symbol, side, size, account, session constraints.
2. Pull live Yahoo quotes and optional Questrade export using scripts/market_snapshot.py.
3. Reject stale data if snapshot age exceeds user threshold.
4. Run Special Safety Check (mandatory) through scripts/build_trade_checklist.py:

• --policy-ack OPENCLAW_POLICY_ACK
• --confirm-user-authorized
• --confirm-manual-execution
• --confirm-no-secrets-shared
• Live mode also enforces risk cap, data freshness, and drift thresholds.

1. Draft or refine ticket with scripts/build_trade_checklist.py.
2. Enforce hard checks before submitting in browser:

• Confirm side and quantity.
• Confirm order type and time-in-force.
• Confirm max risk and stop/exit rule.
• Confirm buying power and open-order conflicts.

1. Submit manually in Questrade Web and record confirmation ID.
2. Capture post-trade state (fill price, remaining quantity, stop/target status).

Guardrails

• Never claim an order is submitted unless a human confirms broker submission.
• Treat Yahoo as secondary market data, not authoritative execution data.
• Escalate if broker and Yahoo prices diverge beyond the configured tolerance.
• Refuse ambiguous instructions (missing side, quantity, or symbol).
• Require explicit user acknowledgement before high-impact actions.
• Block checklist generation when safety gate requirements fail.

Privacy Rules (OpenClaw.ai)

• Keep all credentials, MFA tokens, session cookies, API keys, and passwords user-side only.
• Never ask the user to paste secrets into chat, files, or logs.
• Use masked identifiers in generated artifacts by default (account IDs, order IDs, personal details).
• Only include raw sensitive identifiers when the user explicitly asks and confirms local-only usage.
• Store outputs locally and avoid sharing raw broker exports unless redacted.

Outputs

Generate one or more of these artifacts per task:

• snapshot.json or snapshot.csv from scripts/market_snapshot.py.
• trade_checklist.md from scripts/build_trade_checklist.py.
• A concise execution log containing timestamp, symbol, side, quantity, order type, and broker confirmation reference.

Resource Loading Guide

• Load references/data-contracts.md when parsing or validating CSV and JSON payloads.
• Load references/questrade-browser-playbook.md when the user asks for browser execution steps, troubleshooting, or reconciliation.
• Load references/openclaw-policy-compliance.md when enforcing or explaining policy checks.
• Prefer scripts for deterministic output instead of recreating tables/checklists manually.