A secure browser-based trading workflow for Questrade with integrated Yahoo Finance verification and automated safety checklists.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install openclaw-questrade
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install openclaw-questrade using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Questrade Trading Automation Skill?
This skill provides a robust framework for executing and monitoring stock trades on the Questrade platform while maintaining strict privacy standards. By combining automated market data snapshots with manual execution playbooks, it ensures that sensitive account credentials stay entirely on the user's side. As part of the Openclaw Skills ecosystem, it bridges the gap between high-level trading intent and disciplined broker execution.
The skill leverages Yahoo Finance as an independent data source to cross-check market prices, providing an additional layer of verification before any order is prepared. It focuses on generating deterministic artifacts like trade checklists and risk-controlled snapshots, empowering users to follow a repeatable, audit-ready trading process without exposing API keys or session tokens to the AI agent.
Questrade Trading Automation Skill Use Cases
- Preparing trade-ready plans with built-in risk controls and policy gating.
- Generating multi-symbol market snapshots using Yahoo Finance and Questrade data.
- Creating standardized pre-trade and post-trade checklists for consistent execution.
- Reconciling fills and monitoring order status through browser-based playbooks.
- Enforcing hard risk checks before submitting manual orders in Questrade Web.
How Questrade Trading Automation Skill Works
- Confirm trading intent by defining the symbol, side, size, and account constraints.
- Execute the market snapshot script to pull live data from Yahoo Finance and Questrade exports.
- Validate data freshness and automatically reject snapshots that exceed age thresholds.
- Trigger a Special Safety Check to enforce risk caps, drift thresholds, and policy compliance.
- Generate a detailed trade checklist artifact to guide manual input in the broker UI.
- Manually submit the order in Questrade Web following the provided browser playbook.
- Capture the post-trade state, including fill prices and confirmation IDs, for local logging.
Questrade Trading Automation Skill Setup
To get started with this skill in your environment, follow these steps:
# Navigate to the skill directory
cd open-claw-questrade
# Install necessary Python dependencies
pip install -r requirements.txt
# Run a market snapshot to verify data access
python scripts/market_snapshot.py --symbols AAPL,TSLA
Ensure you have an active Questrade Web session in your browser. All Openclaw Skills are designed to keep your credentials local, so never paste MFA tokens or session cookies into the terminal or chat interface.
Questrade Trading Automation Skill Data Schema & Taxonomy
The skill organizes its operations through structured JSON and Markdown outputs to ensure transparency:
| File Type | Description |
|---|---|
snapshot.json |
Contains real-time price data, timestamps, and symbol metadata. |
trade_checklist.md |
A comprehensive pre-flight document with side, size, and risk rules. |
execution_log |
A local record of timestamps, symbols, and broker confirmation IDs. |
references/ |
Directory containing data contracts and policy compliance rules. |
Questrade Trading Automation Skill Advanced Features
- Cross-platform data validation using Yahoo Finance as a secondary quote source.
- Mandatory Special Safety Check flags to enforce rigorous risk management and policy acknowledgement.
- Masked identifier support to ensure personal account details and sensitive IDs remain redacted in logs.
- Modular reference loading for deterministic data parsing and automated drift threshold detection.
- Policy gating that blocks checklist generation when safety requirements are not met.
SKILL.md
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