A robust interface for querying Questrade account details and North American market data through the Questrade REST API.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install 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 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 API Skill?
The Questrade skill for Openclaw Skills provides a comprehensive bridge between your AI agent and the Questrade brokerage platform. It allows for detailed querying of Canadian and US market data, including Level 1 quotes and historical OHLCV candles, alongside private account management.
This skill is built to handle the complexities of the Questrade REST API, particularly the sensitive OAuth refresh token rotation. It ensures that developers and traders can maintain a persistent connection to their portfolio data, execution history, and order status without manual intervention, making it an essential tool for financial automation and portfolio monitoring.
Questrade API Skill Use Cases
- Monitoring real-time portfolio performance and account balances.
- Automating the retrieval of historical market data for technical analysis.
- Searching for security metadata and integer-based symbol IDs for North American equities.
- Auditing trade executions and order history across multiple brokerage accounts.
How Questrade API Skill Works
- The user provides a manual authorization token generated from the Questrade App Hub.
- The skill authenticates with the Questrade REST API and retrieves an access token.
- On every request, the skill checks for token expiration and automatically handles the rotation of refresh tokens, updating local credentials.
- Users perform a symbol search to map ticker strings to specific Questrade integer IDs required for market data.
- The CLI executes specific commands to fetch structured data from Questrade endpoints for accounts, orders, or market quotes.
Questrade API Skill Setup
1. Activate API Access
Log in to Questrade, navigate to App Hub → API Centre, and click Activate API to generate a manual authorization token.
2. Configure Credentials
You can use environment variables:
export QUESTRADE_REFRESH_TOKEN="your-token-here"
export QUESTRADE_PRACTICE="false"
export QUESTRADE_READ_ONLY="true"
3. Install Requirements
pip install requests
Questrade API Skill Data Schema & Taxonomy
The skill organizes data retrieved from the Questrade API into structured formats for easy consumption:
| Data Type | Description | Key Fields |
|---|---|---|
| Account Info | High-level account details | Account ID, Type, Status |
| Balances | Currency-specific totals | Cash, Market Value, Equity, Buying Power |
| Positions | Current holdings | Symbol ID, Quantity, Average Entry, Current Price |
| Market Data | Quotes and Candles | Bid/Ask price, Volume, OHLCV (Open, High, Low, Close, Volume) |
| Orders | Active or past trade requests | Order ID, Limit Price, State, Execution Details |
Questrade API Skill Advanced Features
- Automatic OAuth token rotation and persistence to ensure long-term connectivity without manual resets.
- Support for both live production and practice/sandbox environments for safe testing.
- Intelligent symbol-to-ID mapping to streamline market data requests.
- Built-in guardrails for order placement including live quote fetching and price sanity checks for partner-level access.
SKILL.md
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