ClawHub

Questrade

Execute and monitor stock trades for openclaw.ai workflows using Questrade's browser platform with Yahoo Finance cross-checks. Use when Codex is asked to prepare or review Questrade Web order tickets, monitor symbols from Questrade and Yahoo Finance, produce pre-trade or post-trade checklists, reconcile fills, or enforce privacy-safe trading operations where credentials and sensitive account data stay on the user's side only.

Audits

Pass
ClawScanPass

Agentic behavior and permission review.

Static analysisPass

Pattern checks against bundled files.

VirusTotalPass

Multi-engine malware detections and file reputation.

Install

openclaw skills install openclaw-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.