Schwab Marketdata Workflows En

schwab-marketdata-workflows-en

> License & ToS reminder — Schwab Market Data is non-redistributable. > Every markdown file written by this skill must stay inside the > kevinkda/stock-personal private repository. Each playbook automatically > verifies isPrivate == true against the locally authenticated gh CLI > before writing; if the check fails, the write is refused.

First step on activation (mandatory)

1. get_server_info()  — verify server_version falls within compatible_mcp_version
2. Check the relationship between cwd and required_workspace:
   - cwd is inside the required_workspace subtree → read + write allowed
   - otherwise → only read of target_files; writes refused (prevents
     accidentally writing data into another repository)
3. gh repo view kevinkda/stock-personal --json isPrivate -q .isPrivate
   - If it returns false / no gh CLI / not logged in → strongly
     encourage manual user confirmation; in non-interactive contexts,
     stop without writing.

Playbook selection

| User intent | Playbook | | ------------------------------------------ | --------------------------------------------- | | Refresh VOO/QQQ tracker | playbooks/voo-qqq-tracker-update.md | | Refresh watchlist snapshot (monthly/event) | playbooks/watchlist-snapshot.md | | Rewrite summary summary.md | playbooks/summary-md-refresh.md | | Option-chain research (one-off deep dive) | playbooks/option-chain-research.md | | Shakeout 8-signal scan + AI weekly report | playbooks/shakeout-analysis-v2.md |

Universal constraints (every playbook must follow)

• Commit prefix: every commit message produced by this skill must

start with data(schwab): for audit traceability.

• Never commit directly to main: commit on the current feature/data

branch; if the current cwd is on the main branch, first run git switch -c data/schwab-YYYYMMDD.

• Never push to public: a failed gh repo view --json isPrivate

check stops the playbook.

• Never push --force: especially never force-push to main /

mainline.

• Data freshness: when health_check() returns

token_state != "valid" or token_expires_in_days .md (running again the same day overwrites it) | Typically run once a month; if you need to re-run on the same day → tell the user that today's history snapshot will be overwritten and obtain consent first | | option-chain-research | Fully repeatable | Each run produces a new docs/option-research/-.md (named by today's date); re-running the same symbol on the same day overwrites that day's snapshot but does not pollute prior days | Same symbol same day → ask the user whether to overwrite today's snapshot; different symbol or different day → run directly | | shakeout-analysis-v2 | Once per day | Each run writes research/shakeout-YYYY-MM-DD.md; running again the same day overwrites that report (the optional §10.4 row append is decided manually) | If research/shakeout-$(date +%Y-%m-%d).md already exists → ask the user whether to overwrite; default = skip |

The agent decides immediately after the playbook's pre-flight; when skipping, it calls no Schwab tools (to protect the quota) and only explains why it skipped.

Reference

• playbooks/voo-qqq-tracker-update.md
• playbooks/watchlist-snapshot.md
• playbooks/summary-md-refresh.md
• playbooks/option-chain-research.md
• playbooks/shakeout-analysis-v2.md

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: kevinkda
• Source: kevinkda/schwab-marketdata-skill
• License: MIT

Install and usage instructions live in the source repository linked above.