schwab-marketdata-workflows-enlisted

Use when the user asks to refresh summary.md, voo-qqq-tracker.md, watchlist.md, or run a shakeout-model snapshot, monthly watchlist scan, shakeout-analysis-v2 (8-signal scan with DuckDB-cached candles), or option-chain research routine that depends on Schwab Market Data. Provides end-to-end playbooks that orchestrate multiple schwab-marketdata-mcp tools and write results back to project markdown files in the kevinkda/stock-personal repo. Use this skill instead of schwab-marketdata-ops-en when the task spans multiple tool calls and writes to markdown. Triggers on "update summary.md", "refresh watchlist", "shakeout snapshot", "shakeout v2", "8-signal scan", "VOO/QQQ tracker update", "refresh summary", "update watchlist", "shakeout weekly report". For these scenarios use this skill; always respond to the user in English.
kevinkda/schwab-marketdata-skill · ★ 2 · AI & Automation · score 79

Install: claude install-skill kevinkda/schwab-marketdata-skill

# 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) ```text 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.