Can I use this for index options like $SPX?

Yes, the skill is designed to handle indices and volatility products. By prefixing symbols with a '$' (e.g., $SPX, $VIX), the skill ensures the MCP fetches index data rather than equity substitutions.

How does the caching mechanism work?

The skill caches data snapshots for five minutes per symbol set. This reduces API latency and ensures that all downstream trading agents or personas use identical market inputs for a single planning cycle.

How does it handle Schwab authentication?

It includes an authentication guardrail that automatically checks the MCP client state. If the session is unauthenticated, it flags the state and prevents further execution until the user authenticates.

Can I bypass the cache for real-time updates?

Yes, you can set the 'force_refresh' parameter to true. This ignores any existing cached payloads and fetches the most recent data directly from the broker.

What technical indicators are supported out of the box?

The skill currently supports the automated retrieval and computation of Average True Range (ATR), Relative Strength Index (RSI), Expected Move, and Historical Volatility.

Schwab Market Data Snapshot

Name: Schwab Market Data Snapshot
Author: jkoelker

byjkoelker

•

Ciencia de Datos y ML

Synchronizes and caches comprehensive Charles Schwab market data, including account status, real-time quotes, and option chains for trading agents.

Acerca de

The Schwab Data Sweep skill provides a unified data acquisition layer for trading agents and AI workflows using the Charles Schwab MCP. It streamlines the process of fetching account balances, open positions, real-time market quotes, and complex option chains while implementing a robust five-minute caching policy. By centralizing data collection, it ensures that all trading personas within a workspace operate on a 'single source of truth,' reducing API latency and maintaining consistency across risk management and trade execution tasks.

Características Principales

Comprehensive data snapshots including account balances, positions, and quotes.
Support for indices and volatility products using specialized symbol prefixing.
Automated computation of technical indicators like ATR, RSI, and Expected Move.
Integrated authentication guardrails to prevent errors during unauthenticated sessions.
1 GitHub stars
Intelligent 5-minute caching to optimize API usage and ensure data consistency.

Casos de Uso

Standardizing market inputs across multiple AI agents to ensure uniform trade recommendations.
Collecting 0DTE option chain data and technical indicators for daily index trading strategies.
Monitoring account buying power and equity quotes for automated 'Wheel' strategy execution.

Acerca de

Características Principales

Comprehensive data snapshots including account balances, positions, and quotes.
Support for indices and volatility products using specialized symbol prefixing.
Automated computation of technical indicators like ATR, RSI, and Expected Move.
Integrated authentication guardrails to prevent errors during unauthenticated sessions.
1 GitHub stars
Intelligent 5-minute caching to optimize API usage and ensure data consistency.

Casos de Uso

Standardizing market inputs across multiple AI agents to ensure uniform trade recommendations.
Collecting 0DTE option chain data and technical indicators for daily index trading strategies.
Monitoring account buying power and equity quotes for automated 'Wheel' strategy execution.