schwab-data-sweep

# Schwab Data Sweep

Reliable trade proposals in this workspace start from the same broker payloads. This skill centralizes that workflow so every persona reuses the identical snapshot and cache policy.

## Inputs
- `primary_symbol` (string): Underlying or index to analyze. Prefix indices/volatility products with `$` (e.g., `$SPX`, `$VIX`, `$VIX1D`) to avoid equity substitutions.
- `additional_symbols` (list, optional): Extra tickers for quotes (e.g., the wheel watchlist or hedge ETFs). Keep the list tight to minimize MCP latency.
- `include_option_chain` (bool, default true): Fetch option chain data for `primary_symbol`.
- `indicators` (list, optional): Indicator payloads to compute. Supported values: `atr`, `rsi`, `expected_move`, `historical_volatility`.
- `force_refresh` (bool, default false): Ignore cached payloads even if they are younger than five minutes.

## Outputs
Structured dictionary stored in memory for the calling agent:
- `timestamp`: ISO string + broker timezone from `mcp__schwab__get_datetime`.
- `account`: Payload from `mcp__schwab__get_account_with_positions()`.
- `quotes`: Map of symbol → quote (from `mcp__schwab__get_quotes()`).
- `historical`: Optional OHLCV data (from `mcp__schwab__get_price_history_every_day()` for 1M window).
- `option_chain`: Optional option chain snapshot (when requested).
- `indicators`: Any computed indicators with metadata about lookback and parameters.

## Instructions
1. **Cache Check**
   - Maintain a per-symbol cache keyed by `primary_symbol` + sorted `additional_symbols`.
   - Reuse the existing snapshot when `force_refresh` is false and the cached timestamp is ≤5 minutes old.
   - When reusing, surface the original Schwab timestamp so downstream persona messaging reflects the data age.

2. **Authentication Guardrail**
   - Call `mcp__schwab__get_account_numbers()` once per session if the MCP client indicates an unauthenticated state. Abort and return a `BLOCK` flag if authentication fails.

3. **Account & Capital