version: "1.0.1" name: trading description: "Manage TastyTrade brokerage accounts — monitor portfolios, analyze options with Greeks, place and manage multi-leg orders, and stream real-time market data. Use when the user asks about account balances, positions, options chains, IV rank, order placement, watchlists, or market status."

TastyTrade Trading

Interact with TastyTrade brokerage accounts via the tasty-agent MCP server. Covers portfolio monitoring, market data streaming, options analysis, and order management.

Workflow

1. Check market status — call market_status to confirm the relevant exchange is open before placing orders or fetching live quotes.
2. Review account state — use account_overview with include=["balances","positions"] to see net liquidating value and current holdings.
3. Research — gather data with the appropriate tool:

• get_quotes for real-time stock/option/futures quotes via DXLink streaming
• get_greeks for delta, gamma, theta, vega, rho on specific option contracts
• get_market_metrics for IV rank, IV percentile, beta, and liquidity across symbols
• search_symbols to look up tickers by name

1. Plan the trade — verify positions with account_overview, check Greeks for risk, and confirm the user's intent before proceeding.
2. Execute — use place_order for new orders, replace_order to reprice existing live orders at the current mid, or cancel_order to cancel. Always require explicit user confirmation before placing.
3. Track — use get_history for transaction or order history, list_orders for live orders, and watchlist to manage symbol lists.

Key Rules

• Never place orders without explicit user confirmation.
• Equity and option legs use Buy to Open, Buy to Close, Sell to Open, Sell to Close; futures use Buy or Sell.
• place_order always uses quote-derived mid pricing; do not pass raw prices.
• place_order aligns prices to the broker's valid tick grid; do not retry unchanged if tick-size data is unavailable.
• quantity is the actual share/contract count. For dollar-budget orders, pass top-level target_value and omit quantity for single-leg orders. For multi-leg spreads with target_value, use quantity only to express the leg ratio, such as 1:1 or 2:1.
• For replacing an order, call replace_order(order_id) to reprice at current mid.
• Do not use underlying stock quotes as option order prices. place_order resolves the exact instrument quote and validates the signed net limit against the current bid/ask market.
• Tool outputs are intentionally compact; use the returned bid/ask/mid, sizing, warnings, and order summaries rather than expecting full SDK dumps.
• Supported time-in-force values: Day, GTC, GTD, Ext, Ext Overnight, GTC Ext, GTC Ext Overnight, IOC.
• Use get_history(type="transactions") for trade/money history (default 90 days) and type="orders" for order history (default 7 days). Paginate with page_offset and limit.
• watchlist(action="list") without a name returns watchlist metadata only. Call it again with name to fetch symbols for a specific watchlist.