Common Workflows

Use this category when a request spans several API operations.

Goal	Sequence
First account check	Create app → OAuth login → profile request
Quote by company name	Search symbol master → confirm ticker → request a quote
Trading signal	Fetch candles → compute signal → validate instrument → dry-run order
Intraday options analysis	Check market status → request option chain → select legs → estimate margin → dry run
Portfolio snapshot	Read funds → holdings → positions → working orders
Strategy project	Fetch data → build script → backtest → report → consider Supercharge Mode

If authentication expires midway, log in again before continuing. A vague request to “clean up” positions is not a request to exit every position; show the positions and the proposed action first.