5 AI Prompts to Build Your Complete Trading Plan

I’ve put together 5 prompts you can drop into Claude (or ChatGPT, whatever you use) that could help you map out your entire trading operation.
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Get some clarity on what you’re actually doing, what your goals are, and what you need to do to get there.
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I’m a big believer that the human brain is capable of amazing things, the trick is focusing it in the right place for long enough to move the needle.
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Ok, so with that in mind, try these:
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​PROMPT 1: YOUR TRADING IDENTITY
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​“I want to define my trading identity. Ask me questions one at a time about my lifestyle, personality, risk tolerance, time availability, financial goals, and trading experience. Based on my answers, suggest which trading style (scalping, day trading, swing trading, position trading) and asset class might suit me best. Give me an honest assessment, not just what I want to hear.”
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​This one’s important… Half the traders I know are fighting their own personality every single session.
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Night owl trying to trade the London open. Risk-averse person scalping crude headlines. Sort this out first.
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​PROMPT 2: YOUR PLAYBOOK BUILDER
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​“Help me build a detailed playbook for my trading setups. Ask me about each setup one at a time. For each one I want to define: the market conditions where it works best, the specific entry trigger, where my stop goes and why, my target approach, position sizing rules, and what the setup looks like when it FAILS. Keep pushing me to be more specific if my answers are vague.”
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​The “keep pushing me to be more specific” part is key here. AI is actually pretty good at not letting you get away with flaky answers if you prompt it.
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​PROMPT 3: YOUR RISK FRAMEWORK
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​“Act as a risk management consultant for a retail trader. Ask me about my account size, risk tolerance, and trading goals. Then help me build a complete risk framework including: max risk per trade, max daily loss limit, max weekly drawdown before I pause, correlation rules if I’m in multiple trades, and a circuit breaker protocol for when things go wrong. Be conservative. I’d rather stay in the game than blow up.”
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​This is useful to get a different perspective on your risk…
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​PROMPT 4: YOUR DAILY ROUTINE
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​“Help me design a pre-market and post-market routine for a [add your style here] trader who trades [your market/session]. Include: what I should review before I trade, how I should assess market conditions, a checklist before placing any trade, and a post-session review process. Make it practical and something I can complete in 30 minutes or less. I don’t want a 2-hour ritual I’ll abandon after a week.”
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​The “I’ll abandon after a week” bit hopefully gets you a useful answer.
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Everyone builds these fantasy morning routines, eating yaks yogurt whilst in the lotus position sitting on a giant ice cube….
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You need one that actually sticks on a wet Tuesday when you can’t be arsed.
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​PROMPT 5: YOUR TRADING BUSINESS MODEL
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​“Help me think about my trading like a business. Ask me questions about my current results, win rate, average winner vs average loser, how many trades I take per week, and my costs (commissions, data, tools). Then help me build a simple business model that shows: my expected monthly return based on current stats, what improving my win rate by 5% would do, what increasing my R rate would do, and where my biggest edge for improvement actually is.”
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​This is the one that usually opens people’s eyes. When you see the numbers laid out like a business P&L, you can put that brain to work on the most important task, or the biggest domino as I call it.