Research & Idea Generation agent team
Most people's "research" is scrolling social feeds and headlines. It is noisy, biased toward whatever is loudest today, and leaves no rec…
Works with: Grok, ChatGPT, Claude, Gemini
Flagship Price Map / Technicals WatchlistWatchlist Building agent team
Watchlists rot. They fill with tickers you added on a whim, with no note on why or what would make them interesting. A watchlist should b…
Works with: Grok, ChatGPT, Claude, Gemini
Flagship Research ThesisThesis Check & Devil's Advocate agent team
Once we like an idea, we look for reasons it's right. That's confirmation bias, and it is the most expensive habit in investing. A delibe…
Works with: Grok, ChatGPT, Claude, Gemini
Flagship Risk Execution support Risk/sizingPosition Sizing & Risk Check agent team
Oversizing turns an ordinary wrong call into account-level damage. People skip the math or break their own rules in the moment. This team…
Works with: Grok, ChatGPT, Claude, Gemini
Flagship Ops / Journal / Reporting JournalTrade Journal agent team
Everyone knows they should journal; almost nobody does, because it's tedious. Without a journal you can't tell skill from luck or spot re…
Works with: Grok, ChatGPT, Claude, Gemini
Flagship Ops / Journal / Reporting ReviewWeekly Review agent team
Without a review loop, the same mistakes repeat. The journal holds the data; the weekly review turns it into one or two concrete changes.…
Works with: Grok, ChatGPT, Claude, Gemini
Research Research ThesisSummarize an earnings call transcript
Earnings calls run an hour and the important parts are buried.
Works with: Grok, ChatGPT, Claude, Gemini
Research Research ThesisCompare 10-K risk factors year over year
Companies quietly add or reword risk factors and few people notice.
Works with: ChatGPT, Claude, Gemini
Research ResearchExplain a new 8-K filing in plain English
8-K filings announce material events in legal language.
Works with: Grok, ChatGPT, Claude, Gemini
Research Research WatchlistDaily news digest filtered to your watchlist
Most of the day's news doesn't touch your book, and sorting it by hand eats prep time.
Works with: Grok, ChatGPT, Gemini
Research ResearchScan X sentiment on a theme
Social chatter moves fast and is hard to read without bias.
Works with: Grok
Macro ResearchWeekly macro calendar brief
Big economic releases can surprise you if you don't know they're coming.
Works with: Grok, ChatGPT, Claude, Gemini
Macro ResearchExplain a macro data series
Charts of yields, inflation or jobs are confusing without context.
Works with: Grok, ChatGPT, Claude, Gemini
Research ResearchOne-page sector primer
Researching a new sector means learning its jargon and economics fast.
Works with: Grok, ChatGPT, Claude, Gemini
Research Research ThesisMap a company's competitors
A thesis that ignores competition is incomplete.
Works with: Grok, ChatGPT, Claude, Gemini
Research Research ReviewTrack a company's key KPIs over time
Headline earnings hide the operating metrics that actually drive a business.
Works with: ChatGPT, Claude
Price Map / Technicals WatchlistTurn a vague idea into screener criteria
"Cheap quality growth stocks" isn't something a screener can run.
Works with: Grok, ChatGPT, Claude, Gemini
Price Map / Technicals WatchlistTriage a long screener result
Screeners return 200 names and you can only study 5.
Works with: Grok, ChatGPT, Claude, Gemini
Price Map / Technicals WatchlistWrite watchlist alert conditions
Vague watchlist notes never fire; precise alerts do.
Works with: Grok, ChatGPT, Claude, Gemini
Price Map / Technicals Research Research WatchlistCrypto watchlist with on-chain context
Crypto prices alone miss what's happening on-chain.
Works with: Grok, ChatGPT
Price Map / Technicals Research ThesisSanity-check an options-flow alert
Big options trades look like smart money but often aren't.
Works with: Grok, ChatGPT, Claude, Gemini
Price Map / Technicals Execution support Thesis Risk/sizingExplain an option structure's payoff
Multi-leg options are easy to misunderstand and costly to get wrong.
Works with: Grok, ChatGPT, Claude, Gemini
Research ThesisRun a bull vs bear debate
One-sided research leads to overconfidence.
Works with: Grok, ChatGPT, Claude, Gemini
Risk Thesis Risk/sizingPre-mortem a trade idea
We plan for success and get surprised by failure.
Works with: Grok, ChatGPT, Claude, Gemini
Research ThesisCheck the base rate for a setup
People judge ideas by stories, not by how often similar ideas work.
Works with: Grok, ChatGPT, Claude, Gemini
Research ThesisValuation assumptions sanity check
Valuation models hide heroic assumptions.
Works with: Grok, ChatGPT, Claude, Gemini
Risk Execution support Risk/sizingPosition-size math on your rules
Position size determines how much any single mistake costs, and it's the variable you fully control.
Works with: Grok, ChatGPT, Claude, Gemini
Risk Execution support Risk/sizingPre-trade rules checklist
Rules get broken in the heat of the moment.
Works with: Grok, ChatGPT, Claude, Gemini
Risk Risk/sizing ReviewCheck portfolio concentration and correlation
Five 'different' positions can be one bet.
Works with: ChatGPT, Claude
Risk Risk/sizing ReviewStress-test your portfolio against past drawdowns
You don't know your pain threshold until it's tested.
Works with: ChatGPT
Risk Macro Risk/sizingEvent-risk calendar for open positions
Earnings and macro events can gap positions.
Works with: Grok, ChatGPT, Gemini
Ops / Journal / Reporting JournalVoice-note to trade journal
Journaling is skipped when it costs time right after a decision.
Works with: Grok, ChatGPT, Claude, Gemini
Ops / Journal / Reporting JournalAuto-log journal entries to a database
Copying entries by hand breaks the habit.
Works with: ChatGPT, Claude
Ops / Journal / Reporting Journal ReviewAnalyze a journal app export
Journal apps collect data; few people analyze it.
Works with: ChatGPT, Claude
Ops / Journal / Reporting JournalTag emotions and process mistakes
Emotional mistakes repeat because they're never named.
Works with: Grok, ChatGPT, Claude, Gemini
Ops / Journal / Reporting Journal ReviewLog the trades you didn't take
Passes and hesitations teach as much as trades.
Works with: Grok, ChatGPT, Claude, Gemini
Ops / Journal / Reporting ReviewWeekly process stats
Without numbers, reviews are vibes.
Works with: Grok, ChatGPT, Claude, Gemini
Ops / Journal / Reporting ReviewPick one commitment for next week
Long improvement lists never stick.
Works with: Grok, ChatGPT, Claude, Gemini
Ops / Journal / Reporting ReviewMonthly performance & attribution report
You can't tell skill from luck without attribution.
Works with: ChatGPT, Claude
Research Ops / Journal / Reporting Review ThesisRevisit old theses
Theses go stale while positions stay open.
Works with: Grok, ChatGPT, Claude, Gemini
Ops / Journal / Reporting Research Watchlist Journal ReviewRun your desk on a schedule
Routines are most reliable when they run on a schedule and you review the output.
Works with: Grok, ChatGPT
Research Research ThesisCode a research crew in Python
Copy-pasting between chats doesn't scale.
Works with: ChatGPT, Claude
Research Price Map / Technicals Research Watchlist Risk/sizingGive a custom agent market data
Chat assistants guess numbers when they lack data.
Works with: ChatGPT, Claude
Research Risk Research Thesis Risk/sizingFact-check another agent's output
Agents confidently state wrong numbers.
Works with: Grok, ChatGPT, Claude, Gemini
Ops / Journal / Reporting ReviewPersonal trading-education plan
Self-education is scattered and random.
Works with: Grok, ChatGPT, Claude, Gemini
Go deeper
Trading skill packs (load professional market knowledge into your agent) · Flagship setups (full multi-agent teams) · Roles library (12 personas) · Tools directory (42 tools)
Educational only. Not financial advice. The Agentic Trader teaches how to organize AI agents around your own research and review process. Nothing here is a recommendation to buy, sell, or hold any security or asset. We do not endorse any broker, platform, or asset. AI output can be wrong, so verify everything and make your own decisions. Trading and investing involve risk of loss.
Get one new agent setup a week
A short email with one new copy-paste agent team and what's new in AI tools for traders and investors. Free. (Launching soon. Sign up and we'll let you know.)