Personal trading-education plan

Desk seat: Ops / Journal / Reporting

The problem

Self-education is scattered and random.

What the agent does

Builds a study plan from the weaknesses your review uncovered.

Copy-paste prompt

Based on these recurring weaknesses from my reviews [paste], build a 4-week study plan with free resources, one exercise per week, and a way to measure progress. No strategies or trade recommendations. Do not give buy/sell/hold advice or price targets; label facts vs. inferences and cite sources.

Works with

Grok, ChatGPT, Claude, Gemini, or any similar assistant.

Linked tools

Claude: Long filings, careful devil's-advocate writing
NotebookLM: Q&A over your own filings, transcripts and notes

Linked roles

Performance Coach

Limitations

Resource quality varies; verify links. AI can be wrong, so verify before relying on any output.

Source

NotebookLM

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.