Pre-trade rules checklist
Desk seat: Risk, Execution support
The problem
Rules get broken in the heat of the moment.
What the agent does
Checks a plan against your written rules, PASS/FAIL per rule.
Copy-paste prompt
My rules: [paste]. Proposed plan: [paste]. Open positions: [paste]. Return PASS/FAIL/CAN'T TELL per rule. If anything fails, write RULE BREAK at the top. 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
- Notion: A DIY journal, watchlist and review database
- ChatGPT: All-round role-playing of every desk agent
Linked roles
Limitations
Only checks the rules you wrote. AI can be wrong, so verify before relying on any output.
Source
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.
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