Create a set of 8 copy-paste prompts for a self-directed stock trader with [TRADING STYLE] and [RISK LIMITS]. I follow these instruments and market conditions: [MARKETS AND UNIVERSE]. The data I can provide is [AVAILABLE DATA]. Produce one prompt each for: creating a company research brief, preparing for earnings, analyzing an SEC filing, comparing two companies, mapping a catalyst calendar, reviewing a technical setup, sizing a proposed position, and writing a trade-journal review. Every prompt must require dated sources or user-provided data and must never invent prices, earnings figures, analyst views, filings, news, or real-time market conditions. Distinguish factual inputs from interpretation and bullish from bearish evidence. For a trade setup, require entry thesis, invalidation level, time horizon, liquidity considerations, catalysts, event risk, and a pre-defined exit plan. For sizing, use only the stated account and risk parameters; show the arithmetic, state uncertainty, and say when the inputs are insufficient. For company work, address revenue drivers, margins, balance sheet, cash flow, valuation assumptions, competitive risks, and upcoming disclosures when relevant. Return a table with Task, Copy-Paste Prompt, Data to Provide, and Decision Guardrail. Keep each prompt between 90 and 150 words. Add a brief note that the output is educational analysis, not investment advice, and that the user remains responsible for decisions. Before answering, check that every prompt requires source dates and separates facts from assumptions. Check that no output asks the model to predict a price target or promise a return. Ask up to 3 clarifying questions only if a required input is missing.
Fill in
| Placeholder | What to enter | Example |
|---|---|---|
| [TRADING STYLE] | Describe your horizon and approach, such as long-term investing, swing trading, or event-driven trading. | Swing trading liquid U.S. large-cap equities over two days to six weeks. |
| [RISK LIMITS] | State your maximum loss, concentration, leverage, and position-sizing rules. | Risk no more than 0.5% of a $75,000 account per trade; maximum 12% position size; no leverage; exit before binary FDA events. |
| [MARKETS AND UNIVERSE] | Name the exchanges, sectors, asset types, or watchlist universe you trade. | NYSE and Nasdaq large-cap software, semiconductors, and industrials. |
| [AVAILABLE DATA] | List the dated filings, prices, charts, notes, transcripts, or other information you can provide. | Dated daily OHLCV chart, latest 10-Q or 10-K, earnings transcript, my watchlist notes, and broker-reported account value. |
How to use
- Replace each bracketed input with your actual process and limits, then save the generated prompts you will reuse.
- Paste dated filings, chart data, and your own notes with the selected prompt; do not assume the model has current market access.
- Check dates, calculations, sources, and risk limits before acting on any analysis.
- Follow up with: “Turn the earnings prompt into a checklist for [TICKER] using only the materials I paste.”
Variations
Earnings checklist
Use before an earnings release or call.
Prepare an earnings-review checklist for [COMPANY] using only these dated materials: [FILINGS, GUIDANCE, AND NOTES]. My thesis is [THESIS]. Return a table covering prior guidance, consensus figures if supplied, revenue drivers, margins, cash flow, balance-sheet items, segment metrics, management commentary, competitive signals, and next-quarter guidance. For each item, state what outcome supports, weakens, or is neutral to the thesis. Include questions to answer on the call and event risks that could make comparison difficult. Separate reported facts from my assumptions. Do not invent estimates, prices, news, or analyst consensus. End with facts I still need before reassessing the position.
Position risk
Use to check a proposed position against your own rules.
Evaluate this proposed stock position against my rules, without giving investment advice. Account value: [ACCOUNT VALUE]. Proposed entry, stop or invalidation point, and shares: [TRADE PLAN]. My limits: [RISK RULES]. Return the dollar risk, percent account risk, gross exposure, concentration effect, and arithmetic used. Then list event, liquidity, gap, correlation, and execution risks relevant to the information supplied. If a stop does not cap risk because of gaps or illiquidity, say so clearly. Identify missing inputs and do not assume them. End with a pass, revise, or insufficient-data process verdict based solely on my stated rules.
Trade journal
Use after closing a position to find process mistakes.
Review this completed trade journal entry: [TRADE RECORD]. My original setup rules were [SETUP RULES]. Produce a factual post-trade review with sections for thesis quality, entry execution, sizing, risk management, exit discipline, outcome versus process, and a single rule change to test. Compare decisions to the rules in force at the time, not to what happened afterward. Flag hindsight bias, missing documentation, and any rule breach. Do not attribute the result to information not in the record or recommend a new security. End with two measurable fields I should add to future journal entries.
Tips
- Use filings, company presentations, and timestamped transcripts as the factual base; label broker notes and social posts as opinions.
- Write an invalidation condition before entering a trade, because a model can help test a rule but cannot supply discipline after the position moves.
- For technical analysis, provide the timeframe, price data date, volume, and market context; chart patterns differ across horizons.
- Keep a journal that records the decision available at entry, not only the eventual gain or loss.
FAQ
Can AI tell me which stock to buy?
It can organize research and test a stated process, but it cannot provide reliable personalized investment advice or guarantee outcomes.
How do I avoid stale market information?
Paste dated prices, filings, and news sources, then require the model to state their dates and identify missing current information.
Can AI calculate position size?
It can show arithmetic from your supplied account value, entry, invalidation, and risk rules. Check the math and account for gaps, spreads, and execution limits.