A beginner-friendly guide to setting up ChatGPT + Claude as your trade-planning, logging, dashboard, risk-review, and daily-workflow partners — the actual system I use, explained in plain English.
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This isn't a magic trading bot. It's a practical, repeatable system for using AI as your trade journal, risk checker, file builder, and thinking partner — one you improve over time.
Use ChatGPT and Claude together — one as the fast reasoning and pressure-testing layer, the other for files, dashboards, and longer-form building.
Build with plain English instead of perfect code. Talk to the AI about what you want and iterate — no technical background required.
Teach your assistant your trading style, goals, account size, risk tolerance, and blind spots so it actually helps from day one.
Set up pre-trade review, trade logging, position management, and an end-of-day recap that captures what worked and what to fix.
Build in emotional circuit breakers and bear-market rules, and keep your trading account separate from your long-term wealth bucket.
A copy/paste library of prompts you can adapt to your own trading workflow and start using immediately.
Grab the guide, set up the workflow, and put AI to work as your trade journal, risk checker, and thinking partner.
Get the Free Guide ↑This guide is for educational and informational purposes only. It describes one trader's personal AI-assisted workflow and is not financial, investment, legal, tax, or trading advice, and not a recommendation to buy, sell, trade, hold, automate, or connect any account. AI tools can be wrong, outdated, overconfident, or misconfigured — verify everything before acting. You are responsible for your own accounts, security, risk, taxes, broker rules, and decisions.