Stop using AI to trade. Do this instead.
If you're not a profitable trader, AI won't magically change that. Instead of using AI to trade for you, use it to streamline your trading process. I'll show you exactly how I use it.
This Article walks you through the exact process I use:
Bonus: I will share the exact prompt at the end so you can copy my workflow!
The Biggest Mistake w/ AI
The biggest lie I have seen floating around this space is that AI can magically fix your trading.
If you lack a strong trading foundation, then AI can't save your...
Foundation Includes:
These are all necessary if you want to make it in this industry.
However, instead of building a strong foundation, the majority of people try to vibe-code their own trading bots without even having a profitable strategy themselves.
That's the biggest mistake I see beginner traders make with AI.
Those who should start building their own AI trading bots are the traders who already know the pieces that are necessary to do so.
1. Rules for identifying a setup 2. Rules for executing trades 3. Rules for closing trades 4. Rules for sizing into trades
At the end of the day, there is no harm in testing out trading bots on a demo account and just messing around to gather data and be more familiar with them.
Just don't expect these bots to make you a profitable trader if you aren't one.
How you should be thinking of using AI
The first thing I would do is rebuild my whole trading workflow, which is exactly what I ended up doing in the article below.
My only objective when building that workflow was:
"How can I make my trading process more efficient"
Having all of my process in a single workflow that can be saved and reviewed at any time is what everyone should strive for.
When you are first starting, you need to treat AI as a helping hand as opposed to trying to figure out how it can do everything for you, including taking your trades.
How to Build Your Own Workflow
Now let's get into the new workflow that I have built for my Weekly & Monthly performance reviews.
The first step to building this workflow is for you to already have an existing format for these reviews, but if you don't, then don't worry; you can copy mine or ask Claude to make one for you.
Starter Prompt
All you have to do is paste this prompt into a new Claude chat, and you will have your first workflow for your weekly and monthly performance reviews.
When breaking down this prompt, you can see that it has 2 parts.
1. Weekly Review Template 2. Monthly Review Template
Anyone can write down these templates or build them in a Word document.
Where the magic actually happens is when we are using AI to analyse every single one of our good or bad habits.
Help us find patterns in our trading and pinpoint where exactly those patterns start to develop.
Then it's down to you to figure out how you can work on them or even ask Claude!
Prompt Result:
What you end up getting is a full dashboard for your Weekly and Monthly performance reviews.
All you have to do is, at the end of every week, fill in the template and assign yourself the correct tag corresponding to what you have been struggling with.
Then, after enough data is gathered, you will be able to see what your biggest weaknesses are and then start finding ways to improve them.
The whole point of this is to make you more aware of your good or bad habits.
There will also be the option to customize the template to your own liking.
Final Thoughts
If you want access to my own custom performance review template, all you have to do is:
Step 1: Follow me on Instagram
- instagram.com/morin.trades/?hl=en
Step 2: Write "AI" in my DM's and I will send you my workflow for Free!
You can drop it straight into Claude, and it will give you my exact template.
If you found this article valuable, be sure to follow me @TraderMorin
Thanks for reading. 💙💙
