How To Generate And Trace Trade Ideas

Use this workflow when you want to move from market scan to tracked decisions.

Workflow

1. Ask for ideas with clear constraints (style, risk, universe).
2. Review suggested ideas and reasoning.
3. Save high-quality ideas.
4. Approve or reject each saved idea.
5. Mark executed or not executed after the session.
6. Review history to improve your process.

Example Prompt

Find momentum setups with no earnings risk, ranked by relative strength. Suggest top 5 with entry, stop, and invalidation.

What Good Looks Like

• ideas are tied to clear setup logic
• risk is defined before action
• outcomes are tracked for feedback