Answer the questions. AI builds the plan. You follow it.
Build a personalized trading plan with AI. Answer 7 sections of guided questions, and Claude generates a professional plan tailored to your goals, schedule, and risk tolerance.
7-Step Guided Questionnaire
Goals, schedule, markets, risk management, strategy, psychology, and contingency planning. Each section has guided questions with placeholder examples. Your existing setups and mistakes are pre-populated as hints.
AI-Generated Professional Plan
All your answers plus your actual trading data are sent to Claude AI, which generates a comprehensive, personalized trading plan. Includes executive summary, strategy playbook, risk framework, psychology protocol, contingency plans, and a commitment statement.
Auto-Creates Rules, Goals & Milestones
After your plan is generated, AI suggests trading rules, a yearly profit goal, milestone targets, and checklist items based on your answers. Review and approve each suggestion before it is applied.
Quarterly Review Cycle
Plans are designed to be reviewed every 90 days. Previous answers are pre-populated so you can update based on what changed. Version history tracks how your plan evolved over time.