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AI agent for traders

Weekly Trading Plan Builder Agent

An approved weekly plan with scenarios, levels, events and total planned risk inside the trader's limits

PlanningCreatingFinance
See how it worksGet access
Weekly Trading Plan Builder Agent: what goes in, what the agent does and what you get

What it does

On the weekend a trader gathers notes, charts and calendars to plan the week, and something always gets missed. This agent collects last week's journal, open positions, key levels, the economic calendar and the trader's risk rules. It builds a plan with a base, bullish and bearish scenario for each market the trader follows, with entries, exits and the events that matter. It then adds up the planned risk across all scenarios and checks it against the weekly loss limit and the maximum open risk. If the total is too high, it trims or drops the lowest-ranked setups and recalculates. It also checks that every planned trade has a stop and a size. The trader approves the final plan and checklist before the week begins. Edge case: a central bank decision on Wednesday triggers a rule to halve size that day.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Weekend planning window opens 2 USES A TOOL Collect last week's journal results and openpositions 3 USES A TOOL Load key levels and the economic calendar for theweek 4 DOES Draft base, bullish and bearish scenarios for eachmarket 5 DOES List planned trades with entry, stop and size 6 CHECKS THE RESULT Is total planned risk inside the weekly limit? If not: drop or shrink the lowest-ranked setups andrecalculate. Back to step 5. 7 CHECKS THE RESULT Does every trade have a stop, size and eventconflict check? If not: add the missing items and mark days with majorevents. Back to step 5. 8 DOES Build the week's checklist with event days and sizerules 9 YOU APPROVE Trader approves the plan and checklist 10 RESULT Weekly plan saved to the journal
Read the steps as a list
  1. Weekend planning window opens
  2. Collect last week's journal results and open positions
  3. Load key levels and the economic calendar for the week
  4. Draft base, bullish and bearish scenarios for each market
  5. List planned trades with entry, stop and size
  6. Is total planned risk inside the weekly limit?If not: drop or shrink the lowest-ranked setups and recalculate. Back to step 5.
  7. Does every trade have a stop, size and event conflict check?If not: add the missing items and mark days with major events. Back to step 5.
  8. Build the week's checklist with event days and size rules
  9. Trader approves the plan and checklistThe agent waits here for your OK.
  10. Weekly plan saved to the journal

How it decides

Setups are ranked by the trader's own criteria. The plan is accepted only when total planned risk is within the weekly and open-risk limits and every trade has a stop and size.

  • Reject the plan if planned risk exceeds the weekly loss limit
  • Halve size on days with a rule-listed high impact event
  • Drop a setup that conflicts with an open position's risk
  • Rank setups by the trader's written criteria, not by recent results alone

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Markets covered
  • Weekly loss limit and open-risk limit
  • Events that trigger size cuts
  • Plan format

What keeps you in control

It always asks you first

  • Trader approves the final plan

Hard limits

  • Never places orders
  • Never raises the trader's risk limits

It stops when

  • Done: the plan is approved and saved
  • Stop: risk rules are missing

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor the week of June 9, the agent built plans for three futures markets with seven setups totaling $2,400 of risk against a $1,800 weekly limit. The check failed, so it dropped the two lowest-ranked setups and cut one size, bringing risk to $1,720. It marked Wednesday for a halved size because of a rate decision. The trader approved the plan Sunday evening.

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