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Learning path

AI for traders

Be the AI expert in your job. Always up to date.

Your first AI Expert certificate this week. Your AI set up in 15 minutes.

This is exactly what happens after you join. Try it: everything below reacts to your choices.

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Step 1 · Your courses and certificatesRelevant courses for your job
First certificate this week
Your level
Prompt course · your first certificate AI for Traders (Prompt Course) 1 hour · Beginner
Video course How to Integrate ChatGPT into Microsoft Excel 30 min · Beginner · ChatGPT, Microsoft
Video course How to Use ChatGPT from Beginner to Professional 1.5 hours · Beginner · ChatGPT, OpenAI
Video course ChatGPT Power User Guide: Boost Productivity, Creativity & Research Fast 45 min · Beginner · ChatGPT, OpenAI
Video course How to Use ChatGPTs Custom Instructions 30 min · Beginner · ChatGPT, OpenAI
Video course Improve Your Excel Skills with ChatGPT 30 min · Beginner · ChatGPT

Picked by our course-matching AI for traders, your level and your AI, from 700+ courses. Each course ends in a short exam and an AI Expert certificate. New courses arrive every week and your suggestions update with them. Your choices are kept in this browser until you join.

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Step 2 · Your AI and your AI kitSet up your AI with one prompt
15 minutes

For members: your personal setup prompt, with your sign-in built in. Here's what's inside.

What the setup does

  1. Connects your AI to your AI Coach: ChatGPT, Claude, Cowork, Microsoft Copilot and more
  2. Asks you a few questions about your work and saves your profile
  3. Gives your AI the skills, prompts and tools for traders
  4. Writes your personal instructions and gives you today's first suggestion

What your AI gets: the trader AI kit

21 prompts11 skills12 AI agents12 connections16 AI tools5 apps you can build12 Grok Bot templates

See everything in your trader AI kit: log in or sign up first → · Start for Free

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Step 3 · Your AI CoachYour AI Coach takes you further
Every day
Try todayA prompt for admin & compliance

Like "Draft Trade Rationale for Compliance"

A new idea from your AI Coach every day

ConnectionGreeks options analytics MCP server

Ask your AI for options analytics like GEX, Greeks, max pain and unusual flow on any ticker.

From 4,600+ connections, after a short interview about the apps you use

AI agentEvent Risk Calendar Agent

No position faces a scheduled event without a decision

From 3,900+ AI agents: hand a whole task to AI

Build your own toolEvidence-backed trading analysis and execution workspace

Build it to keep analysis, execution, and reconciliation in one reviewable record instead of scattered tools.

From 2,400+ apps you can build, with step-by-step prompts

Not connected? The same suggestions wait for you on your dashboard under Today, with prompts to copy into any AI.

All the courses, certifications, AI tools, connections and apps for traders, most relevant first. Tap the heart on anything to save it for later.

  1. All prompt courses for traders

    How to talk to AI, then 9 lessons with ready-to-use prompts for traders.

  2. All video courses for traders

    93 video courses our AI picked for traders, most useful first. Tap the heart to save one for later.

    Favorites are saved to your account: sign in or get your AI kit first.

  3. All certifications for traders

    Every course ends in a short exam and an AI Expert certificate you can add to LinkedIn. Tap the heart to save the ones you're aiming for.

    Favorites are saved to your account: sign in or get your AI kit first.

    More certifications for traders
  4. All AI tools for traders

    24 AI tools our AI matched to the work of traders, best fit first. Each review shows what it does, its alternatives and the jobs it suits.

    Favorites are saved to your account: sign in or get your AI kit first.

  5. All connections for traders

    Connections let ChatGPT, Claude or Copilot look things up and get work done in other apps, like your email, calendar or bookkeeping software. These 12 fit the work of traders best, well-known apps first.

    What a connection is, and all 4,600+ of them

  6. All apps you can build for traders

    Apps you build yourself with your own AI, no coding needed and no monthly fee. Our AI picked the 4 that fit the work of traders.

    All AI apps you can build

About this learning path

6 topics

AI for Traders: A Practical Learning Path

Trading moves fast, and the information never stops. AI can help you cut through the noise, prepare for the open, and keep your risk in check without adding more screen time.

This path is built for traders who want to use AI in plain, practical ways. You will set up the tools, learn prompts for the job, and pick video courses that fit how you trade.

  1. Why AI matters for traders now

    Markets react to news in seconds. AI can help you read the overnight headlines, central bank notes, and data releases in a quick, plain-English summary before the open.

    It can also stress-test your thinking. That means fewer surprises when you are sizing a position or explaining a loss to a client.

  2. What this path includes

    You start with setup questions and connecting your AI tools. Then you move into skills for the job, like reading indicators and drafting trade ideas.

    The path includes this prompt course for traders and video courses chosen for your role. Each video course comes with its certification details so you know what you are working toward.

  3. How it saves you time

    AI can turn a pile of news into a short briefing. It can draft a trade journal entry from your notes and give you a weekly recap that spots patterns.

    You spend less time on admin and more time on decisions. That is time you can use to watch the market or step away from the screen.

  4. How it protects your career

    Regulators and clients expect clear records. AI can help you write compliance-ready trade rationales and calm client updates without the jargon.

    It also helps you red-team your own thinking. Catching a weak assumption early is better than explaining it later.

  5. How to start

    Begin with the setup questions and connect your AI tool of choice, like ChatGPT, Claude, or Gemini. Then follow the lessons in order, one small step at a time.

    Pick one prompt to try tomorrow morning. A quick market briefing is a good first win.

  6. Frequently asked questions

    Do I need to be technical to use AI for trading?
    No. You can use plain language prompts in tools like ChatGPT, Claude, or Gemini. The course shows you exactly what to type.

    Will AI make trading decisions for me?
    No. AI is an assistant for research and organization. You stay in charge of every trade and every risk decision.

    Is my trading data safe with AI tools?
    You should never share sensitive client data or non-public information. The course covers safety and privacy for traders, including what to keep out of prompts.

    How long does the learning path take?
    You can go at your own pace. Most people finish the prompt course in a few sittings and then use the video courses as needed.

At a glance

What you get

  • 3 step setup process
  • Relevant courses for your job (700+ available)
  • A certificate per course
  • AI Coach
  • 15-minute AI setup in ChatGPT, Claude, Copilot and more

Learning paths for