Learning path

Learning AI as a Trader

AI helps traders scan overnight news, draft trade theses, and size positions with a clear head. This path shows you how to use it for your job, step by step.

Beginner

Finance

Start the path

Your path

Everything in the Trader AI kit, in the order that makes sense. Members tick off each step and see their progress.

Week 1 · 15 minutes to start

Set up your AI

We guide you through each click.

Add the Trader AI kit to your AIDownload it for your AI (it installs as a plugin) and follow the steps

Set-up

Optional: connect the AI CoachYour kit stays up to date by itself, plus a daily brief in your AI

AI Coach

Course: AI for TradersHow to talk to AI for your job

Prompt course

Try: Market News & IndicatorsLike "Overnight Market News Summary"

Prompts

Try: Trade Idea DraftingLike "Draft a Structured Trade Thesis"

Prompts

Week 2

Let skills do your everyday tasks

Trading risk managerSizes positions, returns R-multiples, expectancy, hedge plans, Monte Carlo drawdowns. Example: 1% risk on $50k gives 250 shares at a $2 stop.

Skill

Trading ledgerJournals thesis, plan, and emotion at entry in your Notion database, then grades the decision instead of the P&L.

Skill

Traderspy market briefingCrypto recap from live TraderSpy data: majors, funding, open interest, top-trader lean, and fresh AI signals.

Skill

Course: RACE Prompt Framework: Role, Action, Context, ExpectationPrompt framework course

Certificate

Week 3

Connect your apps and pick your AI apps

MetaTrader 5 MCP serverAsk your AI to check your MetaTrader 5 account, read prices, and place or close trades for you.

MCP server

AlphaPipeline MCP serverCheck a crypto token for scam risk and pull market data like funding rates and price gaps, paying a few cents per lookup.

MCP server

WeatherNext 3WeatherNext 3 provides weather forecasts that include solar irradiance and wind speed variables. It is built for grid operators and energy traders who need to p

AI app

TradeUITradeUI equips traders with real-time options flow, technical analysis, and trading signals, accessible via any browser. Benefit from advanced filtering, money

AI app

Course: How to Integrate ChatGPT into Microsoft ExcelVideo course

Certificate

Week 4

Hand whole tasks to AI agents

Watchlist Setup Screening AgentA ranked short list of watchlist candidates that meet the trader's rules and pass the safety checks

AI agent

Strategy Drift and Drawdown Monitor AgentA clear status of whether the live strategy is inside its tested range, with a size or pause proposal when it is not

AI agent

Course: How to Use ChatGPT from Beginner to ProfessionalVideo course

Certificate

Week 5

Build your own tools

Market watchlist change-detection briefing deskBuild it to catch material watchlist changes with every alert tied to its source, so you stop scanning manually.

App to build

Trading Risk ManagerCalculates position sizes, R-multiples, and hedging strategies for retail traders using confirmed inputs.

Grok Bot

Course: ChatGPT Power User Guide: Boost Productivity, Creativity & Research FastVideo course

Certificate

Course: AI in Word, PowerPoint, Excel with Microsoft CopilotVideo course

Certificate

After that

Keep growing

AI Coach: your daily brief and weekly certificationNews, tools and one idea a day for traders

AI Coach

RACE Prompt FrameworkTake the exam and get certified

Certificate

Integrating ChatGPT with Microsoft ExcelTake the exam and get certified

Certificate

Everything for traders

All the courses, certifications, AI tools, MCP servers and apps for traders, most relevant first. Open any list to see more.

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.

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.
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.
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.
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.
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.
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.

Start this path

Learn AI as a Trader, step by step

$99

10 AI courses in the right order
A certificate for LinkedIn after each exam
Ready-to-use prompts for traders
Plus the Trader AI kit and all 700+ courses

Start the path

The Trader AI kit

Every skill, prompt, AI agent and connection in the kit.

Open the AI kit →

At a glance

Type: Learning path
Level: Beginner
For: Finance
Steps: 9
Video courses: 93
AI tools: 24
MCP servers: 12
Apps to build: 4
Updated: October 14, 2026

Your learning path

The courses for your job, in the right order

Picked for your job from our 700+ courses
Every course ends in a certificate
Part of your job's AI kit, with skills and AI agents

500+ jobs · no sign-up to look

Watch, then get certifiedAn exam after every course and a certificate for LinkedIn.

Your path

Set up your AI

Let skills do your everyday tasks

Connect your apps and pick your AI apps

Hand whole tasks to AI agents

Build your own tools

Keep growing

Everything for traders

Take the prompt courses

RACE Prompt Framework: Role, Action, Context, Expectation

AI for Traders (Prompt Course)

Watch the video courses or add them to your Favorites for later

How to Integrate ChatGPT into Microsoft Excel

How to Use ChatGPT from Beginner to Professional

ChatGPT Power User Guide: Boost Productivity, Creativity & Research Fast

AI in Word, PowerPoint, Excel with Microsoft Copilot

Stop Prompting AI Wrong: Context-First Prompt Engineering

AI Fundamentals from Google Experts | Professional Certificate

How to Use ChatGPTs Custom Instructions

Imrpove Your Excel Skills with ChatGPT

Excel Copilot Course

Excel Copilot: 20 Essential AI Features for Effortless Data Analysis & Productivity

Claude Cowork 101: Setup, Connectors & Automation (Free)

AI-Powered Financial Modeling with ChatGPT

What is Generative AI and how does it work?

How to use Google Sheets Built-in AI capabilities

How to use GPT for Sheets Plugin in Google Sheets

Microsoft Copilot AI, Full Course For Beginners

AI Data Analysis With LLMs: Clean, Explore, Automate

Excel Formatting and AI Automation: Boost Productivity with Advanced Techniques

Understanding ChatGPT projects

Microsoft 365 Copilot Agent Builder: Create & Customize AI Agents Hands-On

ChatGPT Prompt Engineering: Proven Techniques for Powerful AI Results

Google Gemini AI Free Course: Setup, Prompts, Tools & Gems

Claude AI Tutorial for Beginners: Build Your Complete AI Workflow

Microsoft Copilot in Outlook & Teams

ChatGPT Agent Mode: Automate Workflows, Research, and Daily Tasks

Becoming an Ultimate Prompt Engineer Specialist (from Beginner to Profesional)

Microsoft AI Copilot in OneDrive

GPT-5 Features Made Simple: Complete Beginner’s Guide to New Capabilities

AI Inbox Agent: No-Code Email Automation for Beginners

How to use GPT for Docs Plugin in Google Docs

How to Use Microsoft Copilot in Microsoft Word!

ChatGPT Agent Mode: Features, Setup, and Powerful Use Cases Explained

ChatGPT Productivity Tips for Work

Prompt Engineering Tutorial – Master ChatGPT and LLM Responses

Using AI for your Email handling

Google's 9 Hour AI Prompt Engineering Course In 20 Minutes

Ultimate Guide to Bing AI Copilot

Data Analysis with Claude

Advanced Prompt Engineering for LLMs: Workflows & Templates

Grok AI Essentials: Clear Prompting, Features, and Practical Strategies

ChatGPT vs Gemini vs Grok: Ultimate Guide to Top AI Model Features & Comparison

Perplexity AI Tutorial: Features, Search, and Troubleshooting Guide

Understanding the top AI Tools For Finance

ChatGPT for Data Analytics: Full Course - from Beginners to Professional

ChatGPT Projects Course: Setup, Memory, Tools & Workflows

Google NotebookLM + Gemini Course: Deep Research & Workflows

AI & LLM Essentials: 20 Core Concepts in 40 Minutes

Automate Your Business with AI: My No-Code 10x Faster Workflow

Essential AI Skills: Prompt Engineering, Agents, Open-Source AI

How AI & LLMs are Shaping Financial Advice, Analysis, & Risk Management Part 1 - by MIT

How to Use Claude 3.7 AI - Tips for Beginners!

How to Create your own Custom GPTs in ChatGPT for beginners

Algorithmic Trading – Machine Learning & Quant Strategies Course with Python

AI Playbook for Financial Services: Inside a $10B Hedge Fund

Claude AI for Beginners: Complete Starter Guide

AI-First Skills: Thrive in the Future of Work with Automation and Mastery

How to Use Generative AI in Corporate Finance Full Course

Build Powerful Research Agents with Relevance AI: Beginner’s Guide

Why AI Adoption Stalls by Week 3-6 Management Skills That Work

How to Track Tasks with Microsoft Copilot

AI Agents: The Most Valuable Skill You Can Learn

Using Perplexity AI - AI-Powered Search Engine

AI Automation Essentials: Beginner Guide to Workflows, Agents, and Top Tools

Perform a Financial Analysis With AI in 5 minutes

Build Your First AI Agent: A Simple Guide

Google's 8 Hour AI Essentials Course In 15 Minutes

NotebookLM Essentials: Quick Guide to Features, Study Tools, and Workflows

How to Use Google Gemini for Google Workspace to Boost Productivity