Build An AI Trading Assistant
An assistant that drafts and attacks its own trade plans raised plan completeness to 100% and rejected a fifth of setups on liquidity grounds.
/ quick answer
A discretionary trader entered positions without written invalidation levels, then rationalised losses after the fact with no record to review. An assistant that drafts and attacks its own trade plans raised plan completeness to 100% and rejected a fifth of setups on liquidity grounds.
What is the Build An AI Trading Assistant use case?
A discretionary trader entered positions without written invalidation levels, then rationalised losses after the fact with no record to review.
What was the outcome?
Every one of 40 subsequent trades had a written invalidation level and size derived from a rule, versus roughly a third before. The risk gate rejected 9 setups outright on liquidity grounds, and the log finally made process review possible separately from PnL.
Which tools were used?
Reasoning LLM with the trading assistant prompt — plan plus adversarial pass, Market and on-chain data APIs — setup context, Deterministic risk calculator — position sizing and liquidity caps, Exchange or Web3 wallet — human execution only; the assistant never signs, Plan-versus-outcome log.
/ continue exploring
Related concepts
The vocabulary this page depends on.
- →Crypto Risk Management
Risk management in crypto is position sizing plus custody hygiene: deciding what you can lose per trade and what a single compromise can reach.
- →Stop Loss & Take Profit
Stop loss and take profit are pre-committed exit rules that convert a discretionary decision into an executable instruction.
- →Copy Trading
Copy trading mirrors another trader's or wallet's positions automatically, inheriting both their edge and their risk profile.
- →Hallucination
When an LLM confidently generates false or fabricated information.
Related workflows
Turn this into a repeatable process.
- →AI Trading Assistant Workflow
Use AI to research, structure and pressure-test a trade plan, keeping approval and execution firmly human.
- →Build a Multi-Agent Content Team
Researcher, writer and editor agents under a supervisor, producing publishable drafts.
- →DEX Trading Workflow
Execute an on-chain swap deliberately: research, liquidity check, route comparison, sized order, then position monitoring.
- →Copy Trading Workflow
Copy a wallet with explicit filters and hard risk limits, treating it as one input among several rather than delegation of judgement.
Related tool stacks
The tools that run it in production.
- →AI Trading Stack
Adds an AI analysis and risk-review layer on top of a trading stack, keeping approval and execution human.
- →Crypto Trading Stack
Market data, charting, DEX access and a Web3 wallet — the minimum toolset for deliberate on-chain trade execution.
Related prompts
Reusable prompts for this job.
- →Trading Assistant Agent Prompt
System prompt for an assistant that drafts trade plans, argues against them, and never executes.
- →Trading Strategy Generation Prompt
Converts a market view into a written, testable strategy with entry rules, invalidation, sizing and explicit failure conditions.
- →Entry & Exit Framework Prompt
Forces every position to have a documented entry zone, invalidation, sizing and exit plan before capital is committed.
- →Position Sizing Prompt
Calculates defensible position size from risk-per-trade, invalidation distance and real exit liquidity.
Related use cases
How people apply it, and what came out.
- →Automate Trading Alerts
Encoding invalidation levels as automated alerts removed screen-watching and caught two thesis breaks the trader would have slept through.
- →Build An AI Crypto Research Agent
A read-only research agent produced daily briefings on a 30-token watchlist, cutting a 90-minute manual routine to a 10-minute review.
Comparisons & alternatives
Pick between the options.
- →AI Agent vs Trading Bot
A trading bot executes fixed rules deterministically; an AI agent interprets context and decides which steps to take — powerful for research, risky for execution.
- →Manual Trading vs Automated Trading
Manual trading adapts to context; automation enforces consistency. Most durable setups automate monitoring and keep judgement human.