7 Days to an AI-Powered Portfolio
Day 1 Worksheet:
🔧 Step 1: Launch ChatGPT
You’ll be using https://chat.openai.com — free or paid is fine.
If you want the best experience, GPT-4 is ideal, but GPT-3.5 still works well.
đź’¬ Step 2: Paste This Prompt into ChatGPT:
Prompt 1 – “Trading Assistant Setup”
“From now on, act as my AI trading assistant.
I want you to help me become a better trader by:
- Teaching me in plain English
- Suggesting high-probability trades
- Explaining technical setups
- Helping me manage risk
I’ll provide you with my watchlist, notes, and ideas — and you’ll give me feedback like a coach.
Ask questions to clarify if you need more info.”
👉 Once pasted, ChatGPT will respond with a confirmation and ask for your trading preferences.
- Timeframe preference (day/swing/long-term)
- Sectors or stocks you follow
- Risk tolerance or goals
(After working with this, feel free to ask ChatGPT: “What should I be watching this week?”
“Give me a beginner-friendly trade idea.”)
đź“ť Step 3: Fill Out Your AI Trading Journal
Template Below (copy this into a Google Doc or Notion):
7/22
NVDA
Breakout above resistance
$128.75
Volume spike + RSI 60
8
Watching for retest
Date
Stock
Setup / Idea
Entry Price
Reason
Confidence (1–10)
Outcome / Notes
7/22
NVDA
Breakout above resistance
$128.75
Volume spike + RSI 60
8
- Day 1 Action Items
- Log into ChatGPT (Free or GPT-4)
- Paste the Trading Assistant prompt above
- Answer ChatGPT’s setup questions
- Timeframe preference (day/swing/long-term)
- Sectors or stocks you follow
- Risk tolerance or goals
- Create your Trade Journal
- Use the table template to track your first ideas
-
Ask ChatGPT:
“What should I be watching this week?”
“Give me a beginner-friendly trade idea.”
- Mark Day 1 Complete!
You now have a personal AI trading assistant that works 24/7.
Check Your Email and Phone for Your Day 2 Worksheet Tomorrow!
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