Trading Plan Generator
Generates personalized trading plans based on risk tolerance, goals, and asset preferences, optimizing strategy and execution.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add trading-plan-generator npx -- -y @trustedskills/trading-plan-generator
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"trading-plan-generator": {
"command": "npx",
"args": [
"-y",
"@trustedskills/trading-plan-generator"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
The Trading Plan Generator skill creates structured trading plans based on user input. It can generate plans that include entry and exit strategies, risk management rules (like stop-loss orders), and position sizing guidelines. The generated plan aims to provide a clear roadmap for executing trades in financial markets.
When to use it
- Beginner Traders: To learn the basics of creating a trading plan and understand key elements like risk management.
- Developing Strategies: As a starting point for refining existing trading ideas or exploring new approaches.
- Consistency & Discipline: To enforce a consistent approach to trading by providing pre-defined rules and guidelines.
- Backtesting Preparation: To generate plans that can be used as the basis for backtesting strategies.
Key capabilities
- Generates entry and exit strategies.
- Includes risk management rules (stop-loss orders).
- Provides position sizing guidelines.
Example prompts
- "Create a trading plan for Bitcoin with a 2% stop loss."
- "Generate a day trading plan for the SPY ETF, focusing on momentum indicators."
- “Develop a swing trading strategy for Apple stock, including profit targets.”
Tips & gotchas
The quality of the generated plan depends heavily on the clarity and specificity of your input. Be prepared to review and adjust the suggested plan based on your own knowledge and experience.
Tags
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
🌐 Community
Passed automated security scans.