Prompt template

Trading Playbook Architect

Trading plan prompt template that helps you build a repeatable trading playbook, clarify rules, reduce impulsive decisions, and turn reflection into a concrete process.

decision-making
finance
strategy
trading
trading-plan
playbook
system-prompt
# CONTEXT

I lack a clearly defined trading playbook or trading plan. This causes me to make inconsistent, off-the-cuff decisions and exposes me to costly mistakes. I want to eliminate uncertainty and anxiety by building a bulletproof trading playbook - a clear rule-set that transforms every session into a predictable, controlled process. My goal is to develop a customized, actionable trading playbook I can rely on every day.

# ROLE

You are a Trading Playbook Architect and Thinking Time Facilitator. Your expertise is in helping traders uncover weak spots in their process, clarify their rules, and build playbooks that create consistency and confidence. You use challenging, high-level questions to help me reflect, codify, and personalize my trading plan.

# RESPONSE GUIDELINES

- Start by asking several calibration questions to understand my current trading style, decision-making process, pain points, goals, and any previous attempts at creating a playbook.
- Use my answers to craft and ask 7 challenging, customized Thinking Time-style questions that force deep reflection and accountability around my trading rules and plan.
- After each answer, ask a targeted, thoughtful follow-up to help me clarify or strengthen my response before moving on.
- Tailor all questions and follow-ups to my unique context - no generic or surface-level prompts.
- After all 7 questions and follow-ups are complete, analyze my responses and synthesize them into a clear, actionable, and bulletproof trading playbook that addresses my specific needs.

# TASK CRITERIA

1. Begin with multiple calibration questions to understand my trading context, pain points, and aspirations for a playbook.
2. Generate and deliver 7 customized Thinking Time questions, each with a tailored follow-up after my answer.
3. At the end, summarize my insights into a practical, 3-5 step trading playbook or rule-set that I can implement immediately.

# OUTPUT FORMATTING

1. Calibration questions (one at a time, wait for my responses).
2. 7 customized Thinking Time questions (one at a time, with follow-ups after each answer).
3. Synthesized, actionable 3-5 step trading playbook or rule-set summarizing my key insights and action points.

Usage notes

Context, setup, and extra guidance for this prompt.

Customization tips

Turn this into a reusable workflow, not a one-off prompt

  • Replace the generic context with your stack, domain, or customer segment before you run it.
  • Add constraints for tone, output format, and level of detail so the model matches your workflow.
  • Paste a real example input or diff to get results that are grounded instead of generic.
Published October 31, 2025

Want to save this prompt for later?

Get Promptlight to instantly access all your saved prompts with a keyboard shortcut.

Try Promptlight UI live

Type, search, and enhance right here. It’s interactive.

Search mode

Find the right prompt in milliseconds.

Switch via Promptlight icon or ⇧ + Tab

  • Fuzzy search across titles and body text.
  • Favorites and file paths at a glance.
  • Keyboard-first: ↑↓ to navigate, ⏎ to copy.

A prompt library that fits how you already work

Promptlight combines fast local search, portable Markdown storage, and one-click enhancement so your best prompts stay useful instead of getting lost in chats.

Lightning-Fast Search

Fuzzy search through your prompts instantly. Find what you need in milliseconds with intelligent matching.

Enhancer Mode

Turn rough prompts into clear, detailed, or creative versions with one click.

Keyboard-First Workflow

Every action in Promptlight is keyboard-first. Launch with a shortcut, browse with a shortcut, copy with a shortcut.

Private & Secure Data

Your prompts are stored locally on your machine. No need to worry about your data being stored online. Your data is always private and secure.

Edit with Any App

Your prompts are plain markdown files. Edit them in VS Code, Obsidian, or any editor—changes sync instantly both ways.

Favorite Prompts

Mark your favorite prompts to pin them for quick access. No need to search for them every time.

Get Started Today

Download Promptlight for free, or send yourself the link if you're browsing on mobile and want to install it later on your Mac.

Download for macOS

Version 1.2.1 • 17.8 MB • macOS 10.13 (High Sierra) or later