trading-plan-generator

Generate rule-based trading plans with risk management and exit strategies.

Updated Aug 23, 2026
One-click install
npx skills add https://github.com/dennisccy/finovae_strategy_platform --skill trading-plan-generator-dennisccy
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: trading-plan-generator
Source: https://github.com/dennisccy/finovae_strategy_platform/tree/main/.claude/skills/trading-plan-generator
Command: npx skills add https://github.com/dennisccy/finovae_strategy_platform --skill trading-plan-generator-dennisccy

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

Generate comprehensive, rule-based trading plans that embed risk controls and performance tracking to help traders trade with discipline.

Core Features & Use Cases

  • Risk-managed planning: defines per-trade risk, position sizing, stop-loss rules, and drawdown limits.
  • Structured entry/exit criteria: clear conditions, confirmation signals, and take-profit strategies for multiple styles.
  • Performance tracking & psychology: built-in journaling, metrics, and discipline guidelines to improve consistency.
  • Use Case: Swing traders create plans with defined risk and RR targets and performance tracking to validate improvements.

Quick Start

Provide your trading style, goals, and risk preferences to generate a complete plan.

Frequently Asked Questions about trading-plan-generator

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create a rule-based trading plan with risk management?

A rule-based trading plan integrates risk management by defining per-trade risk, position sizing, stop-loss rules, and drawdown limits to enforce disciplined trading. This Skill generates a complete markdown plan with structured sections for goals, risk rules, and setup criteria.

What is the best way to structure entry and exit criteria for swing trading?

Structuring entry and exit criteria for swing trading requires clear conditions, confirmation signals, and take-profit strategies. This generator creates structured markdown plans that define risk and reward targets tailored to multiple trading styles including swing trading.

Can I generate a trading plan that includes performance tracking and psychology guidelines?

Yes, a comprehensive trading plan can include performance tracking and psychology guidelines. This generator embeds built-in journaling, metrics, and discipline guidelines directly into the markdown output to help improve consistency.

Does this trading plan generator work for day trading and longer-horizon investing?

The trading plan generator applies to day trading, swing trading, and longer-horizon investing. It guides users through goals, market selection, and performance tracking to create a structured markdown plan ready for execution across these trading styles.

What inputs do I need to provide to generate a trading plan?

To generate a trading plan, you need to provide your trading style, goals, and risk preferences. The generator uses these inputs to output a complete markdown document with dedicated sections for setup criteria, psychology, and metrics.