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.