Discipline, checklists & psychologyIntermediate#checklist#journaling#prompt-only

Test whether your written setup definition is clear enough to apply

Give an agent your setup definition and past charts you've labelled, minus the labels. It labels them from the text alone, cites the clause it used and notes where the text is silent, so you can tell a wording gap from a misread chart.

How it works

  1. Pick one setup you trade and copy its written definition from your playbook word for word. If it isn't written down yet, write it first (see the playbook interview entry).
  2. Collect 15 to 30 past examples from your own chart screenshots or journal: some you counted as the setup and some you looked at and rejected. Save your label for each in a separate file the agent doesn't see. Crop out or cover the security name and the price scale.
  3. Give the agent the definition and the unlabelled examples. For each, it answers qualifies, doesn't qualify or can't tell, quotes the clause of your definition that decided it, and says in one line what it saw.
  4. Compare its labels with yours, by hand or with a small script, and list the disagreements. The agent sees your labels only after it has answered.
  5. Sort each disagreement: the agent misread the chart (common; ignore it), the definition is silent on something you actually decide by, or the definition says one thing and you do another. Only the last two lead to edits.
  6. Edit the definition in your own words, log the change and date in your playbook, and rerun on a fresh set of examples next month.

Copy-paste prompt

You test whether my written setup definition can be applied by someone who only has the text. You do not give
trading advice, you do not say whether any example was a good trade, and you never suggest what to trade.

Definition: {{definition_text}}
Examples: {{examples}} (images or written descriptions, each with an id; names and price scales removed)

For each example, answer qualifies, doesn't qualify or can't tell. Quote the exact clause of my definition that
decided it, and describe in one line what you saw that matched or failed that clause. If my definition doesn't cover
something you needed in order to decide, write "definition silent on:" and name it.
Use only my definition. Do not use pattern names, indicators or rules from anywhere else.

Return a table: id, your label, deciding clause, what you saw, silent-on notes.

Guardrails

  • The agent applies only your text; outside pattern definitions are not allowed.
  • It never sees your labels before it answers, so it can't simply agree with you.
  • Security names and price scales are removed from the examples.
  • Models misread charts, so disagreements are prompts for your judgement, not corrections. The agent edits nothing; you change the definition yourself.

What can go wrong

Vision models misread charts: they miscount bars, confuse wicks and bodies, and describe volume they can't see. Treat a disagreement on a visual detail as probably the model's error, and look for the other kind, where the agent says your definition is silent on something. That's the useful output. The other trap is rewriting the definition until the agent agrees with every example. That only makes the text match your past labels, not your future decisions, so always retest on fresh examples.

Why it helps

Most setup definitions read clearly to the person who wrote them, because that person fills the gaps from memory. A second reader who has only the text shows you where the gaps are. A model is a cheap second reader: it applies your words literally and tells you which clause it used. A vague definition makes every other check that relies on it vague too: the pre-trade checklist, the setup library, the backtest.

How it fits with other entries

The playbook interview (aft-0029) gets your rules written down; this tests whether one of them is written clearly enough. The setup library (aft-0022) stores the definition and its edit log, and the pre-trade checklist (aft-0015) asks whether a trade meets it. The paper-vs-practice gap (aft-0030) compares a coded rule with your trades; this comes before that, at the wording stage.

Where this comes from

A public reply by Zeke Chan (@zekeatchan) on X: he gives an AI agent screenshots of his own trades with his reasoning, then asks it to test itself on another chart from the same day, and corrects it. We kept the blind test on your own charts and pointed it at the definition instead of the agent.

Source and references

Inspired by a public reply by @zekeatchan on X describing how he coaches an AI agent on his own trading rules with screenshots of his trades and his reasoning, then asks it to test itself on another chart. We turned it around: the test is of your written definition, not of the agent. Wording is our own.

Original: Zeke Chan on x

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Educational content only. Not investment advice or a personal recommendation. No tickers, signals or trade alerts. Trading involves risk of loss.

Conteúdo exclusivamente educativo. Não constitui aconselhamento nem recomendação de investimento. Sem tickers, sinais ou alertas de negociação. Negociar envolve risco de perda.

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