Propose one evidence-backed playbook change from the weekly review
On Sunday the agent compiles your mistakes and best trades from the journal and proposes at most one change to your written playbook, with the evidence. You approve or reject it.
How it works
- You paste or attach this week's journal rows, checklist log and exit-rule log (CSV/export from Google Sheets or Notion), along with the current playbook text; Grok does not read Google Sheets or Notion unless you provide them.
- The agent lists up to three biggest deviations from your plan and up to three best-executed trades, by process rather than by profit, using only rows that exist in the logs and inventing none.
- It proposes at most one change to your own written playbook, citing the rows that support it.
- You approve, edit or reject the change.
- You version an approved change in the playbook with the date and reason.
Copy-paste prompt
Run my weekly review using {{journal_sheet}}, {{checklist_log}} and {{exit_log}}. I am pasting the logs in this message. Use only what I provide; do not fetch Sheets, Notion or any other file.
1. List up to three largest deviations from my plan and up to three best-executed trades, only rows that exist in the logs; if the week has fewer trades or deviations, list only those and do not invent any. Rank process quality only by checklist adherence in {{checklist_log}} and exit-rule compliance in {{exit_log}}; ignore P&L.
2. Propose at most one change to {{playbook_file}}, citing the specific rows as evidence. Give the proposed wording as a diff I can paste. If the evidence is thin, propose no change.
3. Do not edit the playbook. Wait for my decision.Guardrails
- Human approves every rule change.
- At most one change per week.
- Your own playbook only.
What can go wrong
Changing several rules after one bad week makes it impossible to know what helped. One evidence-backed change per week is slow on purpose.
Why it helps
A playbook that changes slowly, with written reasons, compounds. One that changes after every loss doesn't.
aft-0006 and aft-0007 compute the numbers. This entry reads the journal, checklist and exit logs for process deviations and ends in one proposed playbook change that you approve or reject. It can use their stats as evidence but does not compute them.
Source and references
Original write-up by Agents for Traders. Background reading is linked below.
- Analysing trade logs and backtesting · In The Money by Zerodha (Substack) (checked 17 Oct 2026)
- Trading Plan: Definition, Examples, and Tips · Investopedia (checked 17 Oct 2026)
Spotted an error, or want your post removed? Email hello@agentsfortraders.com.
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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