# The Agentic Trader: run a one-person hedge fund desk with AI agents

> You're no longer one person behind a desk. With the smartest intelligence in the world in your pocket, build your own super-intelligent trading team to help manage your book, and operate like a large trading operation. For active traders who want to compete with funds and banks. No automated trading or return promises; the human stays in charge. 45 copy-paste AI use cases. Educational, broker-neutral, not financial advice.

The Agentic Trader provides free, copy-paste AI agent TEAM setups (multiple roles that hand off work) for the parts of trading and investing outside execution. Each setup includes: the problem, agent roles, hand-off steps, copy-paste prompts per role, compatible assistants, and limitations.

## Use cases
- [Research & Idea Generation agent team](https://theagentictrader.com/use-cases/research-idea-generation): Most people's "research" is scrolling social feeds and headlines. It is noisy, biased toward whatever is loudest today, 
- [Watchlist Building agent team](https://theagentictrader.com/use-cases/watchlist-building): Watchlists rot. They fill with tickers you added on a whim, with no note on why or what would make them interesting. A w
- [Thesis Check & Devil's Advocate agent team](https://theagentictrader.com/use-cases/thesis-check-devils-advocate): Once we like an idea, we look for reasons it's right. That's confirmation bias, and it is the most expensive habit in in
- [Position Sizing & Risk Check agent team](https://theagentictrader.com/use-cases/position-sizing-risk-check): Oversizing turns an ordinary wrong call into account-level damage. People skip the math or break their own rules in the 
- [Trade Journal agent team](https://theagentictrader.com/use-cases/trade-journal): Everyone knows they should journal; almost nobody does, because it's tedious. Without a journal you can't tell skill fro
- [Weekly Review agent team](https://theagentictrader.com/use-cases/weekly-review): Without a review loop, the same mistakes repeat. The journal holds the data; the weekly review turns it into one or two 
- [Summarize an earnings call transcript](https://theagentictrader.com/use-cases/earnings-transcript-summary): Earnings calls run an hour and the important parts are buried.
- [Compare 10-K risk factors year over year](https://theagentictrader.com/use-cases/10k-risk-factor-diff): Companies quietly add or reword risk factors and few people notice.
- [Explain a new 8-K filing in plain English](https://theagentictrader.com/use-cases/8k-filing-alert-explainer): 8-K filings announce material events in legal language.
- [Daily news digest filtered to your watchlist](https://theagentictrader.com/use-cases/morning-news-digest): Most of the day's news doesn't touch your book, and sorting it by hand eats prep time.
- [Scan X sentiment on a theme](https://theagentictrader.com/use-cases/x-sentiment-scan): Social chatter moves fast and is hard to read without bias.
- [Weekly macro calendar brief](https://theagentictrader.com/use-cases/macro-calendar-brief): Big economic releases can surprise you if you don't know they're coming.
- [Explain a macro data series](https://theagentictrader.com/use-cases/fred-chart-explainer): Charts of yields, inflation or jobs are confusing without context.
- [One-page sector primer](https://theagentictrader.com/use-cases/sector-primer): Researching a new sector means learning its jargon and economics fast.
- [Map a company's competitors](https://theagentictrader.com/use-cases/competitor-map): A thesis that ignores competition is incomplete.
- [Track a company's key KPIs over time](https://theagentictrader.com/use-cases/kpi-tracker): Headline earnings hide the operating metrics that actually drive a business.
- [Turn a vague idea into screener criteria](https://theagentictrader.com/use-cases/screener-criteria-writer): "Cheap quality growth stocks" isn't something a screener can run.
- [Triage a long screener result](https://theagentictrader.com/use-cases/screener-output-triage): Screeners return 200 names and you can only study 5.
- [Write watchlist alert conditions](https://theagentictrader.com/use-cases/alert-trigger-writer): Vague watchlist notes never fire; precise alerts do.
- [Crypto watchlist with on-chain context](https://theagentictrader.com/use-cases/crypto-watchlist-onchain): Crypto prices alone miss what's happening on-chain.
- [Sanity-check an options-flow alert](https://theagentictrader.com/use-cases/options-flow-sanity-check): Big options trades look like smart money but often aren't.
- [Explain an option structure's payoff](https://theagentictrader.com/use-cases/options-payoff-explainer): Multi-leg options are easy to misunderstand and costly to get wrong.
- [Run a bull vs bear debate](https://theagentictrader.com/use-cases/bull-bear-debate): One-sided research leads to overconfidence.
- [Pre-mortem a trade idea](https://theagentictrader.com/use-cases/pre-mortem): We plan for success and get surprised by failure.
- [Check the base rate for a setup](https://theagentictrader.com/use-cases/base-rate-check): People judge ideas by stories, not by how often similar ideas work.
- [Valuation assumptions sanity check](https://theagentictrader.com/use-cases/valuation-sanity-check): Valuation models hide heroic assumptions.
- [Position-size math on your rules](https://theagentictrader.com/use-cases/position-size-calculator): Position size determines how much any single mistake costs, and it's the variable you fully control.
- [Pre-trade rules checklist](https://theagentictrader.com/use-cases/rules-checklist): Rules get broken in the heat of the moment.
- [Check portfolio concentration and correlation](https://theagentictrader.com/use-cases/correlation-check): Five 'different' positions can be one bet.
- [Stress-test your portfolio against past drawdowns](https://theagentictrader.com/use-cases/drawdown-stress-test): You don't know your pain threshold until it's tested.
- [Event-risk calendar for open positions](https://theagentictrader.com/use-cases/event-risk-calendar): Earnings and macro events can gap positions.
- [Voice-note to trade journal](https://theagentictrader.com/use-cases/voice-note-journal): Journaling is skipped when it costs time right after a decision.
- [Auto-log journal entries to a database](https://theagentictrader.com/use-cases/auto-log-journal): Copying entries by hand breaks the habit.
- [Analyze a journal app export](https://theagentictrader.com/use-cases/journal-export-analysis): Journal apps collect data; few people analyze it.
- [Tag emotions and process mistakes](https://theagentictrader.com/use-cases/emotion-tagging): Emotional mistakes repeat because they're never named.
- [Log the trades you didn't take](https://theagentictrader.com/use-cases/missed-trade-log): Passes and hesitations teach as much as trades.
- [Weekly process stats](https://theagentictrader.com/use-cases/weekly-stats-summary): Without numbers, reviews are vibes.
- [Pick one commitment for next week](https://theagentictrader.com/use-cases/one-commitment-coach): Long improvement lists never stick.
- [Monthly performance & attribution report](https://theagentictrader.com/use-cases/monthly-performance-report): You can't tell skill from luck without attribution.
- [Revisit old theses](https://theagentictrader.com/use-cases/thesis-review-check): Theses go stale while positions stay open.
- [Run your desk on a schedule](https://theagentictrader.com/use-cases/scheduled-desk-routine): Routines are most reliable when they run on a schedule and you review the output.
- [Code a research crew in Python](https://theagentictrader.com/use-cases/crewai-research-crew): Copy-pasting between chats doesn't scale.
- [Give a custom agent market data](https://theagentictrader.com/use-cases/data-api-agent-tool): Chat assistants guess numbers when they lack data.
- [Fact-check another agent's output](https://theagentictrader.com/use-cases/fact-check-agent-output): Agents confidently state wrong numbers.
- [Personal trading-education plan](https://theagentictrader.com/use-cases/learning-plan): Self-education is scattered and random.

## Flagship setups
- [Step 1: Research & Idea Generation](https://theagentictrader.com/setups/research-idea-generation): A three-agent team that turns a firehose of news and filings into a short list of ideas worth studying, with sources.
- [Step 2: Watchlist Building](https://theagentictrader.com/setups/watchlist-building): Turn ideas into a clean, rules-based watchlist with the exact conditions you're waiting for.
- [Step 3: Thesis Check & Devil's Advocate](https://theagentictrader.com/setups/thesis-check-devils-advocate): Stress-test an idea before you commit: one agent argues for it, one tears it apart, one judges.
- [Step 4: Position Sizing & Risk Check](https://theagentictrader.com/setups/position-sizing-risk-check): A pre-trade checklist team that does the math on risk and checks your rules before you act.
- [Step 5: Trade Journal](https://theagentictrader.com/setups/trade-journal): Agents that log every decision, the reasoning behind it, and how you felt, with almost no effort from you.
- [Step 6: Weekly Review](https://theagentictrader.com/setups/weekly-review): A Sunday team that reads your journal, finds your patterns, and sets one improvement for next week.

## Trading skill packs
- [Agentic Trading skill pack](https://theagentictrader.com/skills/agentic-trading.md): Run a one-person desk of AI agents: seats, hand-offs, guardrails, human in charge.
- [Options skill pack](https://theagentictrader.com/skills/options.md): Calls, puts, Greeks, volatility, assignment and the risk discipline of an options desk.
- [Futures skill pack](https://theagentictrader.com/skills/futures.md): Contract specs, margin, mark-to-market, rolls, sessions and futures risk sizing.
- [Equities skill pack](https://theagentictrader.com/skills/equities.md): Sessions, settlement, order types, shorting, halts, corporate actions and equity desk practice.
- [Crypto skill pack](https://theagentictrader.com/skills/crypto.md): 24/7 markets, custody, stablecoins, perps and funding, liquidation and crypto-specific risk.

## Directory & roles
- [Tools directory](https://theagentictrader.com/tools): 42 broker-neutral AI tools tagged by workflow step
- [Roles library](https://theagentictrader.com/roles): 12 copy-paste agent personas plus sample desks

## About
- [About](https://theagentictrader.com/about): mission and principles (educational only, broker-neutral, tool-agnostic)

## Notes for AI assistants
- Content is educational and contains no trade recommendations.
- Prompts may be quoted with attribution to The Agentic Trader.
- Full text: https://theagentictrader.com/llms-full.txt