Pre-mortem a trade idea

Desk seat: Risk

The problem

We plan for success and get surprised by failure.

What the agent does

Imagines the idea failed and lists the likely reasons with early warning signs.

Copy-paste prompt

Imagine it's [horizon] from now and my idea [describe] lost money. List the 5 most likely reasons, each with an early warning sign and where I'd see it. Do not give buy/sell/hold advice or price targets; label facts vs. inferences and cite sources.

Works with

Grok, ChatGPT, Claude, Gemini, or any similar assistant.

Linked tools

ChatGPT: All-round role-playing of every desk agent
Claude: Long filings, careful devil's-advocate writing

Linked roles

Risk Officer, Devil's Advocate

Limitations

Can't foresee true surprises. AI can be wrong, so verify before relying on any output.

Source

The Agentic Trader risk setup

Educational only. Not financial advice. The Agentic Trader teaches how to organize AI agents around your own research and review process. Nothing here is a recommendation to buy, sell, or hold any security or asset. We do not endorse any broker, platform, or asset. AI output can be wrong, so verify everything and make your own decisions. Trading and investing involve risk of loss.