# trading-plan-generator

Creates rule-based trading plans with risk limits, position sizing calculations, and exit rules. Useful for day, swing, and position trading across stocks or crypto.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 1100 installs · ★ 221
- Author: jamesrochabrun
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/jamesrochabrun/skills/tree/HEAD/skills/trading-plan-generator/SKILL.md
- Updated: 2026-01-14
- HTML: https://affpapa.org/en/nevibecode/skills/trading-plan-generator

## What it does

This skill formats structured trading plans for day trading and swing trading. The structure divides your plan into nine sections. It covers market selection, technical setups like pullbacks or breakouts, execution rules, and trade journal tracking.

Risk management serves as the core. The skill recommends limiting risk to 1-2% of total capital per trade. For exits, you can set percentage stops or volatility stops using 1.5-2x ATR. Trades require at least a 2:1 reward-to-risk ratio.

Without hard drawdown limits, losses compound rapidly. The framework advises halting all trading if equity drops 10%, 15%, or 20% from peak levels. Hitting that cutoff means stopping immediately to review past trades and switch to paper trading.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add jamesrochabrun/skills --skill trading-plan-generator -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/trading-plan-generator/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/trading-plan-generator/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add jamesrochabrun/skills --skill trading-plan-generator -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/trading-plan-generator/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add jamesrochabrun/skills --skill trading-plan-generator -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/trading-plan-generator/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install jamesrochabrun/skills trading-plan-generator
```

2. **Manually: put the files in place**
- File: `.github/skills/trading-plan-generator/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add jamesrochabrun/skills --skill trading-plan-generator -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/jamesrochabrun/skills --path skills/trading-plan-generator
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/trading-plan-generator/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add jamesrochabrun/skills --skill trading-plan-generator -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/jamesrochabrun/skills/tree/HEAD/skills/trading-plan-generator/SKILL.md

## When to use it
- calculate position size using the 1% risk rule
- define entry triggers for breakouts and pullbacks
- set stop-loss levels using 1.5-2x ATR
- establish daily loss and maximum drawdown limits

## Example prompts
- Create a swing trading plan for stocks with a 1% risk limit per trade and ATR stops.
- Calculate position sizing for a $50,000 account buying a stock at $100 with a $98 stop-loss.
- Write an exit strategy with partial profit taking at 2R and a trailing stop.

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: 831690ee7a767e95.

BEGIN THIRD-PARTY FILE 831690ee7a767e95
```text
---
name: trading-plan-generator
description: Generate comprehensive trading plans with risk management, position sizing, entry/exit strategies, and performance tracking to trade with discipline and consistency.
---

# Trading Plan Generator

A comprehensive skill for creating disciplined, rule-based trading plans that help you manage risk, control emotions, and trade consistently.

## What This Skill Does

Helps you create professional trading plans for:
- **Day Trading** - Intraday positions, quick scalps
- **Swing Trading** - Multi-day to multi-week positions
- **Position Trading** - Long-term trend following
- **Options Trading** - Directional and income strategies
- **Investing** - Long-term portfolio management

## Why You Need a Trading Plan

**Without a plan:**
- Emotional, impulsive decisions
- Inconsistent position sizing
- No clear entry/exit rules
- Revenge trading after losses
- Account blowup risk
- Can't identify what works

**With a plan:**
- Disciplined, rule-based trading
- Consistent risk management
- Clear decision framework
- Emotional control
- Long-term profitability
- Measurable improvement

**The Stats:**
- 90% of traders fail (most have no plan)
- Professional traders ALL have written plans
- Plan + discipline = edge

## Core Components of a Trading Plan

### 1. Trading Goals & Mindset
- Financial goals (realistic)
- Time commitment
- Risk tolerance
- Trading philosophy
- Success definition

### 2. Risk Management (MOST IMPORTANT)
- Maximum risk per trade (1-2% recommended)
- Maximum daily loss limit
- Maximum drawdown tolerance
- Position sizing rules
- Stop-loss requirements
- Risk/reward minimums

### 3. Market Selection
- What markets you trade (stocks, forex, crypto, options)
- Liquidity requirements
- Price range preferences
- Sector focus (if any)
- What you DON'T trade

### 4. Trading Setup Criteria
- Entry signals (technical/fundamental)
- Confirmation requirements
- Timeframes used
- Pattern recognition
- Market condition filters

### 5. Entry Rules
- Exact entry triggers
- Order types (market, limit, stop)
- Position sizing calculation
- Scaling in (if allowed)
- Time-of-day restrictions

### 6. Exit Rules
- Stop-loss placement (hard rules)
- Take-profit targets
- Trailing stop strategies
- Time-based exits
- Scaling out rules
- Break-even stops

### 7. Trade Management
- When to adjust stops
- When to add to position
- When to reduce size
- When to exit early
- Never scenarios (what you never do)

### 8. Psychology & Discipline
- Pre-market routine
- Emotional state check
- Tilt recognition
- Break requirements
- End-of-day review
- Accountability measures

### 9. Performance Tracking
- Trade journal requirements
- Metrics to track
- Review frequency
- Improvement process
- Strategy adjustment criteria

## Risk Management Frameworks

### The 1% Rule (Recommended for Most Traders)
```
END THIRD-PARTY FILE 831690ee7a767e95

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---
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