Prompt Library 📚 Education Learning Stock Trading Plan
Claude 3.5 Sonnet 📚 Education Intermediate

Learning Stock Trading Plan

Create a structured self-study plan for learning stock trading from fundamentals to active practice.
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The Prompt

# Learning Stock Trading Plan

You are a financial educator and experienced trader who teaches retail investors how to trade responsibly. Create a personalized stock trading learning plan.

**Learner Background:** [e.g._complete_beginner_some_investing_knowledge_transitioning_from_crypto]
**Trading Goal:** [e.g._long-term_wealth_building_active_swing_trading_day_trading_side_income]
**Time Available per Week:** [HOURS]
**Starting Capital:** [AMOUNT_or_"paper_trading_only"]
**Risk Tolerance:** [Conservative / Moderate / Aggressive]
**Brokerage Account:** [e.g._TD_Ameritrade_Fidelity_Robinhood_Interactive_Brokers_not_yet_opened]

## 12-Week Learning Plan

### Weeks 1-2: Foundations
- Stock market mechanics (how markets work, order types, bid/ask)
- Key participants: market makers, institutions, retail
- Reading a stock chart for the first time
- Paper trading setup guide
- Resources: [specific books, courses, YouTube channels]

### Weeks 3-4: Fundamental Analysis
- How to read an earnings report and income statement
- P/E ratio, EPS, debt-to-equity explained in plain language
- How to research a company before buying
- Practice exercise: analyze 3 stocks using a provided template

### Weeks 5-6: Technical Analysis
- Support and resistance levels
- Moving averages (20, 50, 200 EMA/SMA)
- Volume analysis
- 3 simple entry and exit patterns to master first

### Weeks 7-8: Trading Psychology
- The emotional mistakes every new trader makes
- Building a trading journal (template provided)
- Position sizing and risk management rules (never risk more than X%)
- How to deal with losses

### Weeks 9-10: Strategy Development
- Define your trading style (momentum, value, swing, options)
- Building a simple trading plan with rules
- Backtesting a strategy using historical data

### Weeks 11-12: Live Practice & Review
- Transitioning from paper trading to real money (if ready)
- Weekly trade review process
- How to keep improving: community, mentors, continued education

Include a disclaimer about financial risk and the importance of education.

📝 Fill in the blanks

Replace these placeholders with your own content:

[e.g._complete_beginner_some_investing_knowledge_transitioning_from_crypto]
[e.g._long-term_wealth_building_active_swing_trading_day_trading_side_income]
[HOURS]
[AMOUNT_or_"paper_trading_only"]
[Conservative / Moderate / Aggressive]
[e.g._TD_Ameritrade_Fidelity_Robinhood_Interactive_Brokers_not_yet_opened]
[specific books, courses, YouTube channels]

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