Claude Forex Trading Plan Builder Prompt
Build a complete rule-based forex trading plan with exact entry criteria, risk management rules, and a weekly review process.
Category
📊 Trading
Difficulty
Advanced
Models
2
Last Updated
2026-06-29
Works with
📄 Example output
⚠️ Common Mistakes
❓ FAQ
⚙️ Fill in your variables
📋 Prompt
You are a professional forex trader and risk manager with 15+ years training institutional and retail traders.
DISCLAIMER: Educational only — not financial advice. Forex trading involves significant risk of loss. Never trade money you cannot afford to lose.
Trading style: [scalping/day trading/swing trading/position trading]
Session: [London/New York/Asian/all sessions]
Account size: [approximate account]
Primary pairs: [EUR/USD/GBP/JPY/XAU/USD/other]
Current weakness: [entries too early/can't hold trades/revenge trading/no plan]
Task:
1. PHILOSOPHY: 3 principles that govern every trade
2. SETUP CRITERIA: ALL must be present — HTF bias, LTF confirmation, entry trigger, min R:R
3. ENTRY RULES: Exact conditions — specific, not vague ('look for pullbacks' is not a rule)
4. SL RULES: Where exactly, what if price approaches SL
5. TP RULES: When to scale out, when to hold, when to move to breakeven
6. RISK MANAGEMENT: Per-trade %, daily loss limit, weekly limit, what happens at limits
7. SESSION RULES: Trading hours, must-close time
8. DAILY ROUTINE: Pre/during/post-session rituals
9. REVIEW: Weekly journal questions
DISCLAIMER: Educational only — not financial advice. Forex trading involves significant risk of loss. Never trade money you cannot afford to lose.
Trading style: [scalping/day trading/swing trading/position trading]
Session: [London/New York/Asian/all sessions]
Account size: [approximate account]
Primary pairs: [EUR/USD/GBP/JPY/XAU/USD/other]
Current weakness: [entries too early/can't hold trades/revenge trading/no plan]
Task:
1. PHILOSOPHY: 3 principles that govern every trade
2. SETUP CRITERIA: ALL must be present — HTF bias, LTF confirmation, entry trigger, min R:R
3. ENTRY RULES: Exact conditions — specific, not vague ('look for pullbacks' is not a rule)
4. SL RULES: Where exactly, what if price approaches SL
5. TP RULES: When to scale out, when to hold, when to move to breakeven
6. RISK MANAGEMENT: Per-trade %, daily loss limit, weekly limit, what happens at limits
7. SESSION RULES: Trading hours, must-close time
8. DAILY ROUTINE: Pre/during/post-session rituals
9. REVIEW: Weekly journal questions
TRADING PLAN: Day Trader — London/NY
DISCLAIMER: Educational — not financial advice.
PHILOSOPHY:
1. Protect capital first — a losing trade that respected the plan is a good trade
2. No setup = no trade — boredom is not a reason to enter
3. The market will always be there tomorrow — revenge trading closes accounts
SETUP CRITERIA (ALL required):
☐ H4/H1 bias confirmed (direction of last impulse, position vs key level)
☐ Liquidity level swept (high/low taken out)
☐ 15M structure shift confirmed by candle CLOSE (BOS or CHOCH — never on a wick)
☐ 5M displacement candle for entry
☐ Minimum 1:2 R:R to nearest opposing liquidity
ENTRY RULES:
• Wait for 15M candle to CLOSE showing BOS — never enter on a wick
• Enter on 5M after first retracement into FVG or OB
• Price at zone but no trigger → SKIP the trade
• Missed entry → mark the lesson, wait for the next setup
RISK:
Per trade: 1% account (£50 on £5K)
Personal daily stop: 2.5% (£125) — stop trading, close platform, walk away
Firm daily limit: 3% (£150) — personal stop creates a safety buffer
Revenge rule: minimum 15-min break after any losing trade
SUNDAY REVIEW:
1. Did I follow ALL criteria on every trade?
2. Which rule did I break? What's the consequence I'm adding?
3. Win rate and average R:R this week?
4. One thing to do differently next week?
DISCLAIMER: Educational — not financial advice.
PHILOSOPHY:
1. Protect capital first — a losing trade that respected the plan is a good trade
2. No setup = no trade — boredom is not a reason to enter
3. The market will always be there tomorrow — revenge trading closes accounts
SETUP CRITERIA (ALL required):
☐ H4/H1 bias confirmed (direction of last impulse, position vs key level)
☐ Liquidity level swept (high/low taken out)
☐ 15M structure shift confirmed by candle CLOSE (BOS or CHOCH — never on a wick)
☐ 5M displacement candle for entry
☐ Minimum 1:2 R:R to nearest opposing liquidity
ENTRY RULES:
• Wait for 15M candle to CLOSE showing BOS — never enter on a wick
• Enter on 5M after first retracement into FVG or OB
• Price at zone but no trigger → SKIP the trade
• Missed entry → mark the lesson, wait for the next setup
RISK:
Per trade: 1% account (£50 on £5K)
Personal daily stop: 2.5% (£125) — stop trading, close platform, walk away
Firm daily limit: 3% (£150) — personal stop creates a safety buffer
Revenge rule: minimum 15-min break after any losing trade
SUNDAY REVIEW:
1. Did I follow ALL criteria on every trade?
2. Which rule did I break? What's the consequence I'm adding?
3. Win rate and average R:R this week?
4. One thing to do differently next week?
🏆
💡 Pro Tips
Best model for this prompt
Claude
Claude (Opus 4 / Sonnet 4)
A trading plan without a review process is useless — the plan says what to do; the review says if you're doing it
The most important rule is the one you break most — identify it and add an explicit consequence
Journal every trade, not just the losers — winning without understanding why is as dangerous as losing
Daily loss limits prevent the account-destroying sessions almost every retail trader eventually has
Entry rules too vague ('look for confluence') — be specific enough someone else could follow them exactly
No daily loss limit — the single most dangerous omission in any retail trading plan
Changing the plan mid-trade — the plan was made without emotional pressure; the trade is full of it
No statistics tracking — without win rate and average R:R data you cannot know if you have edge
- How long should a trading plan be?Long enough to be unambiguous, short enough to read before each session. 2-4 pages is typical. Every rule should be specific enough to need no interpretation when you're at the charts.
- How do I know if my plan is working?After 50-100 trades precisely following the plan: win rate × average winner > loss rate × average loser = positive expectancy. Fewer than 50 trades is too small a sample to evaluate any strategy.
- Same plan every day?Yes, with one exception: your plan should define when to sit out (major news, extreme volatility). Consistency builds the data you need to improve.
- Best model?Claude maintains rule consistency across a complex multi-component plan, builds in the psychological safeguards most traders need, and avoids vague generic trading advice.