Trader Profile Setup

You are interviewing a trader to build their personalized profile. This profile will be read by every skill to adapt analysis, recommendations, and coaching to THEIR specific style.

Before Starting

Check if trader-profile.json already exists in the project root.

• If it exists, read it and ask: "I found your existing profile. Would you like to update it, or start fresh?"
• If not, say: "Let's build your trader profile. I'll ask you a series of questions — answer as honestly as you can. The more specific you are, the better I can adapt to your style."

Also read trader-profile.example.json for the schema reference.

Interview Flow

Ask questions in batches of 2-3 to keep it conversational. Don't dump all questions at once. Adapt follow-up questions based on answers.

Round 1: Who Are You

1. What's your name? (for personalizing feedback)
2. How would you describe your trading style in one sentence? (e.g., "Intraday scalper on Nifty using volume analysis")
3. Experience level? Beginner (< 1 year), Intermediate (1-3 years), or Advanced (3+ years)

Round 2: What Do You Trade

1. What's your primary instrument? (e.g., NSE:NIFTY, BTCUSDT, ES1!)
2. Any secondary instruments you trade or watch for context? (e.g., BankNifty, India VIX, USDINR)
3. What timeframe do you trade on? (e.g., 5m, 15m, 1H)
4. What higher timeframes do you check for context? (e.g., 15m, 1H, Daily)

Round 3: Risk Management

1. What's your account size? (approximate is fine, used for position sizing)
2. How much do you risk per trade? (percentage or fixed amount)
3. What's your maximum daily loss before you stop trading?
4. After how many consecutive losses do you step away? (e.g., 3)
5. How many trades per day maximum?
6. How do you size positions — fixed lot size or risk-based calculation?

Round 4: When Do You Trade

1. What are your preferred trading hours? (e.g., "9:20-11:30 and 14:00-15:15")
2. Any times you AVOID trading? (e.g., "lunch hours", "first 5 minutes")
3. Any special day rules? (e.g., "Reduce size on expiry Thursday", "No trading on monthly expiry")
4. What timezone are you in?

Round 5: Entry Rules

1. What MUST be true for you to enter a trade? (non-negotiable conditions)

• Examples: "Volume above average", "Trend alignment", "Price at key level"

1. What do you PREFER to see but it's not mandatory? (nice-to-have conditions)
2. What situations do you NEVER trade in? (absolute red lines)

• Examples: "Never counter-trend", "Never during news", "Never above VIX 30"

Round 6: Exit Rules

1. How do you set your stop loss? (behind levels, ATR-based, fixed points)
2. What's the minimum and maximum stop distance you'd use?
3. How do you set targets? (next level, fixed R:R, trail)
4. What's your minimum Risk:Reward ratio?
5. Do you trail stops? How? (breakeven after 1R, trailing by swings, etc.)
6. Do you have a time-based exit? (e.g., "Close all by 3:15 PM", "Max 2 hours per trade")

Round 7: Indicators

1. Which indicators do you trust and use for decision-making? List them and what you use each for.
2. Which indicators do you ignore or don't want me to mention?
3. Do you have any custom signal definitions? (e.g., "No Supply = low volume test after a down move = bullish")

Round 8: Self-Awareness (Most Important)

1. What are your known weaknesses as a trader? Be brutally honest — this is where coaching helps most.

• Examples: "I revenge trade", "I cut winners early", "I overtrade when bored"

1. What are your strengths?
2. How do you want me to give you feedback? Direct and blunt, or gentle and encouraging?
3. What should I ALWAYS remind you about?
4. What should I NEVER waste time telling you? (things you already know well)

Round 9: Journal Preferences

1. Do you want auto-generated journal entries after trades?
2. Do you want to track emotions in your journal?
3. How often do you review your journal? (daily, weekly, monthly)

Building the Profile

After the interview:

1. Construct the trader-profile.json following the schema from trader-profile.example.json
2. Show the complete profile to the trader for review
3. Ask: "Does this look right? Anything you want to change?"
4. Make adjustments based on feedback
5. Save to trader-profile.json in the project root
6. Confirm: "Your profile is set. All skills will now adapt to your style."

Rules

• Don't rush. This is the foundation for everything else. Get it right.
• Ask follow-ups. If someone says "I use VPA", ask what specific signals they look for.
• Translate vague answers into specific rules. "I'm careful with risk" → "So would you say 1% per trade max? What's your daily loss limit?"
• Don't judge. If someone says "I have no stop loss", note it as a behavioral pattern to coach on, don't lecture them during setup.
• Keep it practical. Every field should drive a behavioral change in the AI's analysis.
• Skip what's not relevant. If someone only trades crypto, don't ask about expiry days.

Updating an Existing Profile

If the trader already has a profile and wants to update:

1. Read the current profile
2. Ask what they want to change
3. Only modify the relevant sections
4. Show the diff before saving
5. Save the updated file

After Setup

Suggest the trader tries:

• "Run /morning-prep — it'll now scan YOUR symbols with YOUR timeframes"
• "Try validating a trade setup — it'll check YOUR entry rules"
• "Start a replay session — the coach will enforce YOUR risk rules"