04 — Discipline

Trading for the AI era.

Backtesting, signal analysis, news synthesis, sentiment, journaling, risk modelling — with the modern AI stack. Sober, rigorous, no get-rich-quick.

What you’ll learn

AI doesn’t predict markets. But it does eat the unglamorous parts of trading — research, journaling, news synthesis, regime analysis — and the traders who let it are the ones who keep their edge.

• AI as research analyst. Earnings calls, 10-Ks, sector reports synthesised in minutes.
• Backtesting strategies. Walk-forward validation, bias traps, AI-assisted hypothesis design.
• Signal generation, soberly. Pattern discovery without overfitting.
• News & sentiment. Real-time news synthesis, sentiment extraction, narrative tracking.
• Journaling at scale. AI for trade journaling, pattern detection in your own mistakes.
• Risk & position sizing. AI as counter-party to your psychology. Risk reviews, regime checks.

Tools covered

Claude, ChatGPT Pro, Perplexity, TradingView, FinChat, Python, Edgewonk, Koyfin

Course outline

• 01. The honest landscape. What AI does and doesn’t do for trading. The hype, reality, dangerous middle.
• 02. AI as research analyst. Earnings, filings, macro reports — synthesised properly.
• 03. Backtesting strategies. Walk-forward validation, bias traps, AI-assisted hypothesis design.
• 04. Signal generation, soberly. Pattern discovery without overfitting. Statistical honesty.
• 05. News, sentiment, narrative. Real-time news synthesis, sentiment, narrative tracking.
• 06. Journaling at scale. AI for trade journaling, mistake patterns, performance review.
• 07. Risk & position sizing. AI as counter-party to your psychology. Sizing models.
• 08. Final project. Build a complete AI-assisted research and risk workflow for one strategy.

Who this is for

Active traders, portfolio managers, and serious investors who already have a strategy and want to compound it with AI. Assumes you know what a candlestick is and understand position sizing. Not a ‘how to trade’ course.

Trading, actually used.

Be first when the trading course opens. Pre-launch pricing locked in for waitlist enrollees.