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Trading Bot + Workflow

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You can import this markdown edition into Claude Projects to provide it with custom instructions; however, its contents are succinctly organized below for direct Notion AI execution.

Trading Journal - Text Context #2 - User Personas.md

1. Beginner Traders

Persona: "Learning Lucy"

• Demographics:

  • Age: 25-35
  • Occupation: Professional in unrelated field
  • Income: $50,000-$80,000
  • Trading Experience: 0-2 years

• Characteristics:

  • Learning fundamentals of trading
  • Small account size ($5,000-$15,000)
  • Risk-averse
  • Seeks educational content
  • Values structure and guidance

• Pain Points:

  • Overwhelmed by trading terminology
  • Difficulty tracking trades systematically
  • Lacks confidence in decision-making
  • Limited understanding of risk management
  • Struggles with emotional control

• Goals:

  • Build consistent trading routine
  • Learn fundamental analysis
  • Develop risk management skills
  • Track and learn from mistakes
  • Graduate to more advanced strategies

• Template Usage Patterns:

  • Heavy use of educational resources
  • Basic trade logging
  • Frequent reference to terminology
  • Regular journaling of emotions
  • Relies on pre-built templates

2. Experienced Options Traders

Persona: "Technical Tom"

• Demographics:

  • Age: 35-45
  • Occupation: Full-time or part-time trader
  • Income: $80,000-$150,000
  • Trading Experience: 2-5 years

• Characteristics:

  • Focuses on options strategies
  • Medium account size ($50,000-$200,000)
  • Data-driven approach
  • Active in trading communities
  • Developing personal strategies

• Pain Points:

  • Complex position tracking
  • Multiple strategy management
  • Time-consuming analysis
  • Incomplete performance metrics
  • Difficulty scaling strategies

• Goals:

  • Optimize trading strategies
  • Improve win rate
  • Scale successful approaches
  • Network with other traders
  • Develop automated systems

• Template Usage Patterns:

3. Professional Traders