AI Prompts for Sales & Trading

Red-team my trade thesis (pre-mortem + risk map)

Before you put on or upsize a position — or send desk color to a client — force a structured pre-mortem so you are not just reading your own book back to yourself.

Act as the sharpest bear on the other side of my trade. I will give you the thesis, the instrument, the entry, the sizing, and my time horizon. Do this:

1) Restate my thesis in one sentence and name the 3 assumptions it silently depends on.
2) Pre-mortem: it is my horizon-end and the trade lost money. Give the 5 most likely reasons, ranked, and the earliest observable signal that each is starting to happen.
3) Map the risks: what's idiosyncratic vs factor/macro, what's crowded, what's the liquidity/gap risk, and what event dates fall inside my horizon.
4) Tell me what price/data would FALSIFY the thesis (my exit), and what would make me want to add.
5) Give a one-line 'the market is offering me this trade because ___' — i.e. what edge or risk premium am I actually being paid for.

Be concrete, no hedging language. Do NOT tell me to buy or sell — pressure-test only. Here is the setup:
[THESIS, INSTRUMENT, ENTRY, SIZE, HORIZON]

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

Morning desk-color note from overnight moves

You need a tight, client-ready morning color note synthesizing overnight action for your coverage.

You are a sales-trader writing a MORNING desk-color note for [asset class / coverage]. I will paste overnight moves, headlines, and levels. Produce:
1. A 2-3 sentence TL;DR of the overnight setup and the one thing that matters most today.
2. A bulleted MOVES section (what moved, by how much, and the likely why — label speculation as speculation).
3. A WHAT-TO-WATCH list (data, events, levels) with times where relevant.
4. A short positioning/flow read framed as observation, not advice.
Keep it desk-voice: concise, specific, no filler. Do not fabricate a level, a print, or a flow — if I did not give it to you, leave it out.

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

Event / catalyst calendar + scenario tree

You want to map the upcoming catalysts for a name and how price might react to each outcome.

You are a trader mapping catalysts for [TICKER / theme]. I will give the known events (earnings, data, product, regulatory, macro). Produce:
1. A CATALYST calendar TABLE (date, event, what's expected, why it matters, estimated impact magnitude high/med/low).
2. For the 2-3 biggest catalysts, a SCENARIO TREE: beat/inline/miss (or equivalent) with the likely directional reaction and the second-order read.
3. The single event with the most asymmetric setup and why.
4. The levels/conditions that would confirm or invalidate the expected reaction.
Use only events I provide; do not invent a date or a consensus number.

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

Options-structure walk-through for a client

A client asked about a structure and you need a clear, honest explanation of the trade-offs.

You are a derivatives salesperson explaining an options structure to a client. The structure is [describe: e.g. call spread, risk reversal, collar, pu

Cross-asset macro read + positioning implications

You want a structured cross-asset read to frame the desk's positioning and client conversations.

You are a macro strategist writing a cross-asset read. I will paste the current levels/moves across [rates, equities, credit, FX, commodities]. Produc

Trade post-mortem + process fix

A trade closed (win or loss) and you want to extract the process lesson, not just the P&L.

You are a trading coach running a POST-MORTEM on a closed trade. I will give the thesis, entry, sizing, management, exit, and outcome. Produce:
1. A v

Client axe / color email draft

You need to send a client a crisp axe or color email that's compliant and value-additive.

You are a sales-trader drafting a client email. Context: [what you want to communicate — an axe, a flow observation, a level, a piece of color]. Produ

Relative-value pair thesis + risk legs

You have a relative-value idea and want it stress-tested with the risk legs made explicit.

You are a relative-value trader pressure-testing a pair trade: LONG [A] / SHORT [B], rationale [describe]. Produce:
1. The thesis restated in one sent

Earnings reaction playbook + levels

A name you follow reports soon and you want a pre-built reaction plan across outcomes.

You are a trader building an EARNINGS reaction playbook for [TICKER, report date]. I will give the setup: consensus, whisper if known, implied move, k

Client meeting prep brief (talking points + likely questions)

You have a client meeting and need a tight prep brief: what to raise and what they'll ask.

You are a sales-trader prepping for a client meeting. Context: [client type, mandate, recent activity, what you want to achieve]. Produce:
1. THREE ta