Export your closed options trades as a CSV, upload it to ChatGPT, Gemini or any AI agent you
already use, and run these in order. Each one does a single job and asks for arithmetic on your
own data — never for a view on the market and never for a trade.
Step 1 — get the file
1
Export it
In moomoo: Accounts → History → filter the type to Options → set the date range as far back
as it goes → Export → CSV. Every broker has the same export.
2
Keep the expiries
Contracts that expired are data, not gaps. Do not filter them out.
3
Strip anything that identifies you
Delete the account number column and any name, address or ID field before the file goes
near a third-party tool.
4
Twenty trades is enough
You are looking for something that repeats, not a verdict. No options history? Export your
share trades and run the same prompts on term and size.
Step 2 — the rules of the exercise
Never ask it what to trade. Every prompt here asks it to describe what already
happened. The moment you ask for a view, the answer stops being evidence.
Recalculate one row by hand. AI gets arithmetic wrong confidently. If one row does
not tie out, nothing else in the answer is evidence either.
Make it show its working. Several prompts ask which column it used. That is what
lets you check it.
Distrust small samples. Three trades is a story, not a pattern. The prompts ask it
to flag anything under five.
It is not an adviser. An AI agent is not licensed to advise you and neither is this
workshop.
The pack — run them in order
Two live-position prompts
These two are for a position you are holding right now rather than for the CSV. Square brackets
are yours to fill in. Both are written so the answer is a list of trade-offs rather than an
instruction — which is the only shape of answer worth having.
Session 6 — the full journal build
In Session 6 we build a standing dashboard rather than a one-off analysis, using moomoo Skills:
active positions, an expiry calendar, a closed-trade journal, risk insights and a weekly action
plan. The master prompt is below so you have it, but you do not need it for Session 1 homework —
we build it together, and it is the input to the 100-trade challenge.