Algo Trading

Templates: 10 AI prompts for finance workflows

Use these Templates prompts to move from a rough finance task to a clearer, copy-ready AI workflow.

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Copy-ready Templates finance prompts

Universal Bot Strategy Template Selector

Universal template Pro

Maps your market + constraints to the right bot template (trend, mean reversion, stat arb, market making, arbitrage, grid) and outputs a build-ready spec.

ID 221

Act as an algo trading architect. My market is stocks/crypto/forex/futures, venue is crypto market, holding time is 4 hours, and my edge thesis is trend/mean reversion/spread/arbitrage/liquidity providing. Recommend the best strategy template and produce a build-ready spec: data inputs, signal logic, execution logic, risk controls, state machine (states + transitions), required parameters, and what I should log for debugging.

Trend-Following Bot Template (Breakout + Pullback State Machine)

Pro

A modern trend template designed for automation: regime gate, entry state, add-on rules, and structured exits.

ID 222

Act as a systematic trend trader. Design a bot template for trend following on crypto market. Output: Signal logic (trend gate + entry trigger + add-on rule) Exit logic (profit-taking, trailing logic, time-based exit, invalidation) Execution rules (order types, retry logic, slippage guardrails) Position rules (max concurrent positions, cooldown, pyramiding limits) Configuration parameters with sensible defaults for 15-minute data. Keep it strategy-template style, not code.

Mean Reversion Bot Template (Range Detection + Reversion Entry)

Beginner

A practical mean reversion template that includes a “do-not-trade” gate for trending days, a common community fix.

ID 223

Act as an algo designer. Build a mean-reversion bot template for instrument universe. Include: A regime gate to avoid trading when the market is trending Entry logic (reversion trigger + confirmation) Exit logic (mean target, partial exit rules, stop/invalidation) Safety rules (max adverse move handling, time stop, trade frequency cap) Parameter list (lookback windows, thresholds, cooldown). Provide a concise template spec I can implement on any platform.

Pairs / Statistical Arbitrage Template (Cointegration + Spread Trading)

Pro

A template for pairs trading with clean separation between “pair selection”, “signal”, and “execution”.

ID 224

Act as a statistical arbitrage architect. Design a pairs-trading bot template for crypto market. Deliver: Pair selection criteria and maintenance rules (when to drop/replace a pair) Spread construction rules and signal triggers (entry/exit/stop) Risk controls (gross/net exposure, correlation shock handling) Execution plan (simultaneous orders, leg risk handling, partial fills) Required logs/metrics to monitor live health (spread z, fill quality, exposure drift).

Market Making Template (Inventory-Aware Quoting)

Pro

A market making template inspired by real-world bot frameworks: quoting around mid, refresh cycle, inventory bias, and kill-switch rules.

ID 225

Act as a market-making strategist. Design a single-pair market making bot template for spot/crypto on crypto market. Include: Quote placement rules (spread, order size, refresh cadence) Inventory management (skew/bias rules to avoid runaway inventory) Volatility defense (widen spreads, pause, reduce size) Adverse selection defenses (when NOT to quote) Operational rules (cancel/replace logic, stuck order handling, kill-switch conditions). Output as a concise implementation spec.

Spot–Perpetual Basis / Funding Template (Hedge + Carry Logic)

Medium

A modern crypto-derivatives template traders actively discuss: harvest basis/funding while managing hedge and execution risk.

ID 226

Act as a crypto basis trader. Create a spot–perpetual arbitrage bot template for ETF portfolio. Include: Entry criteria (basis threshold, funding conditions, liquidity checks) Hedge ratio rules and rebalancing triggers Exit rules (basis convergence, time cap, funding regime change) Risk controls (liquidation distance, collateral drift, exchange risk) Execution logic (leg sequencing, partial fill handling, emergency flatten). Keep it platform-agnostic.

Short & Sharp: Strategy Template Skeleton Generator

Medium

One-shot prompt to generate a clean bot “skeleton” (states, params, logs) for any strategy idea.

ID 227

Turn this strategy idea into a bot template skeleton: paste idea. Output only: (1) parameters, (2) states & transitions, (3) signal rules, (4) execution rules, (5) risk rules, (6) logs/telemetry fields.

Short & Sharp: “What Could Break This Bot?” Threat Model

Medium

A fast threat-model prompt (exchange quirks, fills, gaps, halts, fees) that bot builders obsess over.

ID 228

Threat-model my bot template: describe in 3 lines. List the top 10 failure modes across: market behavior, execution/fills, exchange/broker issues, and logic bugs. For each, give one mitigation rule I can implement immediately.

Short & Sharp: Config Schema Builder (Copy-Paste Ready)

Medium

Creates a clean configuration schema so strategies are reusable and not hard-coded.

ID 229

Create a configuration schema for a trend-following strategy bot. Output a YAML-like list of parameters with default values and a one-line explanation each. Include: universe, timeframes, sizing, entry/exit thresholds, execution settings, safety limits, and monitoring thresholds.

Short & Sharp: Minimal Logging Spec for Debuggable Bots

Pro

Defines the smallest set of logs that makes a bot debuggable in production.

ID 230

Define the minimum logging/telemetry spec for a trading bot. Output a list of fields grouped into: signal, decision, order lifecycle, fills, position, risk, and errors. Keep it minimal but sufficient to reconstruct “why the bot did that” after the fact.

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