> ## Documentation Index
> Fetch the complete documentation index at: https://forexmasters.in/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Prompt the AI

> Learn how to write clear, context-rich prompts that help Forex Masters deliver focused market education, structured analysis, and disciplined trading support.

The AI Advisory Suite works best when you give it a clear objective, relevant context, and the format you want back.

You do not need to write perfect prompts. Start naturally, then add the details that matter: the instrument, timeframe, trading idea, risk constraints, and what you want the AI to help you understand.

<Note>
  Forex Masters is an educational and decision-support platform. AI responses are designed to help you analyze, learn, journal, and apply discipline—not to provide personalized investment advice, guarantee outcomes, or execute trades for you.
</Note>

## The prompt formula

Use this simple structure for consistently useful responses:

> **Goal + Context + Constraints + Desired output**

| Element | What to include | Example |
| - | - | - |
| **Goal** | What you need help with | “Help me assess whether this setup follows my plan.” |
| **Context** | Instrument, timeframe, session, chart observations, trade details, or lesson topic | “EUR/USD, 15-minute chart, London session.” |
| **Constraints** | Your rules, risk limit, account type, or what to avoid | “I risk 0.5% per trade and do not trade during high-impact news.” |
| **Desired output** | The response format you prefer | “Give me a checklist, invalidation conditions, and questions to verify.” |

### A strong default prompt

```text theme={"system"}
I am reviewing EUR/USD on the 15-minute chart during the London session.

Price swept the Asian low, reclaimed the range, and is approaching a prior intraday high.
My plan requires a liquidity sweep, market structure shift, and defined invalidation.
I risk a maximum of 0.5% per trade.

Help me assess this as an educational setup review. Return:
1. The market structure I should verify
2. What would invalidate the idea
3. A concise pre-trade checklist
4. Any red-flag news or session considerations I should check
```

This prompt gives the AI enough information to organize your thinking without asking it to make an unsupported decision for you.

<CardGroup cols={2}>
  <Card title="Be specific" icon="target">
    Include the pair, timeframe, session, and the setup or question you are studying.
  </Card>

  <Card title="Ask for a process" icon="list-check">
    Request a checklist, explanation, scenario map, journal review, or learning plan instead of a one-line verdict.
  </Card>

  <Card title="State your rules" icon="shield">
    Tell the AI about your risk limit, session rules, news restrictions, and setup criteria.
  </Card>

  <Card title="Request uncertainty" icon="scale">
    Ask what would invalidate the thesis, what evidence is missing, and which assumptions need confirmation.
  </Card>
</CardGroup>

## Adaptive AI Memory

Forex Masters features **Adaptive AI Memory**, which preserves key details across your conversations:

* **Saved Trading Rules**: Your defined maximum risk per trade, stop-loss guidelines, and news avoidance rules stay saved so you don't need to re-type them in every prompt.
* **Journal History & Takeaways**: The AI remembers recurring behavioral patterns or mistakes identified in past trade reviews.
* **Learning Continuity**: Your progress in active courses is remembered, allowing AI responses to build directly on your current level of study.

<Note>
  You can view, update, or clear your AI memory context anytime under your profile and workspace security settings.
</Note>

## Start with the right intent

The AI Advisory Suite can route your request to the most appropriate specialist workflow. You can help it by being explicit about what you want to do.

<AccordionGroup>
  <Accordion title="Learn a concept">
    Ask for an explanation, examples, a quiz, or a comparison.

    ```text theme={"system"}
    Explain the difference between a liquidity sweep and a true market structure shift.
    Use a simple EUR/USD example, then test me with five questions.
    ```
  </Accordion>

  <Accordion title="Analyze a chart or scenario">
    Describe the chart context, attach an image when available, and ask for evidence to verify.

    ```text theme={"system"}
    Review this GBP/USD chart for educational purposes.
    Timeframe: 1 hour. Context: price is ranging below weekly resistance.
    Identify the key liquidity areas, the current structure, and the confirmations required before considering a directional thesis.
    ```
  </Accordion>

  <Accordion title="Prepare for a trading session">
    Use the AI to create a structured preparation routine, not a prediction request.

    ```text theme={"system"}
    Help me prepare for the New York session on EUR/USD and XAU/USD.
    My rules: no trades during high-impact USD news, maximum two attempts, and 0.5% risk per trade.
    Create a session plan with levels to map, news checks, valid setup criteria, and stop conditions.
    ```
  </Accordion>

  <Accordion title="Review a completed trade">
    Include your original thesis, execution details, and emotional state. Focus on process quality.

    ```text theme={"system"}
    Review this completed trade against my plan.
    Pair: USD/JPY. Direction: long. Timeframe: 5 minutes.
    Entry reason: sweep of the session low followed by a reclaim.
    Result: -1R.
    I entered before confirmation because I feared missing the move.

    Separate the review into: market read, execution quality, risk discipline, emotional factors, and one rule to reinforce next session.
    ```
  </Accordion>

  <Accordion title="Build consistency and discipline">
    Ask for routines, guardrails, reflection questions, or journal templates.

    ```text theme={"system"}
    I have taken three impulsive trades after a losing position.
    Help me run a 10-minute reset routine. Do not discuss new trade ideas.
    Ask me reflection questions, identify the behavioral risk, and give me a clear condition for returning to the market.
    ```
  </Accordion>
</AccordionGroup>

## Prompting step by step

<Steps>
  <Step title="Name the task">
    Begin with a direct action: **explain**, **review**, **compare**, **quiz me**, **help me journal**, **create a checklist**, or **build a session plan**.
  </Step>

  <Step title="Add market or learning context">
    State the instrument, timeframe, session, relevant price behavior, current lesson, or journal entry you are working from.
  </Step>

  <Step title="Define your operating constraints">
    Include the rules that should govern the response: maximum risk, number of attempts, no-trade windows, strategy criteria, or account restrictions.
  </Step>

  <Step title="Choose the output format">
    Ask for a table, checklist, scenario map, lesson plan, concise summary, or a set of questions. Clear formatting requests produce more actionable responses.
  </Step>

  <Step title="Challenge the result">
    Follow up with: “What am I missing?”, “What invalidates this?”, “What would make this lower quality?”, or “Which part relies on an assumption?”
  </Step>
</Steps>

## Copy-and-use prompt templates

### Market structure study

```text theme={"system"}
Teach me how to read the current market structure on [INSTRUMENT] using the [TIMEFRAME] chart.

I observe: [WHAT PRICE HAS DONE].
Session context: [ASIAN / LONDON / NEW YORK / OTHER].

Explain:
- The current structural condition
- The most relevant liquidity pools
- What would confirm a shift in structure
- What would invalidate that interpretation

Keep this educational and use clear, non-predictive language.
```

### Setup-quality checklist

```text theme={"system"}
Help me evaluate whether this idea meets my written setup criteria.

Instrument: [INSTRUMENT]
Timeframe: [TIMEFRAME]
Session: [SESSION]
Setup thesis: [THESIS]
Observed confirmation: [CONFIRMATION]
Planned invalidation: [INVALIDATION]
Risk per trade: [RISK]

Return a pass / needs-verification / fail checklist for:
- Higher-timeframe context
- Liquidity event
- Market structure confirmation
- Entry location
- Invalidation clarity
- Risk and news constraints

Do not give a trade instruction. Identify missing evidence and questions I should answer before acting.
```

### Economic-event preparation

```text theme={"system"}
Help me prepare for scheduled economic events affecting [CURRENCIES] today.

My trading window is [TIME WINDOW].
My rule is to avoid entering [X] minutes before and after high-impact events.

Create:
1. A news-preparation checklist
2. Questions to ask before trading after volatility
3. Conditions that would require me to stand aside
4. A post-event observation routine
```

### Trade journal debrief

```text theme={"system"}
Help me journal this trade with an emphasis on process, not profit or loss.

Instrument: [INSTRUMENT]
Direction: [LONG / SHORT]
Setup: [SETUP]
Planned risk: [RISK]
Outcome: [RESULT]
What I did well: [DETAILS]
What I would change: [DETAILS]
Emotional state before, during, and after: [DETAILS]

Return:
- A factual trade summary
- Process scorecard
- Execution mistakes or strengths
- Behavioral pattern to monitor
- One specific rule or practice for my next session
```

### Lesson coach

```text theme={"system"}
I am learning [TOPIC].

My current understanding is: [YOUR EXPLANATION].
Where I am confused: [QUESTION].

Teach this at a [BEGINNER / INTERMEDIATE / ADVANCED] level.
First correct any misunderstanding, then give an example, a short exercise, and three review questions.
```

## Use images and attachments with context

A chart screenshot can make a market-structure or journal discussion more concrete. However, an image alone rarely contains enough information for a high-quality review.

When attaching a chart, include:

* Instrument and timeframe
* Session or date context
* Whether the chart shows live, replay, or completed price action
* Your marked levels, entry, stop, and target if relevant
* The exact question you want answered
* Your strategy rules and risk constraints

<Warning>
  Do not share account credentials, broker passwords, API keys, payment details, government IDs, or other sensitive personal information in a prompt or attachment. Redact account numbers, balances, and personally identifying details before uploading screenshots.
</Warning>

### Better chart-review request

```text theme={"system"}
Attached is a 5-minute NAS100 chart from the New York session.

The yellow line marks the prior session high. I marked a wick above that level followed by a move back into the range.
I am studying whether this is a valid liquidity-sweep-and-rejection example.

Please:
- Describe only what is visible on the chart
- List confirmations I would need before treating it as a setup
- Explain the difference between a wick sweep and an accepted breakout
- Give me a chart-markup checklist for future examples
```

## Ask for the format you need

The same question can produce very different answers depending on the format you request.

<CodeGroup>
  ```text Checklist theme={"system"}
  Create a pre-session checklist for a London-session EUR/USD trader using liquidity and market-structure concepts. Include news, risk, and stop-trading rules.
  ```

  ```text Table theme={"system"}
  Compare a valid liquidity sweep, a false breakout, and a continuation breakout in a table with structure, close location, volume/volatility context, and invalidation.
  ```

  ```text Socratic coaching theme={"system"}
  Do not answer immediately. Ask me one question at a time to help me determine whether my setup has a clear market structure shift.
  ```

  ```text Quiz theme={"system"}
  Quiz me on risk-to-reward, position sizing, and invalidation. Use one question at a time and explain each answer after I respond.
  ```
</CodeGroup>

## Improve an answer with follow-up prompts

The first response is the beginning of the conversation. Use follow-ups to make the analysis more precise and aligned with your process.

Try these prompts:

* “Separate facts visible in the chart from assumptions.”
* “What evidence would contradict this interpretation?”
* “Turn this into a checklist I can use before entering.”
* “Explain this at a beginner level, without jargon.”
* “Show two alternative market scenarios and what would distinguish them.”
* “Compare this trade against the rules I stated.”
* “Help me write this as a journal entry.”
* “Ask me questions instead of giving conclusions.”
* “Summarize the plan in five non-negotiable rules.”
* “What should make me stand aside today?”

<Note>
  The AI may use relevant workspace, lesson, journal, and market context where available to make its response more useful. You remain responsible for verifying information, applying your rules, and making every trading decision independently.
</Note>

## Prompting for disciplined decisions

High-quality prompts do not seek certainty. They seek clarity about evidence, risk, and invalidation.

Instead of this:

```text theme={"system"}
Will EUR/USD go up today? Tell me the best entry and take profit.
```

Use this:

```text theme={"system"}
I am studying EUR/USD ahead of the London session.

Help me map conditional scenarios rather than predict direction:
- What evidence would support bullish continuation?
- What evidence would support bearish rejection?
- Which upcoming events or market conditions could make both scenarios unreliable?
- What objective conditions should keep me out of the market?
```

This approach supports the Forex Masters discipline-first framework: protect capital, avoid forced participation, and evaluate the quality of your process independently from a single trade outcome.

## Before you send: prompt checklist

* [ ] I stated what I want help with.
* [ ] I included the instrument, timeframe, session, or learning topic when relevant.
* [ ] I described what I observe rather than only asking for a prediction.
* [ ] I included my risk and trading constraints.
* [ ] I asked for invalidation conditions, missing evidence, or alternative scenarios.
* [ ] I requested a useful output format.
* [ ] I removed private credentials and sensitive information.
* [ ] I understand that AI output is educational support, not a guarantee or instruction to trade.

## Need help choosing a starting point?

Use one of these short prompts:

<CardGroup cols={3}>
  <Card title="Learn" icon="graduation-cap" href="#copy-and-use-prompt-templates">
    “Teach me this concept with an example and quiz me afterward.”
  </Card>

  <Card title="Plan" icon="calendar-check" href="#copy-and-use-prompt-templates">
    “Build a session checklist around my rules and today’s event risk.”
  </Card>

  <Card title="Review" icon="clipboard-check" href="#copy-and-use-prompt-templates">
    “Review this trade for process quality, discipline, and lessons—not outcome.”
  </Card>
</CardGroup>


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