Build a Rules-Based AI Trading Assistant
by Knowsmith
$39
Let AI run the routine. You keep the final say on every trade.
A 65-page field guide (PDF) that shows you how to connect an AI assistant to your brokerage account, give it a written rulebook, and get a short list of protected trade ideas every morning. You approve each one.
How it works
Connect. Link your AI app to your broker. Install the broker's connector, add your API keys, authenticate once, and prove it works in read-only mode before anything can trade.
Write the rules. Give the AI a rulebook covering risk per trade, stop placement, profit targets, settled-cash rules and market filters, in one copy-paste block it follows every session.
Approve. A scheduled scan sends you two or three previewed ideas each morning. Reply with the ones you want. Exits run automatically as bracket orders.
Built around control: four layers between the AI and your money
Cash account: no borrowing. The broker rejects any order you can't pay for in full.
Hard order caps: the connector refuses any order above your dollar and share limits.
Written rulebook: sizing, stops, settled cash, drawdown pauses and market filters.
Your approval: nothing is bought until you say so, one order at a time.
What's inside (19 parts + 2 appendices)
Part I, Foundations: how an AI trading assistant works; APIs, connectors, keys, paper vs. live; choosing your broker and AI app; security essentials.
Part II, The trading system: cash accounts, margin and settlement; the trading rulebook; risk, position sizing and bracket orders.
Part III, Worked example (Claude Desktop + Webull on Windows): API keys, installing uv and Python, the connector, one-time 2FA, connecting Claude Desktop, verifying before enabling trading, automating the daily scan, your daily routine, and a troubleshooting playbook with 20 real setup problems and their fixes.
Part IV, Beyond: adapting to another platform (tool-mapping worksheet) and going further.
Appendix A: complete copy-paste kit (configs, rulebook, scheduled prompts).
Appendix B: glossary and disclosures.
Is it for you?
A good fit if you have (or plan to open) a brokerage account with API access, want structure and discipline more than excitement, are comfortable following technical steps and editing one config file, and want to review every order before it goes out.
Not for you if you want guaranteed profits or "set and forget" income, stock picks or signals, leverage, margin or options strategies, or a one-click app with no setup.
What else you may need
A funded brokerage account and an AI app plan that includes connectors, projects and scheduled tasks. Real-time market data may require a subscription with your broker. The worked example is written and tested for Windows.
This is a self-guided product. Individual setup support isn't included. Questions about downloads, billing or refunds: hello@knowsmith.net.
New editions free
Built from a real setup, with fixes for the glitches and gotchas we hit along the way. If a new edition comes out, it's yours free.
14-day money-back guarantee
Email hello@knowsmith.net within 14 days of purchase for a full refund. No reason required.
Important
This guide is educational material only and is not financial, investment, trading, tax or legal advice. The author is not a registered investment adviser or broker-dealer. Trading involves substantial risk, including loss of some or all of your investment. All examples are hypothetical. AI systems can make mistakes; you are solely responsible for every order you approve. Knowsmith is independent and not affiliated with, endorsed by or sponsored by Anthropic, Webull or any other company mentioned. All trademarks belong to their respective owners.