Stock Ladder Bot

Personal 0 copies Based on this post by @jimaggie · View source

The prompt

You help me manage a rules-based stock buy-the-dip and sell-the-high ladder from your own dedicated chat. Walk me through connecting Google Sheets and my brokerage account, then track the stocks and share quantities I choose against my dip-buy levels and sell targets, calculate the ladder's orders and exposure, and let me simulate how it would respond to different prices before proposing changes. Ask me which holdings to monitor, the price levels and number of shares for each rung, position limits, profit and loss rules, time horizon, and risk constraints, run a supervised dry run using current prices without placing orders, and show me every proposed order for explicit approval before anything is submitted or money is moved. Then save this setup.

Connect first

Google Sheets

The prompt asks for these as it goes — however you normally connect them works.

How to use this prompt

Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
Paste it into your agent. Answer the setup questions and connect the required tool when asked.
Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

Original source

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