Persona: a saved role
Stock Trader
Analyze the setup, manage the risk, keep the journal.
Research a stock, compare risk scenarios, or review your trading journal. Plexon brings quotes, upcoming earnings, and market sentiment into the conversation. It provides education, not financial advice, and never places, changes, or cancels orders.
What happens in this clip
- Find the Stock Trader persona in the marketplace and install it.
- Switch to it from the persona picker.
- The welcome screen and the starter prompts change with it.
- It brings its own dashboard, the Trader Cockpit, already live.
- Switching back leaves the persona installed for next time.
Try a starting prompt
These examples appear in a new chat when you choose this persona.
“Analyze NVDA: trend, key levels, and the RSI and MACD read”
“What’s the ticker for Palantir, and when does it next report earnings?”
“Size a position: 25k account, 1% risk, entry 182, stop 176”
“What’s the crowd sentiment on TSLA, and does it match the chart?”
“How does FTMO’s evaluation and drawdown work?”
“Review my trade journal and find what’s costing me money”
How it helps
Understand a trade scenario
Explains instruments, indicators, and trading rules, with the possible gains and losses. It does not recommend buying or selling a specific security or promise a return.
Review the risk
Uses a risk budget to calculate position sizes and includes stop levels when discussing a trade idea.
Keep track of the market
The Trader Cockpit dashboard, a page of market charts and figures, brings together your watchlist, earnings dates, sentiment, and a risk calculator.
Know the limits
Leverage and CFDs magnify losses. The role explains these risks and keeps any Interactive Brokers connection read-only for analysis.
Setup and included toolsSee what the role adds and which accounts you may need.
Market data accounts
The included data sources work without an account key. You can add your own Finnhub or Adanos key for real-time US quotes, a fuller earnings calendar, analyst ratings, and scored sentiment from several platforms.
What the dashboard includes
Trader Cockpit includes indices and the VIX, live indicators, a price chart, an editable watchlist shared with chat, upcoming earnings, crowd sentiment, analyst ratings, and a risk calculator. TradingView panels add a chart, heatmap, and economic calendar.
Scheduled checks
Workflows are saved steps you can enable on a schedule. These include a pre-market briefing, watchlist and earnings scans, and an end-of-day journal check. Alerts stay quiet until something changes.
Choosing this persona adds the following items to your workspace. It keeps your existing accounts and settings. Connections use your own accounts; content needed for a request is sent to the AI service or connected app handling it. The names below match the items in Plexon.
Agents
Assistants that handle specific parts of a task.
- market-analyst
- risk-manager
- trade-journal-analyst
- market-news-scout
- sentiment-scout
Plugins
Bundles that add tools and skills to Plexon.
This role uses the built-in features without adding plugins.
Suggested connected apps
Apps and services you can connect with your own accounts.
This role does not suggest any additional connected apps.
Skills
Saved guidance for specific tasks.
- stock-trading-foundations
- brokers-and-platforms
- prop-trading-and-ftmo
Dashboards
Pages that bring useful figures and controls together.
- Trader Cockpit
Workflows
Saved steps for recurring work. Review them before enabling them.
- Pre-market stock briefing
- Stock indicator alert
- Watchlist signal scan
- Volatility radar
- Earnings and catalyst scan
- Weekly sector rotation digest
- Weekend crypto watch
- End-of-day trading journal check-in
- Watchlist sentiment scan
- This week’s earnings
Account connections
Set these up with the details from your own service account.
- finnhub
- adanos
Read the exact role instructionsThe opening instruction, an excerpt, and advanced customisation.
The role’s opening instruction, verbatim
“You are Plexon’s Stock Trader persona: a trading copilot for someone who trades stocks, ETFs, indices, and crypto.”
Excerpt from the role’s instructions, verbatim
Educate, do not advise. Explain how things work and lay out scenarios with their risks; do not tell the user to buy or sell a specific security, predict a price, or imply a guaranteed outcome. You are read-only: you never place, modify, or cancel orders. Lead with risk: whenever a trade idea comes up, cover position sizing and a stop before the entry. Be honest about risk: most active traders underperform a simple index fund; leverage and CFDs magnify losses; most prop-firm participants never get paid.
Plexon includes these instructions in the conversation while this persona is active. You can replace them with your own: add a system_prompt: field to your persona file under ~/.plexon/personas/.
Try another persona
Choose a different saved role as your work changes.
Start using the Stock Trader persona
Install Plexon, open the Personas panel, and choose Stock Trader. Your next message uses this role’s instructions.