How to Use AI for Trading & Investing
Learn to use AI tools — specialising in Claude AI - Paid version preferred. (Other Models only basic executions) — as a genuine research partner in your trading and investing process. We'll build the prompts, workflows, and setups that turn a general-purpose AI into something tailored to how you screen ideas, analyze risk, and think through a thesis — so you walk away with reusable AI workflows, not a one-off answer. This is about sharpening your process and your prompting, not outsourcing your decisions to a chatbot.
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Disclaimers:
Educational Purpose. Private Coaching is an educational service provided by The Trading Dad ("TTD"). All content, frameworks, and coaching delivered during sessions are for educational and informational purposes only and do not constitute financial advice, investment advice, or a recommendation to buy, sell, or hold any investment product. TTD is not a licensed financial adviser under the Financial Advisers Act (Singapore) and does not hold a capital markets services licence.
No Advisory Relationship. Nothing in a Private Coaching session creates an advisory, fiduciary, or agency relationship between TTD and the participant. Coaching is directed at building the participant's own skills and frameworks for portfolio review, risk assessment, and trade evaluation — not at producing personalized recommendations for the participant to act on. All decisions regarding the participant's own portfolio and trades remain solely the participant's.
Independent Decision-Making. The participant acknowledges that any application of frameworks discussed in coaching — including portfolio changes, risk sizing, or trade entries — is made entirely at the participant's own discretion, using their own judgment and their own brokerage account.
Risk Disclosure. Trading options and other investment products involves substantial risk of loss and is not suitable for every investor. Past performance, including any examples discussed during coaching, is not indicative of future results. No representation is made that any participant will achieve profits or avoid losses.
No Guarantee. TTD makes no guarantee, warranty, or projection regarding the outcome of any strategy, framework, or the participant's overall trading performance.
Recommendation to Seek Licensed Advice. Participants seeking personalized investment advice tailored to their individual financial circumstances should consult a licensed financial adviser regulated by the Monetary Authority of Singapore.
Session Recording. Sessions may be recorded for quality and educational-reference purposes. By booking, the participant consents to such recording in accordance with TTD's PDPA-aligned privacy policy.
Acknowledgment. By booking Private Coaching, the participant confirms they have read and understood this disclaimer.

