A practitioner workshop series for active traders, sub-brokers, and aspiring RIAs. Three parts, three independent skill domains. Real prompts, real charts, working tools you keep.
Three things changed in retail trading in the last 18 months. None reversible.
Charts now read themselves. Pattern recognition that used to take five years of screen time is now a paid API call. Your edge is no longer seeing the pattern — it's deciding which patterns matter, in which regime.
Research is being unbundled. Annual reports, broker notes, earnings transcripts, F&O OI data — every primary source can now be queried, summarised, and cross-checked by a single advisor at a screen. The question is which signals you trust.
The franchisee economy is being audited. Sub-brokers and APs who informally manage portfolios are visible to SEBI in ways they were not in 2020. The right AI workflow is also a defensible workflow.
This series builds the practitioner's response to all three. Three workshops, three independent skill domains, one connecting thesis: AI applied with judgment, not automated without it.
Each workshop is standalone. Take any in any order. Take all three to build the complete practitioner stack.
Multi-timeframe pattern reading with AI assistance. Six pre-built scanners, build the seventh in class. Conviction tiers, the kill list, position sizing. A working AI scanner app you keep.
Options as decision instruments. AI as second brain on Greeks. Building covered calls, protective puts, vertical spreads, iron condors with AI modelling payoffs. Reading F&O OI: open interest changes, max pain, PCR shifts, accumulation vs distribution.
Dates announced soonAnnual reports, conference calls, management commentary, segment analysis — at AI speed. Concentration risk, working capital shifts, related-party flags. Cross-referencing companies across a sector in minutes. Building a fundamental screening prompt that updates weekly.
Dates announced soonI trade. I build. I'm not a YouTube personality and not a coaching institute. Sessions are demonstrations from a working practitioner — live scanners, real charts, real prompts, real failures examined.
You leave with working artifacts — not a folder of slides. AI scanners, prompt libraries, trade documentation templates, scan-to-position systems. Built to use Monday morning, not bookmark and forget.
The right AI workflow is also a defensible workflow. Conviction tiers, kill list, position sizing, trade documentation that survives a bad quarter. Especially for sub-brokers and aspiring RIAs.
I've spent two decades building financial services technology, the last several focused on agentic AI for decision systems. My book Machines That Think. Systems That Judge. codifies the framework underneath this entire series: evidence, governance, accountability.
I'm a working trader and a working builder. Hindi-comfortable when needed. Direct, unsparing about what AI can't do, generous with the prompts and templates that work.
This series isn't a path to "AI will trade for you." It's a path to AI compounds the discipline you already have.
Workshop dates being finalised. ₹500 inaugural pricing planned. 3.5 hours online. Recording available 30 days.
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