Getting Started with Sovereign Trader
Set up your process, then let the system hold you to it.
Step 1: Configure your trading process
Go to Settings and adapt Sovereign Trader to your process. These settings shape every interaction — the AI coach works from what you tell it here. Have an initial look now, and come back to refine as you use the system.
Coach Profile
Describe your trading style, your tendencies, and the psychological aspects you're working on. Be direct — this is what the AI uses to make coaching relevant to you rather than generic.
"Intraday momentum trader. Main tendencies: overtrading when bored, premature stop moves. Working on patience and letting trades develop."
The more specific you are, the more useful the coaching becomes.
Strategize Steps
The questions you answer every day in Phase 2 before you trade. The defaults work to start with — adapt them to match your actual pre-market routine over time. Up to 10 steps, reorderable, checklist or open-answer type.
Session Prep Questions
Custom questions added to Phase 3. Leave the defaults for now and refine after you've been through the flow a few times.
Trade Check-in Questions
Questions that Sovereign Trader asks during Phase 4 when you request a Trade Check-in. Defaults are a good starting point — adjust once you know what matters to your process.
Other settings
| Setting | What it does | Suggested first-time value |
|---|---|---|
| Timezone | All timestamps and day boundaries | Your local timezone |
| Session Schedule | Defines your trading days and when a session starts and ends. Sovereign Trader uses this to know whether you're in an active session and when to close the day. | Match your real trading hours exactly |
| Circuit Breaker | Sovereign Trader proactively pings you during Phase 4 at a set interval with a short readiness check — a mid-session pause to surface whether your state has shifted. Useful once you know your routine. | Leave off initially, enable once you're familiar with the flow |
Step 2: Complete your first trading day
Open your Trading Day page — this is your daily command centre. Keep it open alongside Telegram during your session. The dashboard controls the flow; Telegram is where you interact.
Work through all five phases in order:
Phase 1 — Ground
Rate your mental clarity, emotional state, physical readiness, and sleep quality. The AI gives you a readiness verdict: GO, CAUTION, or NO TRADE. This isn't a gate — it's data. You decide whether to proceed.
Phase 2 — Strategize
Answer the questions you configured in Step 1. Write down your plan before price moves — setups, bias, key levels, focus areas. An AI coach reflects your plan back to you. Vague plans become obvious when someone says them back to you.
Phase 3 — Prepare
This is the discipline gate. You state your risk rules for the session and explicitly commit to them before you enter the market. No ambiguity, no post-hoc rationalisation — your rules are on record before a single position is open.
Phase 4 — Trade
Journal in real time via Telegram — voice or text. Describe what's happening as it happens. Click "Talk to Coach" on the dashboard anytime for on-demand AI coaching informed by your full session context.
Voice messages are fastest. Speak naturally. Minor transcription errors are easy to fix on the Journal page afterwards.
If you have the Circuit Breaker enabled, Sovereign Trader will proactively message you at your set interval with three quick readiness questions — a structured moment to check whether your state or focus has drifted during the session.
Phase 5 — Reflect
Debrief the day. What happened, what drove your decisions, what you'd do differently. Rate your discipline. Set your commitment for tomorrow. The AI coach pulls everything together into a day summary.
Your Process Score appears after Phase 5 — a score across five dimensions that measures your process quality, independent of whether you made or lost money.
Step 3: Review and refine
After your first complete day, take 5 minutes to review:
- Journal page — scroll through your full day timeline. Is everything captured? Do any voice transcriptions need fixing?
- Process Score — look at the breakdown. Which categories scored well? Which didn't? This tells you where your process has gaps.
- Settings — now that you've been through the flow, adjust your Strategize steps and Prep questions based on what felt right and what was missing.
The Weekly Summary gives you an AI-written structured review — patterns, strengths, growth edges, and a focus for the week ahead. This is where the real insight compounds.
What to expect in your first week
Frequently asked questions
Do I need to use both the dashboard and Telegram?
Yes — the dashboard controls the workflow, Telegram is where you answer questions and journal. Keep both open during your session.
Can I use voice for journaling?
Yes. During Phase 4, send voice messages to the Telegram bot. It's significantly faster than typing. Transcription errors can be corrected on the Journal page.
How is the Process Score calculated?
143 points maximum across five categories: Mind & Body, Preparation, Rules & Goals, Session Awareness, and Reflection. It scores your routine quality — not your P&L. More details in the FAQ.
I want to change my Strategize steps after my first session — will I lose data?
No. Changes to your steps apply from the next session onwards. All previous sessions keep their original questions and answers.
More questions? See the full FAQ.
Need help?
- FAQ — common questions answered
- support@sovereigntrader.net — for anything else
Sovereign Trader is a personal accountability and journaling tool. It is not financial advice. All trading decisions are yours alone.