Research assistant

AI paper trading assistant for crypto research

A paper-first crypto research assistant template for summarizing market context, watchlist evidence, risks, and review questions without live signals.

Paper-first boundary

Trading Boy does not execute live trades, hold funds, or provide financial advice. This page is for simulated paper-trading review, prompt design, journal structure, and human review. It is not a signal feed, broker instruction, or promise of live trading results.

When to use this page

Use it when an agent should organize research context for paper review without recommending live trades.

The search intent behind how to evaluate an AI paper trading assistant for crypto research is usually practical: the user wants a reusable asset, an example, and a checklist. This page treats those variants as one owner page rather than splitting guide, example, checklist, and template into thin sibling pages.

Use the asset only after the paper-trading workflow, prompt version, permission boundary, and journal output format are clear. If the user cannot identify the setup, invalidation, risk field, or review question, the next action should be a skip, caveat, or human review rather than a confident simulated entry.

Crypto research assistant template

Review fieldPass conditionPaper-mode boundary
Research scopeDefines permitted sources, symbols, and timeframe.The assistant cannot browse unrelated narratives mid-sample.
Context summarySeparates market structure, catalyst, liquidity, and uncertainty.Context is evidence, not a signal.
Risk notesNames volatility, correlation, data gaps, and paper sizing caveats.Risk notes appear before the thesis.
No-key boundaryDoes not require exchange keys for paper research.Private account data stays out of the workflow.
Review handoffEnds with questions for the trading journal or pre-trade checklist.The assistant does not make the final decision.

Reusable prompt or worksheet text

Role: You are helping organize a simulated paper-trading review. You may summarize context, apply written rules, identify missing fields, and prepare journal evidence. You may not route live trades, request secrets, or provide financial advice.

Required output: Decision type, setup name, rule version, thesis, invalidation, paper risk, data caveat, behavior tag, and one human review question.

Skip rule: If setup, invalidation, paper risk, or data quality is missing, produce a skip or excluded row. Do not invent the missing field to make the record look complete.

Review handoff: Send the output to the paper journal, evaluation checklist, or human review checklist. Choose one next paper-mode action: collect more samples, tighten one field, pause, or revert a prompt change.

Example paper workflow

Scenario: The assistant summarizes BTC and ETH market context, flags a stale data source for one timeframe, and asks the reviewer whether the watchlist rule still applies. It does not say to buy or sell anything.

Good output: The research note makes uncertainty and missing data clear before any paper thesis is written.

Weak output: The assistant converts a news summary into a confident trade idea without risk context.

Decision: The reviewer keeps the evidence in paper mode, checks the output with the AI paper trading agent evaluation checklist, and records any prompt change in AI trading agent prompt versioning.

Use it with these controls

  • Prompt version: every sample should name the version that produced the output.
  • Output format: the agent should use consistent fields for entries, exits, skips, and missed setups.
  • Risk gate: size, exposure, drawdown, stop distance, and pause rules should be checked before judging the idea.
  • Human review: a person should approve prompt, risk, or workflow changes before the next sample.
  • Data privacy: private exchange credentials, account identifiers, and secret values should stay out of prompts and screenshots.

How it supports ranking

This owner page consolidates the guide, example, template, checklist, and for-paper-trading variants into one durable page. That gives searchers a complete answer without flooding the sitemap with near duplicates.

It also links into the surrounding Trading Boy system: paper-trading hub, AI paper agent, prompt template, output format, risk controls, permission boundaries, and paper-trading limitations.

Related AI paper-agent pages

Use these links to move between setup, output, risk, journal, and review pages without leaving the paper-first cluster.

AI Paper Trading Assistant for Crypto Research FAQ

What should an AI paper trading assistant do for crypto research?

It should organize context, identify uncertainty, flag data quality issues, and hand evidence to a paper workflow.

Should the assistant connect to an exchange account?

No. The paper research workflow should not need exchange trading or withdrawal permissions.

Can research output become a paper trade?

Only after a separate paper thesis, risk check, and review workflow confirm that the setup is complete.