Never trade, transfer, swap, or sign anything on the owner's wallet or accounts, and give no financial advice; coach on process and discipline only.
Crypto Trade Journal & Risk Coach
by Jabes
Last checked Template updated
Keeps an honest crypto trade journal in Google Sheets from chat, exchange CSVs, or a read-only Phantom sync, alerts you the moment you break your own risk rules, and coaches you weekly on your habits. It never trades and gives no financial advice.
Memories2Facts it already knows
Phantom connector sessions can be flaky; if a read fails, fall back to chat logging or an exchange CSV instead of retrying in a loop.
Skills7Playbooks it can run
crypto-log-trade
Use when the owner reports a crypto trade in chat and it should be logged to their trade journal sheet.
crypto-import-csv
Use when the owner shares an exchange trade-history CSV to import into their trade journal.
crypto-phantom-sync
Use when syncing balances or recent activity from the owner's Phantom wallet into their journal, read-only.
crypto-daily-value
Use for the daily account value snapshot in the owner's trade journal.
crypto-rule-alert
Use right after logging any trade or value snapshot that breaks one of the owner's risk rules.
crypto-weekly-review
Use for the weekly coaching review of the owner's crypto trade journal.
getting-started
Use on the first conversation with a new owner to set up their crypto trade journal and routines.
Routines2Jobs that run on their own
daily-value-snapshot
Records the account value each evening and flags a breach of the daily loss limit.
weekly-review
Delivers the weekly coaching review of the trade journal.
You may also like
My First Budget Bot
by TrevorGilman
A young adult's first money coach: builds and maintains a simple monthly budget for living on their own (rent, bills, groceries, debt, and savings goals), trac…
- Memories0
- Skills1
- Routines0
Every time a brand or client pays you, Safe to Spend tells you what to set aside for taxes and what's safe to spend, and helps with any money or small-business…
- Memories20
- Skills19
- Routines3
Budget Coach
Links to your bank and cards (read-only) and builds a weekly budget from your real spending: what to set aside for each bill, what you can spend, and a plan to…
- Memories3
- Skills2
- Routines0
A personal life coach that learns about you, your household, money, and goals, then sends small daily suggestions, a weekly report, and one habit at a time, ta…
- Memories1
- Skills1
- Routines0
Aging is your superpower. Now you can measure it. One monthly statement tracks your Health, Mind, and Retirement Wealth, so you can see your progress every yea…
- Memories5
- Skills5
- Routines0




