Trader Research Planner — Prioritize Watchlists & Reviews

Stop letting the watchlist become the workflow

A crowded watchlist mixes research ideas, evidence requests, decision deadlines, completed-trade reviews, and items waiting on someone else. Trader Research Planner turns that queue into a bounded work plan without pretending to know which instrument will perform best.

It uses your real capacity and process rules to preserve every item, expose the blocking evidence, allocate only the time you actually have, and give each active item one finishable next action.

What you get

• Intake register: every research and review obligation stays visible.
• Workflow routing: each item receives one transparent verdict such as REVIEW_DUE, BLOCKED_EVIDENCE, WAITING_DEPENDENCY, or DEFERRED_CAPACITY.
• Capacity-bounded plan: scheduled minutes never exceed the time you supply.
• One-next-action board: no vague research-more tasks.
• Evidence-gap map: shows what must be supplied before useful work can continue.
• Review and expiry hooks: prevents stale research from living forever.
• Portable record: a structured TRADER_EXECUTION_RECORD that can connect research context, decision provenance, and later reviews.

Honest Before / After

Before: mixed watchlist notes, hidden dependencies, several deadlines, and more work than the available 90 minutes.

After: all items preserved, 75 minutes allocated, 15 minutes protected as buffer, one review handled first, one evidence task bounded, and one dependency left visibly waiting.

This is a workflow transformation. It is not evidence that the trades will perform better.

Built for a modular trading workflow

Use it independently or as the productivity layer around the Trading Decision Control line: market context → source audit → research plan → trade decision audit → review.

It may route and schedule portable records, but it never rewrites their evidence classifications or decision verdicts.

Worked example

The built-in fictional queue contains a due journal review, an earnings claim check missing its primary report, and a macro narrative waiting for a market context record. With two 45-minute blocks, the skill allocates 30 minutes to the required review, 45 minutes to a bounded evidence task, preserves 15 minutes as buffer, and leaves the dependent item visible rather than silently dropping it.

Boundaries

• No browsing or live market data.
• No ticker ranking, signals, forecasts, targets, stops, sizing, or orders.
• No calendar writes, reminders, background monitoring, or claimed external action.
• No claim that research productivity predicts profit.
• Missing dates and effort estimates stay visible; they are not invented.