> ## Documentation Index
> Fetch the complete documentation index at: https://guide.askape.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Swing Trading from Chat

Use AI to find swing trade setups and execute in seconds. Hold for days or weeks for bigger gains.

**⏱️ Time:** 2-7 days per trade
**💰 Capital needed:** \$1,000+ recommended
**📱🌐 Platform:** Both iOS & Web
**👤 Best for:** Money Monty (generalist) and Maverick (momentum) companions
**🎯 Skill level:** Beginner to Intermediate

***

## 🎯 What You'll Learn

By the end of this workflow, you'll know how to:

* Find swing trade setups using AI
* Execute multi-day trades from chat
* Set price targets for 10-30% gains
* Manage positions over several days
* Exit at optimal profit points

**This workflow demonstrates:** How to use chat execution for swing trades - less time intensive than day trading, bigger potential gains.

***

## 📋 Prerequisites

### Before Starting:

**1. Connected Brokerage**

* Connected brokerage or Ape Paper Trading
* Buying power for swing positions
* [How to connect →](../../Features/Brokerage/connecting)

**2. Trading Permissions**

* Enable "Execute from Chat" in Settings
* [Setup guide →](../../Features/Chat/execute-trades)

**3. Companion Setup**

* Set companion to **Maverick** (swing trader)
* [Change companion →](../../Features/Companions/choosing)

**4. Time Commitment**

* Check positions 1-2x per day
* 10-15 minutes daily monitoring
* Be patient - trades take days, not hours

***

## 🚀 The Complete Swing Trading Workflow

### Step 1: Weekend Research (Sunday Evening)

**Best time for swing trading research: Sunday 6-8 PM**

**Open Chat and ask:**

> "What are the best swing trade setups for this week?"

**AI Response Example (Maverick Companion):**

> "Top 3 swing setups for the week:
>
> **1. NVDA - AI Momentum Play**
>
> * Current: \$875
> * Setup: Breaking out of consolidation
> * Target: \$920-950 (5-9% gain)
> * Timeframe: 3-7 days
> * Entry: \$870-880
> * Stop: \$850
>
> **2. TSLA - Delivery Beat Setup**
>
> * Current: \$465
> * Setup: Earnings catalyst + technical breakout
> * Target: \$495-510 (6-10% gain)
> * Timeframe: 5-10 days
> * Entry: \$460-470
> * Stop: \$445
>
> **3. AMD - Analyst Upgrade**
>
> * Current: \$175
> * Setup: Fresh catalyst + support hold
> * Target: \$190-195 (8-11% gain)
> * Timeframe: 7-14 days
> * Entry: \$172-178
> * Stop: \$165
>
> **My pick:** NVDA has the cleanest setup. Waiting for dip to \$875 for entry."

**Screenshot this for the week ahead.**

***

### Step 2: Find Entry Point (Monday-Tuesday)

**Don't rush the entry!** Swing trades require patience.

**Monitor your target stock (NVDA) and ask AI:**

> "Is NVDA at a good swing entry now?"

**Monday 10 AM - AI Response:**

> "NVDA at $882 - slightly above ideal entry ($870-880). I'd wait for a pullback to \$875-878 for better R/R."

**Tuesday 11 AM - Check again:**

> "Is NVDA at a good swing entry now?"

**AI Response:**

> "NVDA at \$876 - YES, this is a good entry!
>
> **Swing Trade Setup:**
>
> * Entry: $876 (within $870-880 range)
> * Target: \$920 (5% gain)
> * Stop: \$850 (3% loss)
> * Risk/Reward: 1.7:1
> * Hold time: 3-7 days
>
> **Why now:**
>
> * Pulled back to support
> * RSI cooled to 58 (was overbought)
> * Volume picking up
> * Market structure intact
>
> Ready to execute?"

***

### Step 3: Execute the Trade (Shares or Options)

**You'll see "Execute Trade" button below AI's recommendation.**

#### **Option A: Swing Trade with Shares** (Lower Risk, Easier Management)

**📱 iOS - Execute:**

1. **Tap "Execute Trade"**

2. **Review Order:**
   * Ticker: NVDA
   * Action: Buy
   * Quantity: 10 shares (adjust to your size)
   * Price: \$876 limit
   * Est. Cost: \$8,760

3. **Adjust Quantity:**
   * \$1K account: 1 share
   * \$5K account: 5 shares
   * \$10K account: 10 shares
   * Never risk more than 10-20% of account on one trade

4. **Place Order** → Authenticate

5. **Filled!** ✅

**🌐 Web - Same process, just click instead of tap**

***

#### **Option B: Swing Trade with Options** (Higher Risk, Bigger Gains)

**Ask AI for options setup:**

> "Give me a swing trade options setup for NVDA"

**AI Response:**

> "NVDA Swing Options Setup:
>
> **Buy:** NVDA $880 calls **Expiration:** 2-3 weeks out (Dec 1) **Entry:** $18-20 per contract
> **Target:** $28-32 (40-60% gain if NVDA hits $920)
> **Stop:** $14 (30% loss if NVDA drops to $860)
>
> **Pros:** Leverage - control 100 shares for \$1,800
> **Cons:** Theta decay - loses value over time"

**Execute:**

1. **Tap/Click "Execute Trade"**

2. **Review:**
   * NVDA \$880 calls, exp 12/1
   * Entry: \$19.00 limit
   * Quantity: 1 contract
   * Cost: \$1,900

3. **Place Order** → Authenticate

4. **Filled!** ✅

**For beginners:** Start with shares, not options. Options add complexity and time decay.

***

### Step 4: Set Price Alerts (Not Stop Loss)

**Swing trades are different from day trades:**

* Don't set tight stop losses (noise will stop you out)
* Use price alerts instead
* Give the trade room to breathe

**Set Alerts:**

**📱 iOS:**

1. Go to **Portfolio**
2. Find **NVDA** position
3. Tap **"Set Alert"**
4. **Alert 1:** \$850 (stop level - warning)
5. **Alert 2:** \$920 (target - time to sell)

**🌐 Web:**

1. Go to **Portfolio**
2. Click **NVDA** position
3. Set **Price Alerts:**
   * Low: \$850
   * High: \$920

**Why alerts not stops?**

* Swing trades fluctuate daily
* \$850 is "consider exiting" not "auto-sell"
* You'll make decision when alert hits

***

### Step 5: Daily Monitoring (5-10 Minutes)

**Every Morning (9:45 AM) and Evening (4:15 PM):**

**Ask AI:**

> "How's my NVDA swing trade looking?"

**Day 1 (Entry Day) - Evening Update:**

> "NVDA Update:
>
> * Current: \$878 (+0.2% from entry)
> * Status: Consolidating, normal
> * Target: \$920 (4.8% away)
> * Stop: \$850 (3.2% away)
> * Hold: Yes, give it time"

**Day 2 - Morning Update:**

> "NVDA Update:
>
> * Current: \$885 (+1% from entry)
> * Status: Grinding higher
> * Next resistance: \$895
> * Hold: Yes, momentum building"

**Day 3 - Evening Update:**

> "NVDA Update:
>
> * Current: \$895 (+2.2% from entry)
> * Status: Breaking resistance
> * Approaching target: \$920 (2.8% away)
> * Hold: Yes, target in sight"

**No action needed** - just check and track. Patience is key!

***

### Step 6: Take Profits (Hit Target)

**Day 5 - Alert Goes Off!**

**Your phone buzzes:** "NVDA reached \$920"

**Ask AI:**

> "NVDA hit my target at \$920. Should I sell?"

**AI Response:**

> "NVDA hit target! Recommendation:
>
> **Sell 75%** at $920 (lock in +5% gain) **Hold 25%** with trailing stop at $910
>
> Why:
>
> * Target achieved
> * May run to \$935, but secure profits first
> * Trailing stop protects remaining position"

**Execute Exit (Full Position):**

1. Go to **Chat**

2. Say: **"Sell my NVDA shares"** or **"Sell my NVDA calls"**

3. **"Execute Trade"** button appears

4. **Review:**
   * Action: Sell
   * Quantity: 10 shares (or 75% if doing partial)
   * Price: \$920 limit

5. **Place Order** → Authenticate

6. **Sold!** ✅

**Results:**

* Entry: $876 x 10 shares = $8,760
* Exit: $920 x 10 shares = $9,200
* Profit: \$440 (5% gain)
* Hold time: 5 days

***

### Step 7: Alternative Exits

#### **Exit A: Partial Profits (Intermediate Strategy)**

**When target hit:**

* Sell 50-75% of position
* Let remaining run with trailing stop
* Maximize upside while securing gains

**Chat command:**

> "Sell 7 of my 10 NVDA shares at \$920"

**Execute** → Keep 3 shares with \$910 trailing stop

***

#### **Exit B: Stop Loss Triggered**

**If NVDA drops to \$850 (your alert level):**

**Ask AI:**

> "NVDA hit \$850, my stop alert. Should I sell?"

**AI Response:**

> "NVDA broke \$850 support. Recommendation: Exit now.
>
> * Setup failed
> * Cut loss at -3%
> * Move on to next setup"

**Execute Exit:**

> "Sell my NVDA shares"

**Result:**

* Entry: \$876
* Exit: \$850
* Loss: -\$260 (-3%)
* **This is okay!** Small loss, preserved capital.

***

#### **Exit C: Scaling Out (Advanced)**

**As NVDA climbs toward target:**

**At \$900 (+2.7%):**

> "Sell 3 NVDA shares" (30% of position)
> Profit locked: \$72

**At \$915 (+4.5%):**

> "Sell 3 more NVDA shares" (30% of position)
> Profit locked: \$117

**At \$925 (+5.6%):**

> "Sell remaining 4 NVDA shares" (40% of position)
> Final profit: \$196

**Total profit: \$385** (4.4% average)

**Benefit:** Reduces risk as trade moves in your favor

***

## 📊 Swing Trading Schedule

**Sunday Evening:**

* 30 min - AI research for week's setups
* Screenshot top 3 ideas

**Monday-Tuesday:**

* 10 min morning - Check if entry opportunity
* 10 min evening - Monitor setups

**Mid-Week (Wed-Fri):**

* 5 min morning - Position check
* 5 min evening - Position check

**Weekend:**

* 15 min - Review week's trades
* Plan next week

**Total time per week: \~2 hours**

***

## 💡 Swing Trading Pro Tips

### 1. Entry Patience is Key

**Don't chase:**

* AI says entry \$870-880
* Stock at \$890? **Wait!**
* It will pull back

**Use limit orders:**

* Place order at ideal price
* Walk away
* Let market come to you

***

### 2. Give Trades Time to Work

**Swing trades aren't day trades:**

* Don't panic on Day 1 red
* Give it 3-5 days minimum
* Check 2x daily, not 20x

***

### 3. Position Sizing for Swings

**Recommended:**

* 10-20% of account per swing trade
* Run 2-3 positions simultaneously
* Never more than 50% deployed

**Example with \$10K account:**

* Position 1: NVDA \$2,000 (20%)
* Position 2: TSLA \$1,500 (15%)
* Position 3: AMD \$1,500 (15%)
* Cash: \$5,000 (50%)

***

### 4. Use Shares for First 10 Swings

**Why shares over options:**

* No time decay
* Less stress
* Easier to hold multi-day
* Still get 5-15% gains

**Graduate to options** after mastering share swings

***

### 5. Weekend Research Routine

**Every Sunday:**

* Ask AI for week's setups
* Screen shot top 3
* Set price alerts
* Know your plan before Monday

**Preparation = Better entries**

***

## 🎯 Success Metrics

**After 1 Month (4 weeks):**

* ✅ Completed 8-12 swing trades
* ✅ Average hold time: 3-7 days
* ✅ Win rate: 60-70%
* ✅ Average winner: +5-10%
* ✅ Average loser: -2-4%
* ✅ Net result: +10-20% monthly gain

**After 3 Months:**

* ✅ 30+ swing trades
* ✅ Comfortable holding multi-day
* ✅ Win rate: 65-75%
* ✅ Position sizing optimized
* ✅ Monthly gains: 15-25% consistently

***

## ⚠️ Common Swing Trading Mistakes

### Mistake 1: Checking Too Often

**Problem:** Checking position every hour
**Result:** Emotional decisions, early exits
**Solution:** Check 2x daily max (morning + evening)

***

### Mistake 2: Taking Profits Too Early

**Problem:** Stock up 2%, you sell (target was 5%)
**Result:** Miss bigger gains
**Solution:** Trust AI's target, be patient

***

### Mistake 3: Not Cutting Losses

**Problem:** Down 5%, hoping it bounces
**Result:** Small loss becomes big loss
**Solution:** Follow stop loss alert

***

### Mistake 4: Holding Too Long

**Problem:** Hit target, you get greedy
**Result:** Give back gains
**Solution:** Sell at least 50-75% at target

***

### Mistake 5: Too Many Positions

**Problem:** 5-6 swing trades at once
**Result:** Can't monitor, poor execution
**Solution:** Max 3 positions for beginners

***

## 🚧 Troubleshooting

### Position Not Moving After 3 Days

**Ask AI:**

> "My NVDA swing isn't moving. Should I hold or exit?"

**AI assesses:**

* Is setup still intact?
* Has catalyst happened?
* Is stop still safe?
* Recommendation: Hold, exit, or adjust

***

### Hit Stop Loss Early

**Don't feel bad:**

* 30-40% of swing trades fail
* Small losses are part of process
* Move to next setup
* AI will give new ideas

***

### Target Seems Too Far

**Example:** Entry $876, target $920, but stuck at \$885

**Ask AI:**

> "NVDA stuck at \$885. Adjust target?"

**AI may say:**

* Hold: Target still achievable
* Or: Take profits at \$895, close enough

***

## 🎓 Advanced Swing Techniques

### Technique 1: Scaling In

**Instead of full position at once:**

* Buy 1/3 at \$876
* Buy 1/3 if dips to \$870
* Buy 1/3 if breaks \$885

**Lower average cost, better R/R**

***

### Technique 2: Trailing Stops

**After target hit:**

* Sell 75%
* Set trailing stop on 25%
* Example: $920 entry, trail at $910
* If runs to $935, stop moves to $925
* Capture extended moves

***

### Technique 3: Weekly Options for Swings

**2-4 week options instead of shares:**

* More leverage
* Still enough time (avoid theta crush)
* 20-50% gains vs 5-10% on shares

**Ask AI:**

> "Give me a 3-week options swing setup for NVDA"

***

## ❓ FAQ

**Q: How is swing trading different from day trading?**
A: Hold time (days vs hours), less monitoring, bigger targets, more patience required.

**Q: Can I swing trade with a small account?**
A: Yes! \$500 minimum. Just use appropriate position sizes.

**Q: What if I can't check during the day?**
A: Perfect for swing trading! Check morning + evening only.

**Q: Do I need to watch the market all day?**
A: No! That's the beauty of swings. 10 min morning + evening.

**Q: What's better, shares or options for swings?**
A: Beginners: shares. Intermediate+: options for more leverage.

**Q: How many swing trades at once?**
A: Beginners: 1-2. Experienced: 3-4 max.

**Q: What if trade takes longer than expected?**
A: Normal! Some swings take 2 weeks. Be patient if setup intact.

***

## What's Next?

**Master Swing Trading:**

* Complete 20+ swing trades using this workflow
* Build patience muscle
* Learn to hold through noise

**Then Explore:**

* [Day Trading from Chat →](day-trade-from-chat) - Faster paced
* [Options Strategies from Chat →](options-strategies-chat) - Advanced spreads
* [Weekend Research Routine →](weekend-research) - Deep dive planning

**Related:**

* [Execute Trades Feature →](../../Features/Chat/execute-trades)
* [Maverick Companion →](../../Features/Companions/meet-the-companions.md#maverick)
* [Quick Prompts →](../../Features/Chat/quick-prompts)

***

**Swing trades = Bigger gains with less screen time. Execute from chat and let time do the work! 📈💰⏰**