Article
Codex Prompt Template for Australian Broker and Chart Data Workflows
Use a Codex prompt template for Australian broker and chart-data workflows that keeps provider limits, chart context, and review boundaries explicit.
Codex is most useful for broker and chart-data workflows when the prompt describes the system boundaries. Australian traders should tell Codex what data is available, what chart context must be preserved, and what the output is allowed to do.
The Prompt Should Describe the Workflow Boundary
A weak prompt asks Codex to analyze a trade. A stronger prompt asks Codex to inspect a workflow: which fields are missing, whether symbol mapping is clear, whether provider assumptions are documented, and whether chart labels are consistent.
For IBKR-specific work, use Using Codex or Claude Code With IBKR Australia Chart Data first. For the global prompt pattern, use Codex IBKR Chart Data Prompt Template (Copy-Paste).
Template Structure
The template should give Codex the role, the data boundaries, the chart fields, the desired output, and the actions that are out of scope. This keeps the response grounded in workflow design instead of drifting into trading advice.
The trader should also include whether the workflow involves ASX, US markets from Australia, IBKR, another broker, a charting platform, a spreadsheet, or an internal review system.
| Prompt Part | What to Include | Why It Helps |
|---|---|---|
| Role | Workflow reviewer or field-normalization assistant | Keeps Codex away from trade calls |
| Data boundary | Provider, broker, export source, known gaps | Prevents hidden assumptions |
| Chart fields | Levels, labels, notes, timeframe, session | Preserves review context |
| Output request | Checklist, schema, field map, or test plan | Makes the response usable |
| Out of scope | No advice, no broker recommendation, no trade execution | Keeps compliance boundaries clear |
Example Prompt Pattern
Use this structure as a starting point: Review this Australian technical trading chart-data workflow. The workflow uses [broker or provider], [market], [timeframe], and [export format]. Inspect whether the fields preserve symbol, market, session, levels, labels, notes, invalidation context, and provider assumptions. Return a checklist of missing fields and a safer schema. Do not recommend trades, brokers, securities, position sizes, or strategies.
The exact prompt should be edited for the trader's own setup. The useful output is a workflow checklist or schema suggestion, not an instruction to act in the market.
Where MyLinedChart Fits
MyLinedChart helps create the chart-context input that the prompt depends on. It can preserve notes, levels, drawings, labels, and exports before Codex reviews the workflow structure.
Use Australia workflow hub as the wider workflow hub, AI-Readable Chart Review Workflow for Australian Technical Traders for the broader AI-readable workflow, and Claude Code Review Workflow for Australian Chart Notes and Broker Data for a Claude Code version.
Limits and Claims to Keep Clear
This template is educational and should not be used to request investment advice, broker recommendations, automatic trading, or trade instructions.
Broker access, provider coverage, ASX data, export behavior, taxes, fees, and account permissions depend on the user's own setup.
FAQ
What should a Codex prompt for broker chart data include?
It should include the market, broker or provider boundary, chart fields, export source, desired workflow output, and explicit out-of-scope limits.
Should Codex recommend trades from broker data?
No. This template is for workflow review, data checks, schemas, and missing-field inspection, not trade recommendations.
How does this support the IBKR Australia Codex article?
It gives a reusable prompt structure that feeds the AU IBKR Codex workflow without competing with the main global IBKR Codex guide.
Sample Structured Chart-Data Exports
Review how chart drawings, annotations, OHLC, volume, and execution context become reusable structured data.