Creator Documentation - Content Creation Guide

This guide provides comprehensive documentation for creating effective trading education content, including skill selection, difficulty calculation, and question design best practices.

Skill Selection Guide

Skill Domain Definitions

Pattern Recognition

Focus: Visual and statistical patterns in market data

Examples: Chart patterns, candlestick formations, volume profiles

Problem Solving

Focus: Analysis frameworks and decision processes

Examples: Trade setup evaluation, market scenario planning

Risk Management

Focus: Capital preservation and position sizing

Examples: Stop placement, position sizing, portfolio allocation

Trade Management

Focus: Execution and adjustment of positions

Examples: Entry/exit timing, scaling methods, adjustment triggers

Market Context

Focus: Broader market conditions and relationships

Examples: Correlation analysis, sector rotation, macro influences

Multi-Timeframe Analysis

Focus: Relationships between different time horizons

Examples: Timeframe alignment, nested patterns, fractal analysis

Options & Derivatives

Focus: Specialized instruments and strategies

Examples: Options pricing, Greeks, complex strategies

Fundamental Integration

Focus: Combining technical and fundamental data

Examples: Earnings analysis, news impact assessment

Skill Selection Flowchart

Pattern Identification

Is the question primarily about identifying patterns on charts? → YES: Pattern Recognition

Risk & Position Sizing

Is the question about how to manage risk or position sizing? → YES: Risk Management

Multiple Timeframes

Is the question about multiple timeframes or time horizons? → YES: Multi-Timeframe Analysis

Derivatives

Is the question about options, futures, or other derivatives? → YES: Options & Derivatives

Position Management

Is the question about executing or managing an existing position? → YES: Trade Management

Market Conditions

Is the question about analyzing broader market conditions? → YES: Market Context

Fundamental Data

Is the question about combining fundamental data with technical analysis? → YES: Fundamental Integration

Default

Default to Problem Solving if the question involves decision frameworks

Secondary Skill Selection

After identifying the primary skill, determine if secondary skills apply:

Does the question require knowledge from another domain?
Does it involve applying concepts from multiple domains?
Would expertise in another domain change the approach?

If yes, assign 1-2 secondary skills that most strongly influence the question.

Difficulty Calculation Worksheet

Step 1: Rate Each Component (1-5 scale)

Component	Definition	Rating Guidelines
Conceptual Complexity	Sophistication of trading concepts	1: Basic concepts (support/resistance) 3: Intermediate (market structure) 5: Advanced (complex options)
Information Processing	Amount and complexity of data	1: Single data point 3: Multiple related points 5: Multiple sources with conditions
Tool Utilization	Required tools and calculations	1: Visual observation 3: Basic calculation 5: Multiple specialized tools
Prior Knowledge	Dependency on foundations	1: Common knowledge 3: Basic trading principles 5: Specialized expertise
Decision Complexity	Variables in decision process	1: Binary choice 3: Multiple factors 5: Interdependent conditionals

Step 2: Calculate Weighted Score

Weighted Score = (Conceptual × 0.3) + 
                 (Information × 0.25) + 
                 (Tool × 0.15) + 
                 (Prior × 0.2) + 
                 (Decision × 0.1)

Weighted Score Formula

Step 3: Apply Format Adjustments

Question Format	Adjustment	Conditions
Boolean	+0.0	Simple concept verification
Boolean	+0.5	Requires nuanced judgment
Single Choice	+0.0	Standard baseline
Single Choice	+0.2	Highly plausible distractors
Multiple Choice	-0.3	Correct answers provide context
Multiple Choice	+0.3	Evaluating factor combinations
Chart Interaction	+0.5	Requires precise measurements
Chart Interaction	+1.0	Multiple measurements & analysis

Step 4: Determine Final Difficulty

Basic

Score: 1.0 - 2.0

Intermediate

Score: 2.1 - 3.5

Advanced

Score: 3.6 - 5.0

Question Type Best Practices

Boolean Choice Questions

Best Used For:

Testing understanding of market principles
Verifying knowledge of specific concepts
Quick assessment of decision-making abilities

Guidelines:

Avoid obvious statements that test only recall
Use context that requires analysis, not just memory
Consider adding measurement requirements for complexity
Provide clear, specific statements

Example: ✅ GOOD: "Based on the historical volatility shown, would a 30% options premium be justified for this stock's earnings?" ❌ BAD: "Do support levels sometimes fail?"

Single Choice Questions

Best Used For:

Testing ability to evaluate multiple alternatives
Assessing decision-making processes
Checking understanding of best practices

Guidelines:

Create plausible distractors testing misconceptions
Ensure only one answer is truly optimal
Make options similar in length and detail
Use parallel construction

Multiple Choice Questions

Best Used For:

Testing ability to identify multiple valid factors
Assessing comprehensive understanding
Checking ability to filter relevant information

Guidelines:

Each option stands alone as correct/incorrect
Avoid patterns in correct answers
Make options similar in construction
Consider requiring explanations

Chart Drawing Selection Questions

Best Used For:

Testing practical application of pattern recognition
Assessing ability to identify key price levels
Checking precision in technical analysis

Guidelines:

Provide clear selection criteria
Consider multiple valid answers
Add measurement tools when precision matters
Include clear visual distinctions

Chart Element Standards

Standard Chart Elements

Element Type	Display Standard	Metadata
Price Bars	Consistent colors, clear open/close	Timeframe, date range
Support/Resistance	Horizontal lines, dotted for minor	Line type, strength
Trend Lines	Angled lines, thickness by significance	Slope, touch points
Patterns	Semi-transparent highlights	Pattern type, completion %
Volume	Bar/histogram, color-coded	Relative measure, MA
Indicators	Separate panes when possible	Settings, interpretation

Chart Complexity Guidelines

Purpose Clarity

Each element should serve a specific purpose related to the question

Visual Hierarchy

Most important elements should be visually prominent

Complexity Matching

Chart complexity should align with question difficulty

Standardized Annotations

Use consistent annotation styles across quizzes

User Interface Specifications

Skill Selection Interface

Primary Skill Selection:
[ Primary Skill Domain ▼ ]  (dropdown with 8 domains)
  └─ [ Skill Category ▼ ]   (dynamically populated)

Secondary Skills (max 2):
[✓] Pattern Recognition > Market Structure Analysis
[✓] Market Context > Cross-Asset Analysis
[ ] Risk Management > Position Risk Optimization

Skill Dimensions:
Facets:    [✓] Recognition  [✓] Analysis  [ ] Synthesis
Scope:     ( ) Micro  (•) Medium  ( ) Macro
Cognitive: ( ) Recall  (•) Application  ( ) Evaluation

Primary and Secondary Skill Selection

Difficulty Calculator Interface

┌────────────────────────────────────────────┐
│ Conceptual Complexity:  1 [●━━━━━━━━━] 5   │
│ Information Processing: 1 [━━━●━━━━━━] 5   │
│ Tool Utilization:       1 [━━●━━━━━━━] 5   │
│ Prior Knowledge:        1 [━━━━●━━━━━] 5   │
│ Decision Complexity:    1 [━━━━━●━━━━] 5   │
└────────────────────────────────────────────┘

Calculated Difficulty: 3.2 (Intermediate)
Format Adjustment: +0.3 (Multiple Choice)
Final Difficulty: 3.5 (High Intermediate)

Interactive Difficulty Calculator

Chart Complexity Calculator

Base Chart: [Candlestick] (1.0)

Indicators:
[✓] MA/EMA     (0.2)
[✓] Volume     (0.2)
[ ] MACD       (0.2)
[ ] RSI        (0.2)

Drawings:
[✓] Trend Lines    (0.1 × 2)
[✓] Support/Res    (0.1 × 3)
[ ] Fibonacci      (0.1)

Highlighted Areas:
[✓] Zones          (0.3 × 1)
[ ] Patterns       (0.3)

[✓] Multiple Timeframes (0.5)

Total Chart Complexity: 2.8

Chart Complexity Assessment Tool

Quiz Skill Coverage Visualization

Pattern Recognition ████████████████░░░░░░
Problem Solving     ████████████████████░░
Risk Management     █████████░░░░░░░░░░░░░
Trade Management    ███████░░░░░░░░░░░░░░░
Market Context      ██████░░░░░░░░░░░░░░░░
Multi-Timeframe     ░░░░░░░░░░░░░░░░░░░░░░
Options & Deriv.    ████░░░░░░░░░░░░░░░░░░
Fund. Integration   ░░░░░░░░░░░░░░░░░░░░░░

Recommended additions: Multi-Timeframe Analysis, 
Fundamental Integration

Skill Coverage Dashboard

Use this dashboard to ensure balanced skill coverage across your quiz content and identify areas that need more questions.