Codify the setup. Score the discipline.
Turn each setup into a checklist of non-negotiables. Every trade gets a discipline score you can review later.
Playbooks, end-to-end
From setup to review, every step is built to be fast and reversible.
Codify the setup
Write the rules that actually define your edge — entry, exit, invalidation and risk, all in one place.
Tick through before entry
Pre-trade checklist pops up on order entry. One keypress per rule. Score is saved to the trade.
Review the scorecard
Weekly review groups trades by playbook and flags every override. See discipline drift before it becomes a habit.
Evolve the edge
Each rule carries its own per-trade win rate. Deprecate rules that don't discriminate, promote the ones that do.
Toggle rules. Watch the grade move.
Every live trade gets scored this way — the number follows you into analytics so you can correlate discipline with P&L.
Pre-trade checklist
Rules beat intuition. Every time.
Define the non-negotiables
Rule-based checklists
Break a setup into 5-15 binary conditions. Each has a weight and severity.
Pre-trade enforcement
Optional hard-stop: if 2+ critical rules fail, the broker ticket can't be submitted.
Auto-attach to trades
Every trade carries its playbook, rule-level pass/fail and override reason, forever.
Per-rule analytics
See which rules correlate with winning trades — kill the ones that don't discriminate.
Versioned
Every playbook edit is versioned. Compare win rates across versions of the same setup.
Fork & compose
Fork a playbook, tweak three rules, A/B test against the parent.
Review and evolve
Discipline grading
Each trade gets an A–F grade. Weekly digest highlights regressions.
Override flagging
"I took it anyway" trades are flagged for review with a mandatory note.
Cross-playbook tagging
One trade can span multiple playbooks — earnings + ORB, for example.
Team sharing
Share a playbook with teammates or mentees, read-only or collaborative.
Rule library
Browse community-submitted rules with back-tested significance scores.
Compliance view
Prop firm dashboard: discipline score per trader, per playbook, per week.
From hypothesis to habit
Draft the playbook
Write the entry criteria, invalidation rules, and management plan. Add a screenshot of the ideal setup.
Attach it to a trade
When the setup prints, tag the trade with the playbook. Every rule gets checked automatically.
Get scored
Trade closes with an A-F grade. Missed 2 rules? You see which ones and why they mattered.
Iterate
Review every playbook's expectancy. Kill the ones that don't pay. Double down on the ones that do.
TradeVision vs the alternatives
Spreadsheets and generic tools leave gaps. Here's what fills them.
Any trader with a process worth protecting
Discretionary traders
Codify the setups you already trade and enforce them in real-time.
- Rule-by-rule scoring
- Mobile checklist
- Screenshot templates
- Discipline trend chart
Rule-based systems
Your strategy is a playbook. Score every live trade against it automatically.
- Strategy → playbook import
- Backtest → live attribution
- Drift detection
- Rule pass-rate alerts
Prop firms & desks
Enforce firm-wide rules with transparent scoring and compliance reports.
- Firm-wide rule library
- Per-trader grade reports
- Rule-break alerting
- Audit-ready exports
Real results, real traders
"My A-grade trades are +0.82R. My C-grade trades are -0.31R. I stopped taking C-grades and doubled my monthly PnL."
"Forcing myself to check the playbook on my phone before entering fixed 80% of my impulsive trades."
"We run the whole desk off TradeVision playbooks. Compliance reports that used to take a day now take a click."
Specs & integrations
Everything you'd want to ask, answered upfront.
- Rules per playbook
- Unlimited
- Rule severity levels
- 3 (critical / standard / soft)
- Version history
- All edits retained
- Scoring formula
- Configurable
- Hard-stop enforcement
- Optional per playbook
- Playbook templates
- 30+ community
- Broker ticket plug-in
- Chrome / Edge
- Mobile pre-trade
- iOS + Android
- Override audit trail
- Per-trade, immutable
- Team roles
- Owner / Editor / Viewer
- Compliance export
- PDF / CSV
- API
- REST + webhooks
Questions, answered
Ready to codify your setups?
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