Playbooks

Playbooks turn your best setups into repeatable, testable strategies. Define entry rules, exit rules, and risk parameters—then track how well you follow them.

What is a Playbook?

A playbook is a structured definition of a trading setup. It includes:

• Entry criteria – When you're allowed to enter
• Exit rules – When to take profit or cut losses
• Risk parameters – Position size, stop loss, take profit
• Session and timeframe – When this setup applies

Creating a Playbook

1. Go to Strategy → Playbooks
2. Click Add Playbook
3. Enter a name (e.g., "Breakout - 9:30 AM")
4. Add entry and exit rules in the description
5. Save

Linking Trades to Playbooks

When logging a trade:

1. Open Add Trade or edit an existing trade
2. Select the Playbook that matches this setup
3. The trade is now linked for performance tracking

Playbook Performance

The Strategy Dashboard shows:

• Win rate by playbook
• Profit factor by playbook
• Total P&L by playbook
• Trade count per playbook

Use this to identify which setups actually make money and which to retire.

Pre-Trade Checklist

Before entering a trade, run through your checklist:

1. Go to Tools → Pre-Trade Checklist
2. Create custom checklist items (e.g., "Setup matches playbook", "Risk defined")
3. Mark each item before entering
4. Review adherence in your trade journal

Best Practices

• One playbook per setup – Don't mix different strategies
• Be specific – Vague rules are hard to enforce
• Review monthly – Retire underperforming playbooks
• Link every trade – Unlinked trades don't contribute to playbook stats