TradeVision
Refine · Step 3 of 3

Insight is nothing
without discipline.

Turn what you've learned into rules your future self can't ignore. Playbooks, checklists, and live rule-enforcement that close the loop between knowing and doing.

Enforce your edgeSee a live playbook
Rule-based guardrailsVersioned playbooksPre-trade checklists
Same trader · Two weeks apart
Without RefineWeek 18
Rule breaks
14
Win rate
38%
Avg R
0.72
Net
-$2,140
Over-sized × 5
Revenge trades × 3
No stop set
With RefineWeek 20
Rule breaks
1
Win rate
58%
Avg R
1.84
Net
+$4,820
Checklist passed × 12
A+ setups only
Blocked 3 FOMO entries
Same strategy. Refine on.
+$6,960 P&L swing
128k+
Rules enforced
Across 4,200 traders
1.9M
Trades screened
Pre-trade checklists run
+34%
Avg discipline lift
In 30 days of Refine
72%
Leaks turned into rules
Suggested & accepted
The feedback loop

Close the loop between knowing and doing.

Most traders track and analyze. Few turn findings into enforced rules. That gap is where edges die.

Track

Every trade logged with playbook, tags, notes and screenshots.

Explore Track
Analyze

Leak Lab surfaces where you bleed. Filters isolate the why.

Explore Analyze
Refine· You are here

Turn insights into rules. Playbooks, checklists, guardrails.

Compound

Future-you trades the best version of past-you, automatically.

Playbooks

Your strategies — documented, versioned, alive.

Write once, refer forever. Every playbook is linked to trades, so performance is always grounded in what you actually ran.

Suggest from leaks…
ORB · Opening Range Breakout
Auto-saved
Setup
Equity index futures · First 15m range breakout with volume confirm
Entry rules
  • Break of 15-min opening range high/low
  • Volume ≥ 1.3× 10-day avg on breakout candle
  • No major news within 5 min
Exit rules
  • Stop: opposite side of ORB ± 0.10%
  • Target 1 (50%): 1.5R
  • Runner: trail under 5-min EMA 20
Risk
  • Max 0.5% account per trade
  • 2 losers = done for the day
Linked performance
Trades
128
Win rate
62%
Avg R
1.84
Net
$8,420
Equity from this playbook
Suggested tweak

Win rate jumps to 71% when you skip this setup before 10:00. Add a time filter?

Pre-trade checklist

Force a pause. Force the right question.

Configurable checklists sit between you and the entry button. Required boxes must pass — or the trade doesn't happen.

ORB breakout · NVDA · 0.4% riskChecklist v3 · 6 items
  • A+ setup from playbookRequired
  • Risk ≤ 0.5% accountRequired
  • Stop location definedRequired
  • Not revenge tradingRequired
  • Market context aligns (no chop)
  • No red-news in next 15m
Discipline score
0%
0/6 items passed
Blocked

Required items not passed.

Rule-violation detector

Every rule break, surfaced in real time.

TradeVision compares every trade against your playbook and risk rules. Violations are flagged — with the exact cost they imposed.

Violations · Last 7 days
Live
  • 09:38TSLA
    Traded before 10:00 filter
    Medium severity
    -$240
  • 10:14NVDA
    Size exceeded 0.5% risk cap
    High severity
    -$680
  • 11:02ES
    No stop set for first 90s
    High severity
    -$520
  • 13:40AAPL
    Revenge trade after losing streak
    High severity
    -$420
  • 14:55SPY
    Setup not from playbook
    Medium severity
    -$180
Total rule-break cost
$-2,040
Toggle Refine guardrails to see the impact.
Top repeat offender
Size exceeded 0.5% risk cap
7 occurrences · -$2,140 net · mostly after losing sessions.
Leak → rule pipeline

Every finding becomes a future-proof rule.

Analyze surfaces leaks. Refine turns them into enforced rules. The system remembers — even when you forget.

Step 1
Leak detected

Losses cluster on Mondays before 10:00.

Step 2
Pattern confirmed

Win rate 32% vs overall 58%. p < 0.05.

Step 3
Rule suggested

Skip all setups before 10:00 on Mondays.

Step 4
Rule enforced

Next Monday, 3 setups auto-blocked. Save: +$620.

Everything Refine does

Six ways your future self trades better.

Versioned playbooks

Every edit is tracked. Compare v3 to v7 to see what changed — and what moved the needle.

v7 · currentToday
v5Oct 14
v3Aug 2
v1Jun 10
Pre-trade gating

Risk calc, setup check and news filter must pass before entry is armed.

Risk cap
Setup from playbook
News window clear
Entry armed
Consistency score

One daily number: did you trade like your best self today?

84
Today's score
· A+ setups: 6/6
· Rule breaks: 0
· Journal done: ✓
Rule library

Dozens of pre-built guardrails: daily loss cap, max trades, no revenge, news halt.

Daily loss capMax 5 tradesNo revengeNews haltA+ only
Session debrief

End of day ritual: what worked, what broke, one rule to try tomorrow.

+ 3 A+ setups executed
+ Zero rule breaks
! Held runner too long
Tomorrow: trail under 5m EMA
Discipline streaks

Reward the habit, not the P&L. 30-day streak of zero rule breaks = unlocks.

23day streak
Before vs. after

Willpower burns out. Systems scale.

Without Refine
  • Strategies live in your head, forgotten next week
  • Same mistake, 40 times a year
  • Leaks caught months after they cost you
  • Discipline depends on how you feel today
  • Rules are aspirations, not guardrails
With Refine
  • Versioned playbooks, linked to real P&L
  • Rule detector flags the pattern first time
  • Leak → rule → enforcement loop closes in days
  • Pre-trade checklist blocks the bad entry
  • Rules live in the software, not your willpower
Close the loop

Every refined rule → better tracked trades

Revisit Track with your new discipline layer in place.

Back to Track
Turn insight into habit

Trade like the
best version of you.

Playbooks, checklists, rule enforcement — stop trading on feelings, start trading on evidence.

Start refining freeSee the full platform

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