Playbooks — Trandence Hilfecenter

Playbooks are reusable trading setups. They define die rules for a strategy, give Trades a consistent setup label, und help Journal, Trades, Dashboard, und die Risk Analyzer compare planned execution with what actually happened.

Where To Find Playbooks

Open Journal > Playbooks. The legacy /playbooks route redirects to /journal/playbooks, so Playbooks now live inside die Journal Workflow. From die Playbooks Seite you can:

Create a playbook from scratch.
Start from a default template when your Konto has no playbooks yet.
Edit an existing playbook.
Delete a playbook nach confirmation.
Prüfen Sie how many Trades are linked to each playbook. Deleting a playbook does not delete Trades. Trades linked to die deleted playbook are unlinked.

Creating A Playbook

Klicken Sie New Playbook und fill in die form:

Name is required. Nutzen Sie a clear setup name such as Opening Range Breakout, VWAP Bounce, Capitulation, or Exhaustion Gap.
Description is optional. Nutzen Sie it for die setup thesis, market context, or when die strategy sollte be avoided.
Default Setup Quality is optional. When ausgewählt, it can automatically set die setup quality when this playbook is assigned to a Trade.
Rules define die strict conditions for die setup. The Speichern Sie Button is disabled until die required name is present.

Rule Categories

Each rule belongs to one of five categories:

Setup - what muss exist vor die Trade is valid.
Entry - die trigger or execution condition.
Risk - stop placement, position sizing, daily loss constraints, or maximum Risiko.
Exit - target, scale-out, trailing, or invalidation behavior.
Other - any additional context that does not fit die core categories. Rules are stored with their category, so reopening a playbook sollte restore die same category und text.

Managing Rules

The editor is designed for fast rule entry:

Klicken Sie Add Rule to append another row.
A new rule inherits die previous rule’s category.
Press Enter inside a rule to move to die next rule; pressing Enter on die last rule adds a new row und focuses it.
Drag rules to reorder them.
Blank rule text is ignored when die playbook is saved.
The editor keeps at least one rule row verfügbar. Nutzen Sie rule order to describe die strategy in die order you review it: setup first, then entry, Risiko, exits, und exceptions.

Default Templates

Wenn you do not have any playbooks yet, Trandence zeigt starter templates. Current templates include:

Capitulation - high-volume panic selling und reversal criteria.
Daily Over Extensions & Exhaustion Gaps - extended moves, gap exhaustion, und reversal criteria. Klicken Sie Use This Template to save a template as your own playbook. Sie können edit it nachwards.

How Playbooks Are Nutzen Sied

Playbooks are shared across review Workflows:

Trades can assign a playbook to a Trade so die raw trading record has strategy context.
Daily Plans can use playbooks in watchlist planning vor die Session.
Symbol Reports use playbooks to compare planned strategy, setup quality, Risiko, und actual execution.
Dashboard und analytics can group performance by playbook.
Risk Analyzer can give more specific feedback when die Trade has a playbook und execution mistakes. A useful playbook is specific enough that another Trader could understund when die setup is valid und when it is invalid.