Playbooks — Trandence Centro de Ayuda

Playbooks are reusable trading setups. They define el rules for a strategy, give trades a consistent setup label, y help Journal, Trades, Dashboard, y el 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 el Journal workflow. From el Playbooks página you can:

Create a playbook from scratch.
Start from a default template when your cuenta has no playbooks yet.
Edit an existing playbook.
Delete a playbook después confirmation.
Revise how many trades are linked to each playbook. Deleting a playbook does not delete trades. Trades linked to el deleted playbook are unlinked.

Creating A Playbook

Haga clic en New Playbook y fill in el form:

Name is required. Use a clear* setup name such as Opening Range Breakout, VWAP Bounce, Capitulation, or Exhaustion Gap.
Description is optional. Use it for el setup thesis, market context, or when el strategy debe be avoided.
Default Setup Quality is optional. When seleccionado, it can automatically set el setup quality when this playbook is assigned to a trade.
Rules define el strict conditions for el setup. The Guarde botón is disabled until el required name is present.

Rule Categories

Each rule belongs to one of five categories:

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

Managing Rules

The editor is designed for fast rule entry:

Haga clic en Add Rule to append another row.
A new rule inherits el previous rule’s category.
Press Enter inside a rule to move to el next rule; pressing Enter on el last rule adds a new row y focuses it.
Drag rules to reorder them.
Blank rule text is ignored when el playbook is saved.
The editor keeps at least one rule row disponibles. Use rule order to describe el strategy in el order you review it: setup first, then entry, riesgo, exits, y exceptions.

Default Templates

Si you do not have any playbooks yet, Trandence muestra starter templates. Current templates include:

Capitulation - high-volume panic selling y reversal criteria.
Daily Over Extensions & Exhaustion Gaps - extended moves, gap exhaustion, y reversal criteria. Haga clic en Use This Template to save a template as your own playbook. Puede edit it despuéswards.

How Playbooks Are Used

Playbooks are shared across review workflows:

Trades can assign a playbook to a trade so el raw trading record has strategy context.
Daily Plans can use playbooks in watchlist planning antes el sesión.
Symbol Reports use playbooks to compare planned strategy, setup quality, riesgo, y actual execution.
Dashboard y analytics can group performance by playbook.
Risk Analyzer can give more specific feedback when el trade has a playbook y execution mistakes. A useful playbook is specific enough that another trader could understy when el setup is valid y when it is invalid.