Trandence

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

  • Create a playbook from scratch.
  • Start from a default template when your account has no playbooks yet.
  • Edit an existing playbook.
  • Delete a playbook after confirmation.
  • Review how many trades are linked to each playbook. Deleting a playbook does not delete trades. Trades linked to the deleted playbook are unlinked.

Creating A Playbook

Click New Playbook and fill in the 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 the setup thesis, market context, or when the strategy should be avoided.
  • Default Setup Quality is optional. When selected, it can automatically set the setup quality when this playbook is assigned to a trade.
  • Rules define the strict conditions for the setup. The Save button is disabled until the required name is present.

Rule Categories

Each rule belongs to one of five categories:

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

Managing Rules

The editor is designed for fast rule entry:

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

Default Templates

If you do not have any playbooks yet, Trandence shows starter templates. Current templates include:

  • Capitulation - high-volume panic selling and reversal criteria.
  • Daily Over Extensions & Exhaustion Gaps - extended moves, gap exhaustion, and reversal criteria. Click Use This Template to save a template as your own playbook. You can edit it afterwards.

How Playbooks Are Used

Playbooks are shared across review workflows:

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

Need Help?

If a playbook does not appear in Trades or Journal, refresh the page and confirm it was saved successfully. For help designing your first rules, contact [email protected].