Trandence

Playbook Adherence connects your analysis to your own trading system. Instead of judging a trade against generic advice, Trandence can compare the trade to the setup, rules, quality grade, and mistakes you recorded.

What Trandence Uses

Playbook context can come from several places:

  • a playbook assigned in the Daily Plan watchlist
  • a playbook assigned in the Symbol Report
  • bulk playbook assignment from Trades
  • setup quality, such as A+, A, B+, B, C+, or C
  • planned risk calculated from Daily Stop Loss and the Risk Matrix
  • execution mistakes and notes in the Symbol Report
  • playbook rules and default setup quality

The richer this context is, the more useful the analysis becomes.

Planned Risk and Setup Quality

In a Symbol Report, Trandence can auto-calculate planned risk from your risk context:

Planned Risk = Daily Stop Loss x Risk Matrix Percentage

If a setup quality is selected, the matching Risk Matrix percentage is used. If no playbook and no quality are selected, Trandence can fall back to a conservative 5% default. If a playbook is selected but quality is missing, the report asks for the quality before calculating planned risk.

Readiness can adjust the risk recommendation. Green readiness keeps full risk, yellow reduces it, orange reduces it further, and red can imply no trade.

Why Playbook Rules Matter

A vague playbook produces vague feedback. A useful playbook should include:

  • SETUP: what must be present before the trade is valid
  • ENTRY: how the entry should trigger
  • RISK: stop placement, sizing, invalidation, and maximum risk
  • EXIT: target, trailing, partials, stop movement, or time-based exits
  • OTHER: market filters, news filters, or special constraints

When the rules are specific, AI Coach and Deep Dive can connect execution mistakes to the actual rule that was violated.

Symbol Campaigns

A Symbol Report groups all trades for the same symbol on the same day into a campaign. This makes playbook review more realistic for active trading, because the question is not only whether a single execution was good. The question is whether the entire campaign followed the setup.

Campaign review includes:

  • number of trades and win rate
  • average R when planned risk is available
  • hold-time range
  • direction and realized P&L
  • executions, charts, fundamentals, notes, and playbook assignment
  • Data Deep Dive for the symbol when deeper context is needed

How To Review Adherence

  1. Assign the correct playbook.
  2. Select setup quality.
  3. Check planned risk against actual exposure.
  4. Record mistakes while the context is fresh.
  5. Save the Symbol Report and continue through the review queue.
  6. Use AI Coach or Deep Dive only after the human review is complete enough to give the system useful context.

Need Help?

If you need help building playbooks or interpreting playbook-based analysis, contact us at [email protected].