Playbooks — Trandence Centre d'Aide

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

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

Creating A Playbook

Cliquez sur New Playbook et fill in le form:

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

Rule Categories

Each rule belongs to one of five categories:

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

Managing Rules

The editor is designed for fast rule entry:

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

Default Templates

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

Capitulation - high-volume panic selling et reversal criteria.
Daily Over Extensions & Exhaustion Gaps - extended moves, gap exhaustion, et reversal criteria. Cliquez sur Use This Template to save a template as your own playbook. Vous pouvez edit it aprèswards.

How Playbooks Are Utilisezd

Playbooks are shared across review workflows:

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