Playbooks — Trandence Centro Assistenza

Playbooks are reusable trading setups. They define il rules for a strategy, give trades a consistent setup label, e help Journal, Trades, Dashboard, e il 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 il Journal workflow. From il Playbooks pagina 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 dopo confirmation.
Rivedi how many trades are linked to each playbook. Deleting a playbook does not delete trades. Trades linked to il deleted playbook are unlinked.

Creating A Playbook

Fai clic su New Playbook e fill in il form:

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

Rule Categories

Each rule belongs to one of five categories:

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

Managing Rules

The editor is designed for fast rule entry:

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

Default Templates

Se you do not have any playbooks yet, Trandence mostra starter templates. Current templates include:

Capitulation - high-volume panic selling e reversal criteria.
Daily Over Extensions & Exhaustion Gaps - extended moves, gap exhaustion, e reversal criteria. Fai clic su Use This Template to save a template as your own playbook. Puoi edit it dopowards.

How Playbooks Are Usad

Playbooks are shared across review workflows:

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