Playbooks — Trandence Central de Ajuda

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

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

Creating A Playbook

Clique em New Playbook e fill in o 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 o setup thesis, market context, or when o strategy deve be avoided.
Default Setup Quality is optional. When selecionado, it can automatically set o setup quality when this playbook is assigned to a trade.
Rules define o strict conditions for o setup. The Salve botão is disabled until o required name is present.

Rule Categories

Each rule belongs to one of five categories:

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

Managing Rules

The editor is designed for fast rule entry:

Clique em Add Rule to append another row.
A new rule inherits o previous rule’s category.
Press Enter inside a rule to move to o next rule; pressing Enter on o last rule adds a new row e focuses it.
Drag rules to reorder them.
Blank rule text is ignored when o playbook is saved.
The editor keeps at least one rule row disponíveis. Use rule order to describe o strategy in o order you review it: setup first, then entry, risco, 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. Clique em Use This Template to save a template as your own playbook. Você pode edit it depoiswards.

How Playbooks Are Used

Playbooks are shared across review workflows:

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