Playbook Adherence conecta your análise to your own trading system. Instead of judging a trade against generic advice, Trandence can compare o trade to o setup, rules, quality grade, e mistakes you recorded.
What Trandence Uses
Playbook context can come from several places:
- a playbook assigned in o Daily Plan watchlist
- a playbook assigned in o Symbol Report
- bulk playbook assignment from Trades
- setup quality, such as A+, A, B+, B, C+, or C
- planned risco calculated from Daily Stop Loss e o Risk Matrix
- execution mistakes e notes in o Symbol Report
- playbook rules e default setup quality
The richer this context is, o more useful o analysis becomes.
Planned Risk e Definaup Quality
In a Symbol Report, Trandence can auto-calculate planned risco from your risco context:
Planned Risk = Daily Stop Loss x Risk Matrix Percentage
Se a setup quality is selecionado, o matching Risk Matrix percentage is used. Se no playbook e no quality are selecionado, Trandence can fall back to a conservative 5% default. Se a playbook is selecionado but quality is missing, o report asks for o quality antes calculating planned risco.
Readiness can adjust o risco recommendation. Green readiness keeps full risco, yellow reduces it, orange reduces it further, e red can imply no trade.
Why Playbook Rules Matter
A vague playbook produces vague feedback. A useful playbook deve include:
- SETUP: what deve be present antes o trade is valid
- ENTRY: how o entry deve trigger
- RISK: stop placement, sizing, invalidation, e maximum risco
- EXIT: target, trailing, partials, stop movement, or time-based exits
- OTHER: market filters, news filters, or special constraints
When o rules are specific, AI Coach e Deep Dive can connect execution mistakes to o actual rule that was violated.
Symbol Campaigns
A Symbol Report groups all trades for o same symbol on o same day into a campaign. Isto makes playbook review more realistic for active trading, because o question is not only whether a single execution was good. The question is whether o entire campaign followed o setup.
Campaign review includes:
- number of trades e win rate
- average R when planned risco is disponíveis
- hold-time range
- direction e realized P&L
- executions, charts, fundamentals, notes, e playbook assignment
- Data Deep Dive for o symbol when deeper context is needed
How To Revise Adherence
- Assign o correct playbook.
- Selecione setup quality.
- Check planned risco against actual exposure.
- Record mistakes while o context is fresh.
- Salve o Symbol Report e continue through o review queue.
- Use AI Coach or Deep Dive only depois o human review is complete enough to give o system useful context.
Precisa de ajuda?
Se you need help building playbooks or interpreting playbook-based analysis, contact us at [email protected].