Playbooks are reusable trading setups. They define rules for a strategy, give угоди a consistent setup label, і help Journal, Trades, Dashboard, і 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 Journal workflow. From Playbooks сторінку you can:
- Create a playbook from scratch.
- Start from a default template when your акаунт has no playbooks yet.
- Edit an existing playbook.
- Delete a playbook після confirmation.
- Перевірте how many угоди are linked to each playbook. Deleting a playbook does not delete угоди. Trades linked to deleted playbook are unlinked.
Creating A Playbook
Натисніть New Playbook і fill in form:
- Name is required. Використовуйте a clear setup name such as Opening Range Breakout, VWAP Bounce, Capitulation, or Exhaustion Gap.
- Description is optional. Використовуйте it for setup thesis, market context, or when strategy має be avoided.
- Default Setup Quality is optional. When вибраний, it can automatically set setup quality when this playbook is assigned to a угоду.
- Rules define strict conditions for setup. The Збережіть кнопку is disabled until required name is present.
Rule Categories
Each rule belongs to one of five categories:
- Setup - what має exist до угоду is valid.
- Entry - trigger or execution condition.
- Risk - stop placement, position sizing, daily loss constraints, or maximum ризик.
- Exit - target, scale-out, trailing, or invalidation behavior.
- Other - any additional context that does not fit core categories. Rules are stored with their category, so reopening a playbook має restore same category і text.
Managing Rules
The editor is designed for fast rule entry:
- Натисніть Add Rule to append another row.
- A new rule inherits previous rule’s category.
- Press Enter inside a rule to move to next rule; pressing Enter on last rule adds a new row і focuses it.
- Drag rules to reorder them.
- Blank rule text is ignored when playbook is saved.
- The editor keeps at least one rule row доступні. Використовуйте rule order to describe strategy in order you review it: setup first, then entry, ризик, exits, і exceptions.
Default Templates
Якщо you do not have any playbooks yet, Trandence показує starter templates. Current templates include:
- Capitulation - high-volume panic selling і reversal criteria.
- Daily Over Extensions & Exhaustion Gaps - extended moves, gap exhaustion, і reversal criteria. Натисніть Use This Template to save a template as your own playbook. Ви можете edit it післяwards.
How Playbooks Are Використовуйтеd
Playbooks are shared across review workflows:
- Trades can assign a playbook to a угоду so raw trading record has strategy context.
- Daily Plans can use playbooks in watchlist planning до сесію.
- Symbol Reports use playbooks to compare planned strategy, setup quality, ризик, і actual execution.
- Dashboard і analytics can group performance by playbook.
- Risk Analyzer can give more specific feedback when угоду has a playbook і execution mistakes. A useful playbook is specific enough that another угодуr could understі when setup is valid і when it is invalid.
Пов’язані статті
Потрібна Допомога?
Якщо a playbook does not appear in Trades or Journal, refresh сторінку і confirm it was saved successfully. Для допомоги designing your first rules, зверніться [email protected].