Playbooks
A playbook is a reusable definition of a setup you trade — its rules, its checklist, and how you expect it to behave. Linking trades to playbooks turns "I think this setup works" into measured performance you can see in Reports.
What a playbook holds
| Field | Purpose |
|---|---|
| Name | What you call the setup (e.g. "Morning gap fill") |
| Description | A short summary of the idea and when it applies |
| Default setup tag | The setup tag automatically suggested when you link a trade |
| Rules | The conditions that must be true for a valid entry (stored as the playbook's checklist) |
| Notes | Extra context or invalidation criteria, editable in the playbook form |
| Status | active for setups you currently trade, or archived |
Creating a playbook
On the Playbooks tab, give the playbook a name, an optional default setup tag and description, add the Rules that define a valid entry, and choose Add playbook. You can edit or archive a playbook at any time as your approach evolves.
Linking trades to a playbook
When you review a trade, select its playbook in the review dialog. That trade now counts toward the playbook's performance, and you can also record whether you followed your plan on that trade (the "Followed my plan?" toggle).
This connects intent to outcome:
- Each playbook you link trades to accumulates its own performance — see the By playbook breakdown on the Reports tab for win rate, net P&L, and average R per playbook.
- Track an overall Rule followed rate (the share of reviewed trades where you marked that you followed your plan), shown alongside win rate and review coverage in the score panel.
Start with one or two playbooks for the setups you trade most. A tight checklist — three to five must-be-true conditions — is more useful than a long wish list, because it gives you a clear yes/no at entry.
Playbooks describe your discipline; the Journal measures your results. Reviewing the two together — did I follow the playbook, and did it pay — is where the biggest improvements come from.