Feature Tutorials
Define, track, and refine your trading setups
Playbooks let you define your trading setups as structured rules. Each playbook captures the conditions for entry, exit, and risk management. When you tag journal trades with a playbook, the platform tracks how well you followed your own rules.
Define your setup name, market conditions, entry criteria, stop placement, and target rules. Add screenshots or chart examples to document what the ideal setup looks like. Each playbook becomes a reusable template you can assign to trades.
When reviewing trades, rate how well you followed the playbook rules. The adherence score tracks your discipline over time and correlates it with outcomes, showing whether following your rules actually improves results.
Compare playbook performance side by side: win rate, average R-multiple, profit factor, and total P&L. Identify which setups are working best and which need refinement.
Share playbooks with other traders or export them for backup. Import playbooks shared by the community to try proven setups.