The playbook

The Playbook tab is where your trading lives outside of any single trade. Each strategy holds a name, a line on when it applies, and four lists.

• Rules: the lines you do not cross. Reviews check every trade against these, which is where the adherence number comes from.
• Entry checklist: what must be true before you click.
• Exit checklist: how the trade is managed once it is on.
• Routines: the scaffolding around the session, pre-market to review.

Why write it down

A strategy that lives in your head renegotiates itself mid-trade. Written down, it becomes something a trade can be measured against, and the dashboard can tell you which rule costs you the most.

Everything is editable, and up to twenty strategies fit. Start with one: the setup you trade most, its three hardest rules.