Strategies and Playbooks
Turn your edge into reusable rules instead of loose notes
Strategies capture rules, checklist items, goals, and setup settings, then compare each playbook's results and discipline against the rest of the journal.
01Section
Playbook data
A strategy stores a name, description, rules, checklist, lifecycle status, risk guidance, goals, market preferences, and a public/private flag.
02Section
Analytics and discipline
The overview and detail pages calculate P&L, win rate, expectancy, drawdown, streaks, symbol and monthly breakdowns, rule violations, checklist adherence, and goal progress from linked trades.
03Section
Link existing trades
Assign existing journal trades to a playbook in bulk, then compare that setup with all other trading activity. You can duplicate a playbook to test a variant without rewriting its rules and settings.
04Section
Developer API
Use read:strategies to list playbooks, retrieve details, and load the analytics overview. Use write:strategies to create, update, duplicate, delete, or assign trades to a playbook.