Most traders do not have a strategy problem — they have a definition problem. The setup lives in a video, a note, or a memory, and every trade gets the same label whether it followed the plan or not. Tradeways keeps the playbook beside the record.
Start with one setup, one account, and the rules you already know you break.
Opening range pullbackNQ · ES · session 09:30 → 11:00
rev · v4last edit · 3d ago
Thesis
Opening drive overshoots, traps late entries, reclaims VWAP with a clean pullback.
Invalidation
Drive < 0.5 ATR
Pullback never tags VWAP
New session high before 09:35
Rules
Confirmation after 09:35
Stop below morning low
No entry below 1R reward
Quality grade ≥ B
Risk
Stop0.6 ATR
Size1R per attempt
Max attempts2 per session
rule followed+1.4R · 38
rule broken−0.8R · 46
From label to playbook
A name on a sticky note. A playbook on the bench.
The same setup can be a vague label in your head or a written page on the workbench. One can be drifted into anything. The other can be measured.
Loose labelmemory · chat · video
Pullback?
kinda the one Marco showed Tuesday
…or was it Thursday?
No thesis
No invalidation
No measurable rule
No revision history
Lives in a video, a memory, a chat. Nothing to break, nothing to follow.
becomes
Tradeways playbookPlaybook · v4
ThesisOvershoot, trap, reclaim VWAP
InvalidationNo VWAP tag · drive < 0.5 ATR
EntryReject at VWAP, confirm 09:35
Risk0.6 ATR · 1R
Rules3 auto · 1 manual
Revisionv4 · 3 days ago
84 trades scored
+1.4R when followed
−0.8R when broken
6 reference charts
11 refinement notes
Ready for mentor & Oscar
bolted to every claiming trade
Thesis, invalidation, risk, rules — bolted to every trade that claims the setup.
Anatomy of a playbook
One page. Every part of the idea fastened to the bench.
Open a strategy and the full standard is ready to be judged against — not scattered across videos, notes, and memory. Hover or tap a part of the page to see what lives on it.
Opening range pullbackNQ · ES · session 09:30 → 11:00
rev · v4
Thesis
Overshoot, trap late entries, reclaim VWAP cleanly.
Invalidation
Drive < 0.5 ATR
No VWAP tag
High before 09:35
Entry
Reject VWAP after 09:35. Confirm with 1-min close.
Risk
Stop0.6 ATR
Size1R
Max attempts2 / session
Rules
Confirm 09:35
Stop below low
Quality grade ≥ B
Screenshots
Notes
v4: added 09:35 confirmation. v3 was bleeding pre-open.
Revision
v1first sketch
v3tightened stop
v4added confirmation
Define the standard
Before the trade has a name, give it a standard.
A strategy should not be a loose label applied after the fact. It should state what must be present, what invalidates the idea, how risk is handled, and which decisions are allowed once the trade is live.
SHEET 01
Playbook pages that stay close to execution
Keep setup notes, thesis, screenshots, refinements, and review standards on the strategy itself. The plan sits inside the same workspace as the trades, instead of living in a separate document nobody opens during review.
SHEET 02
Rules attached to the trades that claim the setup
Use strategy rules to check whether each trade actually matched the playbook. Some checks can be evaluated from trade data, and qualitative rules can be marked manually when the decision needs human judgment.
SHEET 03
Flexible enough for every market you trade
A pullback, breakout, mean-reversion setup, swing thesis, or options idea should not be forced into the same rigid template. Tradeways keeps the structure reusable across accounts, instruments, and sessions while letting the details stay specific.
Live evidence
Same setup. Followed and broken. Two different lessons.
Tradeways keeps the result, the rule check, and the setup quality separate enough to review honestly. So an unrelated win does not become proof your discipline is fine.
01
Assign strategies without leaving review
Attach one or more strategies to a trade, update assignments from the trade log, and keep the strategy column available for filtering. The playbook becomes part of the record, not admin work after the session.
02
Inspect rule compliance directly on the trade
When a trade is linked to a strategy, review which rules passed, failed, or still need a manual check. This makes discipline measurable without pretending every good decision wins immediately.
03
Compare the live edge across accounts and periods
Review performance, timing, mistakes, and consistency by strategy. See which playbooks deserve more focus, which ones only work under narrow conditions, and which labels are hiding forced trades.
Strategy ledger
84 tradesopening range pullback · v4
first tradeR-multiplemost recent
Rule followed38 · +1.4R avg
Rule broken46 · −0.8R avg
Why it matters
The strategy page gives every later review a spine.
Once the playbook is in the record, every dashboard, trade review, mentor comment, and Oscar conversation can start from the same question: did this trade follow the plan, and did the plan still deserve capital?
Stop setup drift before it becomes invisible
When a strategy changes slowly, traders often keep the old label and never notice the execution has become a different trade. A written playbook makes drift easier to spot.
Separate edge from discipline
A rule-breaking winner and a rule-following loser should not produce the same lesson. Tradeways keeps result, rule adherence, and setup quality separate enough to review honestly.
Make the record searchable by intent
Filter the trade log by strategy, compare performance across setups, and review the exact trades that belong to a playbook instead of rereading months of notes.
Give Oscar and mentors the missing context
Outside feedback gets sharper when the reviewer can see the plan, not only the result. Oscar can also use strategy context when analyzing discipline, repeated mistakes, and rule adherence.
Where it pays off
Use strategies when a setup is close enough to matter but too fuzzy to trust.
The strategy system is built for real trading work: tests, live accounts, mentor reviews, and the slow process of turning a repeatable idea into a process you can actually follow.
One playbookPlaybook · v2
Pullback v2live84
Breakoutpaused0
Reversalpaused0
Validate one setup before adding another
If every new idea gets traded before the last one is proven, the record never becomes clear. Track one strategy long enough to see whether the edge is real or whether execution is doing all the damage.
Mentor reviewPlaybook · v4
MK
Marcomentor · read-only
Trades 12 + 19 both broke the confirmation rule. Pause the setup for a week, then re-test.
tied to playbook · v4
Prepare a mentor review with evidence
A mentor can review the exact trades tied to a playbook, see which rules were broken, and challenge the decision process without guessing from a cropped chart.
Mutation caughtPlaybook · v5
v2clean pullbackorigin
v3late entries okdrift
v4extension chasingmutation
Catch the moment a strategy mutates
When a clean pullback strategy slowly turns into chasing extension, the label may stay the same. The rules and trade history make the mutation visible.
Build your first playbook
Stop labelling. Start judging trades against a standard.
Write one playbook. Attach it to the trades that claim it. Let the next review answer one question instead of ten: did this trade follow the plan, and does the plan still deserve capital?
Start with one setup, one account, and the rule you already know you break.
Playbook · v4
ready to attach
Opening range pullbackNQ · ES · session 09:30 → 11:00