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Strategy playbooks

Turn every setup into a playbook.

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.

See the playbook
  • v4Latest revision on the bench
  • 84 tradesScored against the rule
  • +1.4RWhen the rule was followed
  • −0.8RWhen the rule was broken
Playbook · v4
in use · 84 trades
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.

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
84 trades claim this+1.4R · followed
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.

  1. 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.

  2. 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.

  3. 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
rev · v4
  • Thesis written
  • Invalidation set
  • Entry trigger
  • Risk · 0.6 ATR
  • 3 rules · 1 manual
  • 6 reference charts
followed+1.4R · 38
broken−0.8R · 46
bolt to the next tradeopen the bench