Playbook

The Playbook is where you define the setups you actually trade, with clear rules instead of a loose label on the trade.

What makes up a setup

• Name and Expected R: the return in R when the setup works.
• Preferred direction: long, short, or both.
• Trigger: what must happen for you to enter.
• Invalidation: what kills the thesis, before or after entry.
• An optional entry checklist to record with each trade.
• Up to 8 example images of the ideal pattern, on the Trader and Premium plans. On Free, the setup keeps just the rules.

How a setup is written

Write the trigger and the invalidation as observable conditions, not a discretionary summary of what you "felt" in the moment. That objectivity is what later lets you compare the actual trade against the rule.

From small sample to positive expectancy

Every new setup starts as Building sample. It moves to Expectancy positive after 40 or more trades with expectancy above zero — the sample decides, not your opinion of the setup. Each setup accumulates its own statistics as you tag trades with it: number of trades, win rate, and R.

Setup, custom field, tag, or mistake?

Easy to mix up the four, but each serves a different purpose:

• Setup: the process — rules, checklist, examples. It's what you mark on the trade and what the Debrief's setup scoreboard evaluates.
• Custom field (in Settings > Journal): a free attribute you created yourself, like a confluence or a market condition. No rules — just one more data point to filter and cross-reference later.
• Tag and mistake: free labels, with no rules and no statistics beyond the count.

Use setups to describe how you trade, custom fields for what you noticed, and tags/mistakes for quick labeling.