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Documentation Index

Fetch the complete documentation index at: https://docs.tradealign.app/llms.txt

Use this file to discover all available pages before exploring further.

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Step 1: Open the playbooks section

  1. Click the Playbooks icon in the left-hand menu
  2. Click + New Playbook (or Create Playbook)
This opens the playbook builder.

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Step 2: Name your playbook

Give your playbook a clear, descriptive name that reflects the setup it represents. Good examples:
  • “Opening Range Breakout”
  • “VWAP Reclaim Long”
  • “Failed Breakdown Short”
Avoid generic names like “Strategy 1” — clarity helps during journaling and review.

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Step 3: Define entry criteria

Describe the conditions that must be present for this setup to be valid. Be specific. Consider including:
  • Market structure requirements (trend, range, breakout)
  • Key levels (support/resistance, VWAP, moving averages)
  • Time-of-day filters (session, opening range, etc.)
  • Confirmation signals
The more specific your entry criteria, the easier it becomes to evaluate whether you followed them.

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Step 4: Define risk rules

The Risk Framework captures your strategy’s count-based trade limits — the structural rules that define how many trades you take and how many losses you accept before stopping.
RuleDescription
Maximum losing trades per dayHow many losses before you walk away? (e.g., 2)
Maximum trades per dayTotal trade cap for one session (e.g., 4)
Both fields are required before saving your playbook.
Dollar-based risk parameters — risk per trade, position size, daily loss limit, and daily profit target — are set daily in your Game Plan. These values change based on your account state, so they belong in your daily session setup rather than your playbook.
When you select a playbook in the Game Plan, your max losing trades per day value automatically populates the “Max losses today” field, keeping your daily commitment in sync with your strategy rules.

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Step 5: Create execution rules

This is the most important step. Execution rules are the yes/no checklist that determines your TradeAlign Score. Each rule must be binary — it was either followed or it wasn’t. Examples:
  • “Entered only after confirmation candle closed”
  • “Stop loss placed at defined invalidation level”
  • “Position size within defined risk parameters”
  • “Did not add to a losing position”
  • “Exited at target or stop — no discretionary exits”
A rule that cannot be answered yes or no is not an execution rule. Rewrite it until it’s binary.

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Step 6: Save your playbook

Once all fields are complete, save the playbook. It will now appear in the playbook selector during trade journaling.

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Best practices

3 to 5 execution rules is a strong starting point. You can always add more as you refine your process.
Write rules that reflect how you should trade, not how you want to describe it.
Playbooks aren’t permanent. Refine them as your understanding deepens.
Don’t combine multiple strategies into a single playbook. Each playbook should represent one repeatable edge.
Your playbook is now ready. When journaling a trade, assign this playbook to evaluate your execution against these rules.