Skip to main content
Playbooks are the backbone of structured trading in TradeAlign. They define what you trade, how you trade it, and what rules must be followed for a trade to be considered aligned.

​
What is a playbook?

A playbook is a predefined trading strategy that includes:
  • Entry criteria — the conditions that must be met before entering a trade
  • Risk rules — how stop losses, position sizes, and targets are defined
  • Execution checklist — the specific rules evaluated in your TradeAlign Score
Think of a playbook as your trading rulebook for a specific setup. Each playbook represents a repeatable edge.

​
Why playbooks matter

Without a defined playbook, there is no way to objectively evaluate execution. You can’t measure discipline if the rules aren’t written down.

Clarity

Know exactly what qualifies as a valid trade.

Consistency

Execute the same way every time.

Measurability

Your TradeAlign Score is calculated against your playbook rules.

Accountability

Deviations become visible and trackable.

​
How playbooks connect to journaling

When you journal a trade, you assign it to a playbook. This tells TradeAlign which execution rules to evaluate. The TradeAlign Score is then calculated by comparing your actual execution against the rules defined in that playbook.
No playbook assignment = no score.

​
Managing your playbooks

You can create, edit, and manage playbooks from the Playbooks section in the left-hand menu. Each playbook can be:
  • Edited at any time
  • Assigned to multiple trades
  • Reviewed for performance over time
Start with one or two playbooks that represent your most-traded setups. You can always add more as your strategy evolves.

Next: Create a playbook

Follow the step-by-step guide to build your first playbook.