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Playbooks

Turn one setup into a clean, reviewable record of rules, trades, and outcomes.

March 12, 20264 min read

Playbooks grid in Morpheus — one card per setup, with trade count and performance at a glance.

A week after a trade closes, every win starts to feel like "the plan working" and every loss starts to feel like "bad luck." A playbook stops the rewrite.

It is one saved setup: the entry rules, grading criteria, trades, snapshots, notes, and outcomes that belong to that setup alone.

Most journals collapse everything into one long trade log. Chartnaut separates the pile, so you can see whether the strategy works instead of guessing from blended account P&L.

How it works

Create a playbook, write the entry criteria in plain language, and file trades to it from live trading, demo, sim, or replay. Each trade keeps its tags, notes, R-multiple, and snapshots. If a replay session proves the setup, you can promote the session into a playbook instead of rebuilding it by hand.

Manage Playbook — entry criteria, trade book, overview stats, and reports for one setup.

Replay a setup inside the playbook — same terminal, bar-by-bar, with trades filing to the playbook.

What becomes possible

  • Review one setup without noise from the rest of your trading
  • See whether the rules are improving, decaying, or never worked
  • Feed analytics and Historical Intelligence with clean, scoped data
  • Move from "I think this is my edge" to "this is the record"

Where it fits

Playbooks are the foundation. Snapshots show what each trade looked like. Backtests add more reps. The trade library lets you search across everything. Analytics and Historical Intelligence only become useful when the playbook data is clean.

Start here

Pick the setup you already trade most. Create one playbook for it. File the next ten trades, even the ugly ones. Once the record exists, the rest of Chartnaut has something real to work with.

Try Playbooks in the terminal

Start a free trial and file your first trades — replay, research, and analytics included.

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