The Playbook is where you define, track, and optimize your trading strategies. Move beyond tagging — build structured strategy profiles with entry/exit rules, risk parameters, and performance analytics. Know exactly which setups deliver your edge and which ones cost you money.
A playbook is a named, structured strategy that you define once and tag trades against. It is the organized collection of all the trades you take following a specific set of rules. Think of it as your personal trading system library.
Navigate to the Playbook page (sidebar) and click "Create Playbook." Give it a name (e.g., "ES Breakout Momentum"), add a description, and optionally set a color for visual identification. Your playbook appears in the playbook list and is ready for trade tagging.
If you have existing tags that represent a strategy (e.g., all trades tagged "breakout"), you can create a playbook from that tag. The system automatically assigns all historical trades with that tag to the new playbook — instant strategy history.
Define what conditions must be met before entering. Price action patterns, indicator confirmations, volume requirements, time filters, and market regime conditions. Each rule is documented in natural language.
Specify your profit targets, stop loss placement, trailing stop rules, and time-based exits. Document both the 'what' and the 'why' behind each exit rule.
Define position sizing (fixed risk % or R-multiple), max daily trades for this strategy, max loss per trade/session, and any correlation filters with other playbooks.
Once your playbooks are created, tagging trades is fast and integrated into your existing workflow:
Every playbook has a dedicated performance dashboard accessible from the Playbook page. This is where the real value lives — knowing exactly which strategies work and which ones don't.
Each playbook has its own mini-dashboard showing: equity curve (trades filtered to this strategy only), P&L distribution, time-of-day heatmap, weekday performance, and instrument breakdown. The Copilot adds strategy-specific insights: "Your ES Breakout playbook has a 70% win rate in the morning but drops to 45% after 2pm."
Select any 2-5 playbooks and view a side-by-side comparison table. See win rate, total P&L, profit factor, trade count, and average RR for each. The comparison highlights the best performer in each metric in green. The Copilot adds analysis: "Your Reversal playbook is more profitable per trade, but your Breakout playbook has double the trade frequency and a higher total P&L."
As you learn what works, update your playbook rules. Each change is versioned — you can see the evolution of your strategy over time. When you edit rules, old trades remain assigned to the playbook with their original context, but new trades are evaluated against the updated rules.
If a playbook consistently underperforms (configurable threshold: e.g., negative expectancy over 20+ trades), the Copilot flags it for review. You can archive the playbook to remove it from active use while preserving its historical data. Archived playbooks can be reactivated at any time.
Qunt Edge currently supports structured review through the Playbook (Strategies) and Behavior Analysis pages. You can create deliberate practice rules and then use Copilot + Statistics to run your own drill-style reviews against historical data. A dedicated simulation/drills sandbox is on the roadmap.
Define. Track. Compare. Compound. Your edge is in the playbook.
Next: Behavioral Analysis