Create and use a Playbook setup

The Playbook stores setup and model records that describe how you categorize trade ideas. It is a reference and review tool, not an automated strategy builder.

Add a setup or model

1. Open Playbook from the sidebar.
2. Choose the create action for the record type shown in the page.
3. Enter a clear name and the available descriptive fields, such as rules or context.
4. Save the record.
5. When editing a trade, associate the relevant setup or model if that control is available.

Use the record to group and review trades later. Changing Playbook text does not modify trade executions or run a backtest. To simulate manual orders on historical candles, see Backtesting.