Rules
Strategy Lab
Turn trading hunches into documented, repeatable setups.
Strategy Lab ranks every playbook by what it actually contributed: round trips, hit rate, profit factor, average return and net P&L, with an equity line and a verdict for each. Behind every row sit the rules you trade, the checklist you run before entry and the versions those rules move through, so a setup builds a history instead of drifting.
Strategy Lab / Product viewPlay to explore
01
A ledger, not a list
Every playbook ranked by net P&L, with round trips, hit rate, profit factor and an equity line beside it.
02
Verdicts that wait for evidence
Compounding, Working, Marginal or Retire — and Not enough until a playbook has 30 round trips behind it. You can change the threshold.
03
Playbooks with teeth
Rules, pre-trade checklists and versioning — a playbook is a contract with yourself, not a note.
Turning a hunch into a setup
- 01
Write the rules down
A playbook states what you trade and the conditions that qualify it. Written down, a setup can be checked — in your head, it drifts.
- 02
Link the trades you took
Attach trades to the playbook they came from. Each round trip belongs to exactly one playbook, decided by the trade that opened it, so nothing is counted twice.
- 03
Let the ledger rule
Once a playbook has 30 round trips, the ledger gives it a verdict from its profit factor. Below that it says Not enough, rather than guessing.
The ledger
Every playbook ranked by what it contributed
The ledger puts your playbooks side by side on realised results: round trips, hit rate, profit factor, average return and net P&L, with an equity line for each. Sort by any column, filter by status, or search playbooks and tags. Trades that belong to no playbook are counted too, with a link to sort them.
- Compounding, Working, Marginal or Retire, from each playbook's profit factor
- Not enough until a playbook reaches 30 round trips — a convention for when the ledger speaks, not proof of an edge
- Each round trip belongs to one playbook, decided by its opening trade
Behind every row
Rules, a checklist and the versions in between
Open a playbook and its rules, pre-trade checklist and version history are there with its numbers. Editing the rules or the checklist snapshots the old version and starts a new one, and every trade you link records the version in force when you took it — so you can tighten a setup without losing track of which rules a given trade was taken under.
- Rules in plain language, and a checklist you tick before entry
- New trade links and reviews use the active version; earlier records keep theirs
- Run a playbook review with Sage from the same row
Plan availability
Free, Pro and Ultimate
Available on every plan, including Free. Free includes three playbooks; Pro and Ultimate are unlimited.
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