Strategy Lab is where your playbooks live: the rules you trade, the checklists you run before entry, and the versions those rules move through. Every trade you link records which version you traded, so a setup builds a history instead of drifting.
Playbooks with teeth
Rules, pre-trade checklists, and versioning — a playbook is a contract with yourself, not a note.
Evidence per setup
Link the trades you took to the playbook they came from, so a setup builds a record instead of living on memory.
Sage keeps you honest
Sage checks reviewed trades against the playbook they claimed, and flags the drift.
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
Run the checklist before you click
Each playbook carries a pre-trade checklist. Working through it is the difference between taking your setup and taking something that resembles it.
- 03
Link the trades you took
Attach trades to the playbook they came from, so a setup accumulates a record instead of living on your memory of how it usually goes.
Rules and checklist
The contract you make with yourself
Rules describe the setup in plain language. The checklist turns them into something you tick before entry, which is where a documented process stops being decoration.
Versioning
Refine the rules without losing what you changed
Playbooks are versioned. Editing the rules 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 actually taken under.
- Each version snapshotted with its own rules
- Reviews and new trade links attach to the active version
- Every linked trade records the version it was taken under
Plan availability
Free, Pro and Ultimate
Available on every plan, including the free tier. Free includes three playbooks and Pro five; Ultimate is effectively unlimited.
Compare plansCommon questions
A documented setup: what you trade, the rules that qualify it, and a checklist you run before entry. Trades link to it, so the setup builds a record instead of living on memory.