Enforcing rules with the Playbook
The Playbook is where rules stop being hypothetical. A rule you promote from the Simulator becomes an active rule, and every new trade is automatically evaluated against it.
Rule statuses
- Active — trades are evaluated continuously.
- Paused — evaluation stops, history is kept.
- Retired — archived and no longer evaluated.
You can pause, resume, retire, restore, delete, recompute adherence, or open a rule back in the Simulator.
How trades are scored
Each trade is marked against a rule as:
- Respected — the rule applied and the trade complied.
- Violated — the rule applied and the trade broke it.
- Not applicable— the rule didn’t apply.
Adherence is respected ÷ (respected + violated) — not-applicable trades are ignored. This adherence feeds your Discipline Score.
List and detail
The list shows each rule’s adherence, trades evaluated, violations and simulated impact. The detail page adds an adherence timeline, a cumulative-impact chart, the saved simulation baseline and your most recent violations.
Plan
The Playbook (and Weekly Review) are part of the Pro plan.Ready to try it yourself?
Import your real trades, review them and see your Discipline Score. Start free for 7 days.
