Overview

These docs cover your trading history and strategy memory — the journal where every fill lands, how to annotate and organize trades, and playbooks with Historical Intelligence.

What's covered

Journal

• Overview — every trade in Trades

• Trade detail — notes, tags, properties, fills, snapshots

• Trade studies — measure a group of your fills

• Pinned collections — save a trade set to revisit

Playbooks

• Overview — what a playbook is and why you'd use one

• Collect playbook data — Session Map and collection sessions

• Data explorer — audit trades from a collection run

• Tags and R-levels — playbook vocabulary

• Historical Intelligence — likelihoods from your playbook history

Research on market setups (definitions, studies, pins) lives under Definitions and Conductor — see Research overview.

Common questions

Where are all my trades? → Overview

What is a playbook? A named strategy book for grouping trades, reports, and intelligence. → Overview

How do I log example trades for a strategy? → Collect playbook data

How do I test a setup with historical data (not my fills)? → Research overview