ChartnautDOCS

concept

Overview

A Playbook is a named strategy in Chartnaut — one setup you trade repeatedly, such as "London open breakout" or "NY ORB fade."

Playbooks group sessions, trades, tags, and Historical Intelligence so review improves over time instead of scattering across anonymous backtests.

What a playbook holds

  • Trade Book — trades linked to this strategy

  • Sessions — practice and collection runs

  • Tags and R-levels — vocabulary for how exits and outcomes are labeled

  • Reports — rollups across linked trades

  • Historical Intelligence — pattern likelihoods once enough data exists per instrument

  • Session Map — instrument × quarter grid for deliberate data collection

Open playbooks from Playbooks in the sidebar (under Trading).

Create a playbook

  1. Playbooks → Create

  2. Name the strategy clearly (not "Main" or "Everything")

  3. Add a short description if offered

  4. Manage Playbook — Overview, Trade Book, Tags, Reports, Session Map, and related tabs

One playbook per distinct idea. Merge or archive when setups converge.

Two ways to use a playbook

General practice — attach backtest sessions to the book when you want trades organized under that strategy.

Collecting data — log deliberate example trades via Session Map and Collecting Data sessions so Historical Intelligence can train on your executions. See Collect playbook data.

Use general practice to learn execution. Use collection when you are building training examples for Historical Intelligence.

Why playbooks matter

Trades without organization still journal in Trades. Playbooks add strategy context:

  • Filter review to one edge

  • Train Historical Intelligence on your executions

  • Compare quarters and instruments inside one book

Playbook vs plain backtest

Plain backtest

Playbook

Goal

Practice markets

Organize a strategy

Where

Backtest

Playbooks

Intelligence

No book-level training

Historical Intelligence per instrument

Collection

Optional

Session Map + Collecting Data

You can skip playbooks early — follow Your first hour with backtest only.

Important distinctions

Playbook data collection (trades for your book) ≠ Definitions → Collect (events for research studies).

Collecting Data on the session card means playbook logging — not research datasets.

Next

  1. Collect playbook data — Session Map workflow

  2. Data explorer — audit a collection session

  3. Tags and R-levels — label outcomes consistently

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