Overview
TradeZella’s Reports: Playbook section helps you assess how your trading strategies (playbooks) contribute to your overall performance. By breaking down results by playbook, you can identify which approaches drive success, where adjustments are needed, and how to allocate your focus and capital more effectively.
This report gives you clarity on which setups deliver consistent results — and which may be holding you back.
Where to Access this
You can access the Reports: Playbook section from the TradeZella dashboard by navigating to the Reports menu and selecting Playbook. This opens the Playbook report page.
Available Tabs
Playbook: View and compare performance across your different playbooks (trading strategies).
What You’ll See in Each Tab
1. Performance Summary
A snapshot showing:
Best & Worst Performing Playbooks – The strategies with the highest and lowest net P&L.
Most Active Playbooks – The strategies you’ve used most often.
Highest Win Rate Playbooks – The playbooks with the best win %.
These insights help you quickly spot which trading strategies contribute most to your success or need refinement.
2. Customizable Charts
Interactive charts let you visualize performance across playbooks. Plot up to three metrics side-by-side — for example, Net P&L, Avg Drawdown, Trade Count — and choose bar or line charts based on your preference.
These charts help you see how your strategies align with goals like profitability, consistency, and risk control.
Metrics you can plot include:
Time Analysis: Average trading days duration, Avg hold time, Longest trade duration, Max trading days duration
Profitability: Avg daily net P&L, Avg daily win/loss, Avg loss, Avg net trade P&L, Avg trade win/loss, Avg win, Net P&L, Profit factor, Trade expectancy
Risk & Drawdown: Avg daily net drawdown, Avg planned R-Multiple, Avg realized R-Multiple, Breakeven days / trades, Max daily net drawdown
Trading Activity & Volume: Avg daily volume, Daily net drawdown, Logged days, Net account balance, Open trades, Trade count, Longs / Shorts: # of trades, # of winning / losing / breakeven / open trades
Streaks & Consistency: Avg daily win %, Longs win %, Shorts win %, Max consecutive winning / losing days, Max consecutive wins / losses
Miscellaneous: Largest net loss / profit
💡 Tip: Use these charts to spot which strategies deliver not only profits but also consistency and risk control.
3. Summary Table
A detailed table listing performance metrics for each playbook. The rows represent your playbooks, while the columns include:
Risk, Profitability & Consistency
Average Hold Time, Average Loss, Average Net Trade P&L, Average Planned / Realized R-Multiple, Average / Daily / Max Daily Net Drawdown, Max Net Drawdown, Largest Net Loss / Profit, Net Account Balance, Max Trading Days Duration, Longest Trade Duration, Net P&L, Average Net Trade / Daily Net P&L, Average Win, Trade Expectancy, Profit Factor, Average Win/Loss, Average Daily Win/Loss, Win %, Average Daily Win %
Activity, Volume & Position Breakdown
Trade Count, Average / Average Daily Volume, Open Trades, Logged Days, Breakeven Trades / Days, Longs / Shorts # of Trades, # of Winning / Losing / Breakeven / Open Trades, Win %
Streaks
Max Consecutive Winning / Losing Days, Max Consecutive Wins / Losses
💡 Tip: Sort by any column header to identify your best and worst performing playbooks at a glance.
4. Cross Analysis
Cross Analysis lets you apply a secondary filter to break down performance within each playbook even further.
Cross-filters include:
Account / Tag / Symbol: Bottom 10 symbols, Top 10 symbols, Entry price, Exit price, Instrument
Day & Time: Day of week, Month, Trade duration
Entry Time By: Entry time by 5 minutes, 15 minutes, 30 minutes, or hour
Exit Time By: Exit time by 5 minutes, 15 minutes, 30 minutes, or hour
Risk & Size: Position size, R-Multiple
💡 Tip: Example: Compare playbook performance across different symbols or trading hours to uncover hidden patterns.
Example Use Cases 🌟
✅ Identifying Top-Performing Playbooks
A trader spots that one playbook accounts for most of their profits and decides to focus more on that strategy.
✅ Spotting Inconsistent Playbooks
They notice that one playbook delivers good profit factor but low win %, and review setups for improvement.
✅ Cross-Analyzing Playbook by Symbol
Using Cross Analysis, they find certain playbooks perform best on specific symbols and adjust their approach accordingly.
✅ Comparing Playbooks Across Timeframes
They use Cross Analysis to see which playbooks work best at different times of day or trade durations, helping optimize timing.
Final Thoughts
The Playbook Report helps you focus on the trading strategies that drive your success. Combine Customizable Charts and Cross Analysis for deeper insights and use this data to strengthen your trading plan.
Happy analyzing — here’s to trading smarter with TradeZella! 🚀
If you have any questions or need assistance, feel free to reach out to our support team — we’re here to help!