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Getting Started with the Playbook!
Getting Started with the Playbook!
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Written by Team
Updated over a week ago

Create a Playbook within TradeZella to set your defined rules for your trading strategy and track what works!



💡 Create Playbooks

Input a Playbook Name and write a brief description of the Playbook.

Customize this with an icon or an image, and a color.

💡 Add Playbook Rules

Create your Trading Playbook Rules to fit your own trading style and strategy.

There’s no one way to create a playbook, so get creative and feel free to include anything that you believe will improve how you’ll execute your trades!

Here’s one example of some groups of rules you could create.

💡 View all your created Playbooks in one place

This shows the number of trades that followed a particular playbook and even trades that were “missed”! This also shows the Playbook’s Expectancy, Win Rate, and Profit Factor.

💡 Log “Missed Trades”

Essentially, “missed trades” are trades that you were not able to take, but that you found actually fit your playbook perfectly.

You may log a missed trade by typing in its symbol and entering the hypothetical date and time of execution.

This will also allow you to enter the price, commission, and fees.

Our intention is not to create FOMO, but to help you log these trades in one place.

This will allow you to analyze price actions, how the price formulates, and optimize your setup rules.

💡 See In-depth Playbook Stats

Click on a Playbook to see a more in-depth set of statistics, including an Overview, Playbook Rules, Executed Trades, Missed Trades, and Notes.

💡 Review Trade Stats

Select any trade from the Playbook and check how many rules were followed in the actual trade execution.

💡 Share Playbooks and view other’s Playbooks

We’re all about building a learning community within TradeZella, which is why we’re currently building a way for you to share your Playbook with other users, view other users’ Playbooks, and, ultimately, learn from each other!

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