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Getting Started with the Playbook!
Getting Started with the Playbook!

Create, customize, log missed trades, and track your trading strategies with Playbooks in TradeZella.

Team avatar
Written by Team
Updated over 3 months ago

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

🚀 Create Playbooks

  • Input a Playbook Name and write a brief description.

  • Customize it with an icon or an image, and a color.

💡 Add Playbook Rules

  • Create Trading Playbook Rules tailored to your trading style and strategy.

There’s no one-size-fits-all approach, so feel free to include anything that enhances your trading execution!

Here’s an example of some rule groups you could create.‍


Check this helpful article for detailed instructions on adding Playbooks criterias, and rules: What is a Group / Criteria and Rules in the Playbook.

🤝 View All Your Playbooks in One Place

  • Track the number of trades that followed a specific playbook, along with trades that were “missed.”

  • View key metrics like Expectancy, Win Rate, and Profit Factor for each Playbook.

🐐 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.

Check this helpful article for detailed instructions on how to Log Missed Trades: How to Log Missed Trades.

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 is formulated, and optimize your setup rules.

📈 See In-depth Playbook Stats

  • Click on a Playbook for a detailed overview, including Playbook Rules, Executed Trades, Missed Trades, and Notes.

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⭐ Review Trade Stats

  • Select any trade from the Playbook to check how many rules were followed during the execution.

🔗 Share Playbooks and View Others’ Playbooks

We’re building a learning community within TradeZella, enabling you to share your Playbook with others, view other users’ Playbooks, and learn from each other!

Check this helpful article for detailed instructions on how to share Playbooks: How to share Playbooks.

🎓 Join Discord

Join our growing community by sharing your Playbooks and learning from others. We’re creating a space where traders can exchange strategies and grow together.

Check out some of our community Playbooks to get started:

Finally, don’t forget to join our Discord server! It’s a great place to share strategies, ask questions, and connect with other traders. Here’s your invite link: https://discord.gg/QM3sVaNknd


Whether you’re just getting started or refining your strategy, TradeZella's Playbook feature is your go-to tool. Dive in, experiment, and see what works best for you. We can’t wait to see what you create!

Need further assistance? Contact our support team at support@tradezella.com

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