Trading Playbook Template

Core sections every playbook should include

• Setup definition with qualifying conditions and invalidation rules
• Risk model covering max risk per trade and max daily loss limits
• Execution checklist for entries, management, and exits
• No-trade conditions that protect you from low-quality setups
• Post-trade review rubric tied to journal tags and metrics

Trading playbook template workflow

1. Pick one strategy and define exactly when it is valid.
2. Write position sizing and stop-loss logic in plain language.
3. Add a pre-trade checklist with 5 to 7 binary checks.
4. Define one review metric for quality and one for outcome.
5. Review weekly and only change rules after a meaningful sample size.

Related guides and tools