A playbook is the written version of a strategy: where you trade it, when you enter, when you exit and how much you risk. Seferu keeps one per strategy and shows how often you actually follow it.
#Write a playbook
- Go to Journal → Playbook
- Pick a strategy and click Write playbook (or Edit playbook)
- Fill in:
- Markets: like WIN, WDO
- Timeframe
- Entry rules, Exit rules and Risk rules: one rule per line
- Checklist: short yes/no items, like "Waited for the retest"
- Examples: use Add screenshot to keep charts of textbook trades
- Click Save
#Follow the plan
For each strategy, the playbook shows:
- The % of trades that followed the checklist
- Most missed: the checklist item you skip the most
- Following the plan vs Off the plan: how results compare when you follow it and when you don't
These numbers cover checked trades from the last 90 days.
#Check a trade
Today the checklist of a trade is answered by chat. After a trade, tell Seferu Intelligence in the app or by message what you did, like "on the last trade I waited for the retest but didn't respect the stop", and it records the checklist for that trade.
The Followed the plan field in the trade form is separate: it marks whether entry, stop and size matched your rules.
#Ask about your playbook
Seferu Intelligence reads your playbook. Ask "which rule of my opening range playbook do I break the most?" or "update my risk rules: max 2 contracts before 10am".