Playbook and Checklist

Write the rules of each strategy, keep a checklist and see how often you follow the plan.

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

  1. Go to Journal → Playbook
  2. Pick a strategy and click Write playbook (or Edit playbook)
  3. 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
  4. 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".

Not another trading tool. The foundation for everything around your trading.