Trading playbook

Turn your best setups into a real operating system.

Trevixe keeps playbook rules, setup context, checklists, notes, and trade outcomes in one place so your strategy is not scattered across docs, screenshots, and spreadsheets.

Setup rules
Pre-trade checklists
Trade links
Team-ready playbooks

Rules become reviewable

A playbook should not be a static document. It should show whether the trader actually followed the rule when money was at risk.

Built for execution

Trevixe connects the plan before the trade with the evidence after the trade, making each setup easier to improve.

Share standards with a team

Mentors can turn repeated lessons into shared playbooks without asking every trader to copy a Notion page.

Common questions

What is a trading playbook?

A trading playbook is a set of defined setups, entry rules, invalidation points, risk rules, screenshots, and review criteria that make a strategy repeatable.

What should a trading playbook include?

It should include setup context, entry trigger, stop and target logic, risk limit, checklist, example screenshots, and rules for reviewing whether the setup was followed.

Why connect a playbook to a trading journal?

Connecting the playbook to trades shows whether rules were followed in live decisions and which setups deserve more practice, edits, or removal.

Trevixe as a system

This is not a standalone article — it is a doorway into the trader workspace.

Open the Trevixe overview to see the full product: trading journal, trader diary, playbooks, analytics, AI reviews, and team workflows. If it fits, create an account and start free.