Creating Playbooks

SI

Written by SureInsight Team

Updated April 2026

A Playbook is a documented trading setup — your rules for entering and exiting a specific type of trade.

What to Include

  • Setup name (e.g. "Break & Retest", "Opening Range Breakout")
  • Entry conditions — what must be true before you enter
  • Exit conditions — take profit, stop loss, time-based exit
  • Risk rules — max position size, max risk per trade
  • Screenshots of ideal setups

Tag your trades with playbook names, then see which setups perform best in your Insights page.

Prefer to watch? Here's the video walkthrough

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