Strategy Playbooks

Know which strategy actually pays.

Build playbooks for every setup you trade. SureInsight tags each trade to its playbook, then shows you the win-rate, expectancy, and R-multiple per strategy — so you stop guessing and start doubling down on what works.

Playbook Report
London Open Breakout
47 trades · last 30 days
NY Reversal
31 trades · last 30 days
Asia Range Fade
19 trades · last 30 days
01 · Define

Capture your setups once.

A playbook isn't a folder — it's a checklist of what your A+ setup looks like. Entry trigger, invalidation, profit target, risk model. Build it in two minutes, reuse it forever.

  • Define entry criteria, invalidation, and profit targets
  • Attach reference charts so the visual stays consistent
  • Pin checklists to your trade ticket so you can't enter without them
London Open Breakout
Entry trigger
5m close above Asian high
Invalidation
5m close below entry candle low
Profit target
1.5R first scale, 3R runner
Risk model
1% account per trade
02 · Auto-match

Every trade tagged automatically.

When a trade syncs in from Tradovate or MT5, SureInsight matches it to the right playbook based on instrument, time-of-day, and your entry pattern. No manual tagging.

  • AI-assisted matching reads your fill pattern and time-of-day
  • Override and re-tag with one click if it picks wrong
  • Untagged trades flagged on the dashboard so nothing slips
LONGMNQM6NY Reversal98%
SHORTEURUSDLondon Open Breakout94%
LONGXAUUSDAsia Range Fade87%
03 · Performance

Win-rate, expectancy, and R per playbook.

Stack your playbooks side-by-side. The breakout works in London. The reversal pays in NY. The Asia-session fade is leaking money. The numbers say it plainly.

  • Per-playbook win-rate, profit factor, expectancy, max drawdown
  • Filter by session, day-of-week, or instrument
  • Compare two playbooks head-to-head on the same time period
Last 30 days
London Open Breakout+0.7R
64% win-rate
NY Reversal+0.4R
58% win-rate
Asia Range Fade-0.2R
42% win-rate
04 · Iterate

Refine the edge that's paying you.

Every playbook gets a streak count, an equity curve, and a 'should I keep trading this?' verdict based on the last 50 attempts. Double down on what works. Park what doesn't.

  • Equity curve per playbook so you spot drift early
  • Auto-flag playbooks that have lost their edge
  • Archive a playbook when the regime changes — keep the data forever
London Open Breakout
Keep trading
Trades
47
Streak
+4W
PF
1.9

Stop guessing. Know your edge.

Free plan available. Playbook tagging included on every tier.