Strategies and versioned playbooks

A strategy here is three things: a thesis (why this should work), a list of rules (what has to be true to take it), and a version note (what changed since last time). Writing them down is what makes a rule-break a fact rather than an argument with yourself.

Writing rules that are worth having

A useful rule is one you can be caught breaking. Prefer things that were either true or not at the moment you entered:

• Good — "No entries in the first five minutes after the open."
• Good — "Risk no more than 1% of account capital per trade."
• Weak — "Only take high-quality setups." Nothing can violate this, so nothing will.

Versioning as the strategy changes

Strategies drift. When you change one, update its rules and write a version note saying what changed and why. This matters more than it sounds: without it, six months of results get evaluated against rules that only existed for the last two, and a strategy can look inconsistent when what really happened is that it became a different strategy.

Tagging trades

Tag every trade with the strategy you believed you were trading. Untagged trades pool into an uncategorised bucket, which is the least useful group in the app — it is the one place where a good setup and a moment of boredom look identical.

Once trades are tagged, you can compare setups against each other rather than judging your account as one blend. That comparison is usually the fastest thing a journal ever tells you: most traders find that one strategy is carrying the account and another is quietly funding it.

How many you can keep

The Free tier keeps one saved strategy; Pro is unlimited. Trades already tagged with a strategy are unaffected by the limit — it governs how many playbook entries you can store, not your history.