Views on playbooks
A view on a playbook works on every trade filed under it, live and backtest. It is listed as a report under Your custom reports, beside the built-in playbook reports, and each playbook you open gets its own answer.
What it works on
The view is handed the playbook's closed trades and the playbook itself: its name, description and trade count. Each trade carries its symbol, side, prices, times, R, P&L, the account or session it came from, and the notes, tags and custom fields you gave it.
It can also read the market's bars for the symbols those trades are on, and a definition's events on those markets.
A playbook hands a view a set of trades, the same as a journal day, a backtest session and an account do. A view you build here is offered under Your views on those pages too.
Ideas worth building
Each of these is a description to type after Create custom report.
Which symbols this playbook works best on, with expectancy and trade count for each.Tells you where to take the setup and where to leave it.Expectancy and win rate by session, London against New York.Finds the session the setup belongs to.The trades where I broke one of this playbook's rules, and what they cost in R.Puts a number on discipline.My backtest trades against my live trades on this playbook, side by side.Shows whether the live results match the practice.My streaks on this playbook, and what happens after a loss.Tells you whether to stop after two losers.Hold time against R: do my quick exits cost me?For setups you cut early.
Adding one
Open Trading → Playbooks and open a playbook.
Open Reports and click Create custom report.
Describe the view, press Build and choose Build it with me.
Add a view covers the rest.