Playbook Entity
The playbook is the strategy entity in Cortiq.
What A Playbook Contains
Section titled “What A Playbook Contains”A playbook typically defines:
- market conditions the setup requires
- entry conditions and filters
- invalidation logic
- stop and target guidance
- trade-management expectations
- priority relative to other linked playbooks
Playbook Sections Explained
Section titled “Playbook Sections Explained”Market Bias
Section titled “Market Bias”This is the strategy hint.
Use it to tell Cortiq whether the playbook is fundamentally a trend-following, mean-reversion, breakout, range, or similar style setup.
Primary Timeframe
Section titled “Primary Timeframe”This is the main analysis timeframe.
It tells the AI where the broader market structure for the setup should be judged.
Entry Timeframe
Section titled “Entry Timeframe”This is the trigger timeframe.
It tells the AI where the actual execution signal should appear after the setup becomes valid.
Setup Conditions
Section titled “Setup Conditions”This section explains what the market must look like before the setup is considered real.
Use it for structure, alignment, volatility character, trend state, or regime conditions.
Entry Conditions
Section titled “Entry Conditions”This section explains what must happen before the AI is allowed to act.
Use it for confirmation, timing, candle behavior, or specific trigger logic.
Risk Rules
Section titled “Risk Rules”This section explains how the trade should be boxed.
Use it for stop placement, take-profit logic, reward-to-risk thresholds, or sizing boundaries.
Trade Management Rules
Section titled “Trade Management Rules”This section explains what should happen after entry.
Use it for trailing, partials, break-even logic, or what should happen as the trade progresses.
Invalidation Conditions
Section titled “Invalidation Conditions”This section explains when the setup should be abandoned.
Use it to tell the AI exactly what makes the playbook no longer trustworthy.
Preferred Symbols And Preferred Sessions
Section titled “Preferred Symbols And Preferred Sessions”These fields help the user express where the playbook belongs.
They are useful when a setup works better on certain markets or during certain trading windows.
Best Practice For Each Section
Section titled “Best Practice For Each Section”- Keep setup conditions broader than entry conditions.
- Keep entry conditions more precise than setup conditions.
- Keep risk and management rules separate.
- Always define invalidation if the setup can lose its logic.
- Use preferred symbols and sessions as fit guidance, not as a substitute for the actual setup logic.
Why It Matters
Section titled “Why It Matters”Playbooks keep the AI inside a structured trading framework.
That means Cortiq is not just asking an AI model to improvise trades from raw chart data.
What A Good Playbook Looks Like
Section titled “What A Good Playbook Looks Like”Good playbooks are:
- narrow enough to be clear
- specific enough to be testable in journals and reviews
- explicit about when not to trade
- explicit about what to do after entry
What A Playbook Should Not Be
Section titled “What A Playbook Should Not Be”A playbook should not be:
- a catch-all idea list
- a macro-news summary
- a one-off active thesis for one current setup
Those belong in other entities such as trade ideas or sentiment reports.
What It Uses
Section titled “What It Uses”Playbooks work most effectively with: