Playbooks
This is the entity reference for playbooks. By the end you’ll know what a playbook contains, how each section behaves at runtime, and what separates a clean playbook from a vague one.
What this is
Section titled “What this is”The playbook is the strategy layer in Cortiq. It encodes the rules the AI must follow on every cycle — setup, entry, invalidation, risk, and management — in a structured document the AI can apply consistently and you can review later.
Playbooks live under Playbooks → My Playbooks. A single playbook can drive multiple sessions; a single session can stack multiple playbooks at different priorities.
How it fits into Cortiq
Section titled “How it fits into Cortiq”Playbooks pair with data packages: the playbook says what to look for; the data package says what to look at. Both are referenced by sessions. For the design guide, read Playbook design guide.
How to use it
Section titled “How to use it”A playbook is read top-to-bottom on every cycle. Each section contributes to a different phase:
- Market bias, primary/entry timeframes — set the reasoning frame.
- Setup conditions — gate whether to evaluate at all.
- Entry conditions — gate whether to act.
- Risk rules — frame the trade.
- Trade-management rules — drive post-entry behavior.
- Invalidation conditions — let the AI walk away.
Keep setup conditions broader than entry conditions. Keep risk rules separate from management rules. Always define invalidation if the setup can lose its logic.
Reference
Section titled “Reference”Playbook sections
Section titled “Playbook sections”| Section | Job |
|---|---|
| Market bias | Strategy hint: trend, mean reversion, breakout, range, news-driven. |
| Primary timeframe | Where broader structure is judged. |
| Entry timeframe | Where the trigger appears. |
| Setup conditions | What the market must look like before the setup is real. |
| Entry conditions | What must happen before the AI is allowed to act. |
| Risk rules | Stop placement, take-profit logic, reward-to-risk thresholds, sizing boundaries. |
| Trade-management rules | Trailing, partials, break-even, hold-or-reduce. |
| Invalidation conditions | When the setup is no longer trustworthy. |
| Preferred symbols and sessions | Where the playbook fits best — guidance, not gating. |
What a playbook should not be
Section titled “What a playbook should not be”A playbook is not a catch-all idea list, a macro-news summary, or a one-off active thesis. Those belong in trade ideas or sentiment reports.
What to read next
Section titled “What to read next”- Playbook design guide — the section-by-section authoring guide.
- Data packages — the natural pair to a playbook.
- Trade ideas — for opportunities that shouldn’t become playbooks.