Setups, rules, and the playbook
Define setups once, reuse them per trade; flag rule violations as they happen.
The playbook is where your trading system lives in the app. Setups (the patterns you trade) and rules (the constraints you trade them under) live here. Trades tag against both.
Setups
A setup is a named pattern you trade repeatedly — e.g. "Sweep + displacement", "Opening drive failure", "Failed breakdown". Define it once in Playbook; tag every relevant trade with it. The dashboard auto-segments performance by setup, which is what turns the journal from a list into a feedback loop.
Checklists
Each setup can carry an optional pre-trade checklist (HTF orderflow bullish, sweep present, displacement closed, FVG identified, etc.). When the Pre-trade checklist toggle is on in settings, the entry modal shows the checklist for the selected setup as a collapsible block — tap through it before committing the trade.
Rules
Rules are the constraints your system imposes. "Max 3 trades per day", "No trades in the 9:25-9:40 NY AM window", "Stop > 12 pts in pre-NY-cash regime". Define them in Playbook → Rules with a short label and an optional description.
Flagging violations
On trade entry, the modal surfaces any rule that's plausibly relevant given the current time / count / context (entry assistance). You can tick a rule as broken right there. After the fact, the trade detail shows a "rules broken" badge and feeds the AI Coach so the post-trade review can address it.
broke_rule:max_daily_loss automatically based on conditions) is on the post-v1 backlog. Build manual usage first, automate the rules that turn out to actually matter.