Strategy Playbooks

A strategy is the difference between trading and gambling. Tradris treats strategies as first-class objects -- not labels you slap on a trade after the fact, but structured playbooks that define how you enter, manage, and exit positions before you risk a single rupee.

This guide covers how to create strategies, use them during trades, and track their performance over time.

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1. What Is a Strategy in Tradris?

A strategy in Tradris is a named, reusable trading approach with defined rules. It consists of three core parts:

Example: "Breakout Pullback"

Description: Buy pullbacks to breakout levels on above-average volume

Entry Playbook:

Exit Playbook:

Risk/Reward Ratio: 1:2

• Entry playbook -- the conditions that must be true before you take a trade
• Exit playbook -- the rules for taking profit and stopping out
• Risk-reward ratio -- the minimum reward you demand for the risk you accept
• Priority levels -- each rule is tagged as HIGH, MEDIUM, or LOW priority

Every trade you log in Tradris can be linked to a strategy. This connection is what makes performance tracking possible. Without it, your journal is a list of outcomes. With it, your journal becomes a dataset you can query: which approach actually makes you money, and which one just feels like it does?

Strategies Are Not Labels

A common mistake is creating strategies that are too vague ("Momentum", "Swing Trade"). A good Tradris strategy is specific enough that another trader could follow it:

Bad: "Momentum" — What momentum? Based on what? When do you exit?

Good: "Breakout Pullback - NSE Large Cap" — Entry: Price breaks 20-day high, pulls back to breakout level, volume > 1.5x 20-day average. Exit: Stop at breakout level, target at next resistance (min 1:2 R).

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2. Creating a Strategy

Navigate to Portfolio > Strategies tab to manage your strategies.

Strategy Form Fields

Playbook Items

Each playbook item has:

• Text -- The actual rule or condition
• Priority -- How critical this rule is
  • HIGH -- Must be met for the trade to qualify
  • MEDIUM -- Should be met but exceptions are acceptable
  • LOW -- Nice to have, adds confidence but not required

You can add as many items as needed to each playbook. Drag to reorder by importance.

AI-Assisted Strategy Creation

When creating a strategy, you can describe your approach in plain language and TradrisAI will parse it into structured entry/exit playbook items. Describe something like:

"I buy pullbacks to breakout levels on large-cap NSE stocks when volume is above average. Stop loss at the breakout level, target at next resistance. Minimum 1:2 risk-reward."

TradrisAI will generate the structured playbook from your description, which you can then edit and refine.

Global Strategies

Tradris also offers global expert strategies -- proven approaches created by experienced traders that you can browse, learn from, and copy to your personal collection. These serve as starting templates that you customize to your style.

When you click "Use This Strategy" on a global strategy, it creates a personal copy in your collection that you can edit and customize to your style.

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3. Using Strategies in Trades

At Trade Setup

When you create a trade (Setup stage), you select which strategy applies. This links the trade to the strategy and unlocks:

Trade Setup — RELIANCE LONG

Entry Checklist (auto-populated from strategy playbook):

The entry playbook from your strategy automatically appears as a checklist during trade entry. This is the accountability layer -- you can see whether you followed your own rules or deviated.

During the Trade

As the trade progresses through Entry, Exit, and Review stages, the strategy link persists. Your journal entries and discipline scoring are all tracked against this specific strategy.

Strategy Adherence and Discipline

When you follow your strategy's playbook, you score well on the Framework Adherence pillar of discipline scoring. When you deviate -- entering without conditions met, or exiting outside your rules -- the score reflects it.

This is not punishment. It is data. Over time, you can see whether your deviations help or hurt your performance.

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4. Strategy Performance Tracking

Once you have trades linked to strategies, Tradris calculates performance metrics per strategy:

Key Metrics Per Strategy

TradrisAI Integration

The Most Profitable Strategy insight in TradrisAI uses this data directly. It groups your closed trades by strategy, calculates average R-multiple, and surfaces which strategy is your strongest performer -- with enough data to be meaningful.

TradrisAI Insight (Green — Positive Signal): "Your 'Mean Reversion' strategy has the highest average R-multiple at +2.1R across 8 trades. Consider allocating more capital to this approach."

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5. Best Practices

Start Small

Begin with 2-3 strategies that you actually trade. A library of 20 strategies you never use adds noise, not signal. You can always add more as your trading evolves.

Name Specifically

Include enough detail that you know exactly what the strategy does:

Write Actionable Playbooks

Each playbook item should be a checkable condition, not a vague idea:

Review Monthly

Set a monthly rhythm to review strategy performance:

1. Which strategies are profitable (avg R > 0)?
2. Which strategies have the best discipline scores?
3. Are you trading strategies with poor records out of habit?
4. Is there a strategy you should retire based on data?

Retire with Data, Not Feelings

A strategy that feels exciting but has a negative average R over 15+ trades is not working. A strategy that feels boring but consistently produces +1.5R is your edge. Trust the numbers, not the narrative.

Decision Framework:

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Next: TradrisAI Insights -- How Tradris turns your strategy and trade data into actionable behavioral intelligence.