Creating a playbook
1
Click "Create Playbook"
The blue button in the top-right of the Playbooks section.
2
Fill in the basics
Name (required), Description (optional), Category (Breakout, Trend Following, Mean Reversion, Scalping, Swing, Custom), Status (Draft/Active).
3
Define your checklists
Pre-trade checklist: conditions before entry. Post-trade checklist: what to review after closing. Each item can be required or optional.
4
Save and start linking trades
CryptoWise will track how each playbook performs independently.
Playbook analytics
Win Rate & P&L
Percentage of winning trades and total P&L per playbook.
Profit Factor
Total gross profit / total gross loss. Above 1.5 = solid edge.
Conformity Score
How well your actual trades match the playbook's defined rules.
Theory vs Practice
ProSide-by-side comparison of rules vs actual execution.
Rolling stats (7d, 30d, 90d)
ProTrack performance evolution over three time windows.
Top Playbook of the Month
ProAutomatically highlights your best-performing playbook.
Start with 2-3 playbooks maximum. Pick your best setups, define them precisely, and trade them for at least 30 trades before judging their edge.