Define your setup with playbooks
A playbook is a setup with defined criteria you can grade. Not a chart pattern. A repeatable process you check on every trade.
What is a trading playbook?
A trading playbook is a documented setup with specific entry criteria, context requirements, and a checklist you run during review.
It turns intuition into a process. Once it reaches the sample threshold set on your trading plan, Edge Discovery grades the playbook.
Built for repeatability
Everything a setup needs
Document criteria, attach chart examples, link strategies, and grade the setup once enough tagged trades accumulate. Each playbook is a repeatable process, not a chart pattern.
📊 High Relative Volume (RVOL)
Stocks trading well above average volume, a leading signal for major moves across all setup types.
🔢 Order Flow
Reading the DOM, footprint charts, absorption, icebergs, and delta for futures trade confirmation.
📉 Gap and Fade
Low float stock gaps up 50–100%+ on weak or no catalyst. Short the fade for an all-day selloff.
💰 Earnings Play
Trade stocks around earnings releases, beats, misses, guidance, and EPS estimate revisions.
Multiple playbooks
Run RVOL, gap fades, order flow, and earnings setups side by side. Switch playbooks and every criterion, example, and grade follows the active setup.
Table of Contents
From the H2 headings in your playbook
- H2What This Playbook Is About
- H2What We Are Looking For
- H2The Setup at and After the Open
- H2Green Light vs. Red Light
- H2Pre-Trade Checklist
- H2Common Mistakes on the Gap and Fade
Jump by heading
The table of contents builds itself from the headings in your playbook, so you can jump to criteria, checklists, or examples in one click.
Playbook Criteria
- Float is under 20 million shares
- Stock is gapping up 50% or more pre-market
- Catalyst is weak, vague, or nonexistent, does not justify the gap size
- Short interest checked, no extreme squeeze risk
- Pre-market high formed early and has not been taken out since
- Pre-market volume is thinning or tapering into the open
Playbook criteria
Define the checklist you run on every trade. Reorder criteria, add new ones, and keep the setup explicit enough to grade during review.
Chart Examples
MRNO · Jan 28, 2026
Gapped up 116%, sellers took control at open, broke support, faded all day to -37%.
XHLD · Jan 29, 2026
Price breaks below $4.00 support with massive volume, fails to reclaim, trends lower all day.
Chart examples
Attach annotated charts from real trades. Each example stores the ticker, date, thesis, and tags so you know exactly what a valid setup looks like.
Linked Strategies
9️⃣ 9 EMA Bounce
Price pulls back to 9 EMA on intraday chart. Enter bounce with trend confirmation.
🚩 Flag Pattern
Consolidation after a strong move. Enter breakout of the flag with volume confirmation.
Linked strategies
Connect entry, management, and exit strategies to the playbook. The setup defines what to look for; strategies define how you execute it.
How can I help?
Coach on this playbook, review tagged trades, or draft updates into the editor.
Message your AI coach...
AI Coach
Ask about playbook performance, tighten criteria wording, or request edits. The coach writes straight into your playbook sections from the same panel.
Turn intuition into a repeatable process.
The writing surface
Document the setup
Criteria, context, and examples in the same Notion-style editor used across Everedge. Tables, callouts, checklists, and links to strategies and chart books.
The same premium editor behind your plans and write-ups, tuned for repeatable setups.
Select to format, or hand it to AI
Tighten criteria wording, fix grammar, or expand a section without leaving your playbook.
The gap and go works best when volume confirms the break above premarket highs.
Every playbook connects
Link strategies, chart books, and trading plans. Change a criterion here and audit it everywhere.
📊 Playbook
8 linked docs
Embed any document
Slash-insert a live link to a strategy, chart book, or trade write-up right inside your playbook.
Connect AI to your playbooks
Use MCP to draft and update playbooks from Claude or Cursor, without leaving your workflow.
A playbook you actually want to maintain.