Decisioning & Playbook¶

Finvee's decisioning system is the core of what makes it different from a generic portfolio tracker. It treats every trade as a structured decision with a pre-trade rationale, an execution record, and a post-trade audit — closing the loop between intent and outcome.

This section covers the full decisioning cluster: the Playbook, Trade Intent flow, and Decision Audit framework.

Overview¶

The decisioning system is built around one principle: outcomes alone don't tell you if your process is good. A profitable trade can be the result of a bad decision. A losing trade can reflect excellent process. Finvee tracks both separately.

The system has three main phases:

The Playbook¶

A Playbook is your personalised systematic strategy framework. It defines:

• Entry conditions — what market context, sector alignment, and asset quality you require
• Exit rules — planned horizon, stop-loss logic, and profit targets
• Position sizing — how you scale into positions relative to your wallet and risk tolerance
• Risk parameters — maximum drawdown tolerance, concentration limits, and position count

Playbooks are not algo strategies — they are documented rules that you execute manually. Finvee uses them to evaluate whether your actual trades stayed within your own framework.

Creating a Playbook¶

Navigate to Playbook → Build to create a new playbook. You will define your rules step by step and can update them over time as your approach evolves.

Trade Intent (Pre-Trade)¶

Before entering any position, log a Trade Intent. This is a structured pre-trade record that captures:

• Thesis — your written rationale for the trade
• Setup tag — how you classify the entry (breakout, pullback, trend continuation, etc.)
• Planned horizon — your expected hold period
• Stop level — where you plan to exit if the trade goes against you
• Position size — your planned sizing and the playbook it belongs to

Logging intent before execution is the most important habit Finvee encourages. Without it, post-trade scoring cannot meaningfully evaluate your process.

Decision Audit (Post-Trade)¶

When a position closes, Finvee automatically generates a Decision Audit. It scores the closed trade across three dimensions:

The combined score produces a variance label:

• Aligned Positive — good process, good outcome
• Aligned Negative Variance — good process, poor outcome (variance / bad luck)
• Misaligned Lucky — poor process, good outcome (lucky)
• Misaligned Negative — poor process, poor outcome

Over time, your variance label distribution reveals whether your edge is real or whether results are driven by luck.

PTQI — Pre-Trade Quality Index¶

Open positions are scored in real time against your playbook and the current market state. This score — the PTQI — helps you prioritise attention when you have multiple open positions: which ones are still aligned, which ones have deteriorated in context.

Navigate to Playbook → PTQI Ranking to see your live position scores.

For the full technical breakdown of how PTQI is computed — including the four-tier formula, hard gate caps, and action layer — see the dedicated indicator page:

PTQI — full detail →

Analytics¶

The Playbook → Analytics view gives you the forensic view of your historical decisions:

• Score trends over time across alignment, execution, and discipline
• Variance label distribution across your full trading history
• Trade-level breakdown with full audit detail

More detailed guides¶

Coming soon:

• Configuring your first Playbook (step-by-step)
• Understanding your Decision Audit scores in depth
• Using PTQI to manage an active book
• Reading the Analytics forensic table

Indicators behind the system¶

The decisioning pipeline is powered by a set of dedicated quantitative indicators. For the full technical detail on each one:

• Breakout Ratio — the Stan Weinstein breakout readiness score
• PTQI — Pre-Trade Quality Index — the composite trade quality score