Create and activate your first Playbook

You can create your first Playbook manually or use AI Playbook Builder.

AI Playbook Builder creates a complete Playbook with one supported strategy. You can review it, then choose Save or Save & Activate. After saving, you can add more strategies up to your plan limits.

The steps below explain the manual creation path.

Before you start

Check that your plan has capacity for another saved Playbook and active Playbook.

Create the Playbook manually

1. Open Settings.
2. Select Create Playbook.
3. Choose the supported market or instrument.
4. Enter the Playbook's basic details.
5. Add a supported strategy.
6. Configure the strategy conditions, filters, and trade-management settings.
7. Review the validation summary.
8. Save the Playbook.

Activate the Playbook

1. Open Settings → Playbooks.
2. Find the saved Playbook.
3. Select the activation control.
4. Confirm any required settings.
5. Return to the dashboard to review its current state and future matching setups.

If activation is unavailable, common causes include:

• the active-Playbook limit has been reached;
• the maximum active-strategy limit has been reached;
• the account's trading access is paused;
• the Playbook is missing required valid configuration.

If activation remains unavailable, compare your current saved and active usage with the limits shown for your account.