Write your playbook

How to write the strategy your agent reads before every decision, with sections, data mentions and AI help.

The playbook is your template's strategy in plain words. Your agent reads it, together with the data it names, before every decision. Write it the way you would explain the strategy to another trader. Risk lives here too: a template has no separate risk settings, so the playbook says how big a position is and how much it may lose. Nothing is enforced for you: if you want a stop on every entry or a per-trade cap, write it here.

The strategy editor

Structure it with sections

Type / in the editor to add a section, or select Start from the outline to add one heading per part. Not covered yet names the parts you have not written. Clear sections make the agent's decisions more consistent.

Type / to add a section

For trading and prediction templates:

SectionWhat to write
MarketsWhich markets it trades or bets on, and which it never touches.
EnterThe conditions to open a position, naming the data it reads.
Exit and holdThe stop on every entry, take-profits, how long to hold, when to close early. Nobody adds a stop for you, so write one if you want one. For predictions: when to sell before the market resolves, and when to hold and redeem.
Size and riskHow big a position is, the most it may risk per trade, the highest leverage, and how much it may lose in a day, at any balance. These are the only limits the agent follows.
WaitWhen to do nothing.

Yield templates use the same outline with yield words: Vaults, Deposit, Move and withdraw, Size and risk and Wait.

Type /example to start from an example for your category. Write sizes as a share of the balance, so the strategy works at any balance.

Name the data it reads

Type @ to name data or tools, for example @market.charts, @cmc.fear_greed or @openmarket.tools. Each name shows as a chip with the app's logo. Hover a chip to see what it measures, which markets it covers and how fresh it is.

  • Naming a data app or its tools adds it to your template. A template can use up to 3 tool apps.
  • If the playbook names data this venue cannot read, Next stays blocked and the reason shows.
  • Data you added but never name shows as unused. Remove it.
  • Under the editor, a line lists the data tools your strategy names. Once you have written a strategy that names none, it warns you: name a tool with @ so the agent can read its data.
  • Venue capabilities are named the same way. For example, write @base_stock_swap in a Yield.xyz template to let it use that capability. Venue options it will use lists the ones your strategy names, and each one the venue still offers shows the @ name to write. There is no switch: if the strategy does not name it, the template does not have it.

See Data and tools for what each source provides.

Rules

  • Length: 40 to 4,000 characters. The counter shows how many you have used.
  • No links, wallet addresses or instructions to move funds. They are not allowed, and the agent cannot act on them anyway.
  • No role-play instructions such as "you are…". Describe the strategy, not the agent.
  • Be exact about markets. Name the market the way the venue lists it, or the bare coin. A tool read for a market the venue does not list fails, and the agent skips the trade.

AI help

The editor offers AI help:

  • Draft with Opus (empty playbook): describe the strategy in a few lines and Opus writes a structured playbook.
  • Improve with Opus (existing playbook): Opus proposes a clearer playbook and flags gaps and risks.
  • Suggest name and description on the Listing step drafts the listing copy.

You review the before and after, then select Apply. Nothing changes until you do. After an Improve, Undo puts your previous draft back, until your next edit.

If a save is refused, the editor says why in a plain sentence, for example which tool is not offered on the venue.

AI help uses your credits. Before you click, the line under the button shows what a run usually costs and the most it can cost, for example "Uses your credits: ≈ $0.28 a run, up to $0.66 · $12.40 left". After a run it shows what it used, for example "Used $0.24 of your credits". Each run is charged from its real use. A run that fails or comes back empty costs nothing. If your credits do not cover a run, the line says how much more you need, with a Buy credits link.

You can use up to 200 AI help runs a day. AI help shows as its own line in Credits → Usage.

A short example

## Markets
BTC and ETH perpetuals only. Trend following: ride strong 4-hour moves.

## Enter
Go long when the 4h trend is up (@openmarket-metrics.tools EMA 20 above EMA 50)
and @cmc.fear_greed is below 75. Go short on the mirror conditions.

## Exit and hold
Stop 3% from entry. Close when the 4h trend flips, or after 48 hours without progress.

## Size and risk
Each position is 20% of the balance at 2x leverage, so a stop-out loses about 1.2%.
Never risk more than 2% of the balance per trade.
At most one position per coin.

## Wait
Stay out when the trend is flat or fear and greed is above 80.

Next steps

Data and tools

The providers your agent can read and call.

Test, review and publish

Choose who reads it, test it, then submit.
Create a template
Walk through the template editor, from choosing a category and venue to submitting your listing for review.
Data and tools
The data your agent reads on every check-in and the tools it can call itself, with limits and how to use them in a playbook.