Setup Criteria
Define the market conditions, symbols, volume context, float/volatility filters, and setup patterns that qualify for review.
PLAYBOOK CONTROL LAYER
Your Playbook Is the Rule System Behind XeanVI Automation
Define the setup criteria, risk limits, sizing rules, stop logic, and trade-management preferences XeanVI is allowed to follow before any broker-connected workflow can move forward.
Reviewed by Troy Swartwood, Founder & Software Engineer · Last updated June 28, 2026
Rules before routing
Risk settings define size
Paper testing before live use
Broker permissions required
Dashboard visibility and audit logs
What the Playbook Controls
The Trading Playbook is the rule blueprint XeanVI follows to scan configured market conditions, apply validation checks, and determine when supported broker-connected routing can be considered.
AI/Catalyst Validation
Use AI-assisted context checks to help evaluate whether headlines, filings, or sector momentum support the setup before it can move forward.
Risk Limits
Set max risk, stop-loss behavior, and boundaries that automation must respect.
Position Sizing
XeanVI can calculate size from the risk settings and stop distance you define.
Trade Management
Define target, stop, and bracket-order preferences so the workflow has clear instructions.
Routing Eligibility
Broker-connected routing can only be considered when playbook rules, validation, risk settings, broker permissions, and account configuration align.
The Playbook Gate System
XeanVI does not treat a scan as permission to trade. A setup has to pass through rule, validation, risk, paper-testing, and broker-permission gates before supported routing can be considered.
Rule Gate
Your setup criteria define whether a market condition is even eligible for review.
Validation Gate
AI-assisted catalyst and context checks help determine whether the setup can move forward.
Risk Gate
Position size, stop distance, and max risk settings are calculated from the controls you define.
Paper Gate
Paper testing lets you review behavior before using live capital.
Broker Gate
Supported routing can only be considered when broker permissions and account configuration are active.
Sample Playbook Rule Stack
Six example rules showing how criteria, risk settings, routing eligibility, and audit visibility can be layered.
Market Filter
Relative volume above configured threshold.
Catalyst Filter
News/filing/sector context passes AI-assisted validation.
Risk Rule
Max risk per trade based on user setting.
Stop Rule
Stop-loss distance defines position size.
Routing Rule
Only route when broker connection and permissions are active.
Visibility Rule
Track behavior in dashboard monitoring and audit logs.
Examples are for product explanation only and are not trading recommendations.
How to build your first playbook
Start narrow. Pick one setup you already understand and can describe in a sentence — the conditions that make it eligible, where the stop goes, and what the target looks like. Encode that single setup first instead of trying to capture everything you have ever traded.
From there, add the risk settings that should never be crossed: maximum risk per trade, maximum open positions, and the stop logic that determines size. Then run it in paper mode and watch how often it triggers and how sizing behaves before you change anything. A playbook is meant to be revised — the goal of the first version is simply to make your rules explicit enough that the workflow, and you, can follow them the same way every session.
Automation without a playbook is just risk.
XeanVI is designed around the opposite idea: automation should be constrained before it acts. The Playbook gives the system strict boundaries, keeping scans, validation, sizing, paper testing, routing eligibility, and audit visibility tied to your rules. It is built to reduce impulsive decisions and keep risk settings explicit before any broker-connected workflow is considered.
Frequently Asked Questions
What is the Trading Playbook?
The Playbook is the rule set XeanVI uses to evaluate setups, enforce risk settings, calculate sizing, and determine whether broker-connected routing can be considered.
Do I need to code my rules?
No. The product presents playbook setup through a visual/form-based workflow where users define parameters without writing code.
What kind of rules can I define?
Setup criteria, catalyst/context preferences, volume/liquidity filters, risk limits, stop/target logic, sizing preferences, and routing constraints.
Does the Playbook guarantee better trades?
No. The Playbook improves structure and consistency, but it does not guarantee fills, profits, or trading results.
Can I test my Playbook before live routing?
Yes. Paper testing is recommended before live use so users can review how rules behave without live capital.
Can XeanVI trade outside my Playbook?
XeanVI is designed to operate around user-defined settings, broker permissions, and workflow conditions. Users remain responsible for reviewing their settings and account configuration.
Is this financial advice?
No. XeanVI provides software for rule-driven trading workflows. It does not provide financial advice, investment recommendations, legal advice, tax advice, guaranteed fills, or guaranteed results. Trading involves risk, including possible loss of capital.
Ready to turn your rules into a controlled workflow?
Start by defining your playbook, test the behavior in paper mode, then connect a supported broker only when you understand the rules, permissions, and risks.
Continue with feature-level workflow details, broker connection safeguards, and audit visibility notes. You can also visit the XeanVI blog for implementation education.
XeanVI does not provide financial advice or guaranteed results. Trading involves risk, including possible loss of capital. Broker-connected workflows depend on user-defined rules, broker permissions, and account configuration.