> ## Documentation Index
> Fetch the complete documentation index at: https://docs.allocait.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Playbook and chart tools

> Save and read playbooks, and save charts.

A playbook is a sheet with a row per symbol and a column per input. A saved chart plots inputs over time. `list_portfolios` names each portfolio's playbooks and charts, and the snapshot returns their full settings.

## Playbooks

**get\_playbook** `read`

A playbook's sheet for a date: its symbols, its input columns with their type, scope, `carry_forward`, `optional` and options, and the values for that date. One playbook serves every date. A `carry_forward` column shows its latest value on or before the date, marked `carried` and with the `date` it was recorded. `needs_input` lists the cells with no value, except the blank cells of an `optional` input. Fill them in with `record_input_values`. Each value also gives `previous_value` and `previous_date` (the entry recorded just before it) and `since` (the first date of the unbroken run of equal values that ends at it). A column also shows its `emphasis`, and each value an `emphasized` flag: `true` when the rule you set on that input holds for the value against the previous entry (for example, lower than it). It states your rule and doesn't call a change good or bad. `carried`, `previous_value`, `previous_date` and `emphasized` appear only when they apply. Key arguments: `playbook_id` (from `list_portfolios`), optional `date` (without it, the playbook's own date, which is today in US Eastern unless a date is pinned).

**save\_playbook** `write, destructive`

Creates a playbook or changes it, a sheet with a row per symbol and a column per input. A playbook doesn't need a copy for each day. A new playbook follows today in US Eastern; `default_date` pins its own date, and `null` goes back to following today. `remove` alone drops those inputs or symbols. A list that leaves a member out is refused until you name it in `remove`. Key arguments: `playbook_id` (to change one), `portfolio_id` (to create), `name`, `description`, `source` (`positions`, `watchlist` or `custom`), `watchlist_id`, `symbols`, `inputs`, `default_date`, `remove`.

**delete\_playbook** `write, destructive`

Deletes a playbook. This can't be undone. Recorded values stay with their inputs. Key arguments: `playbook_id`.

## Charts

**save\_chart** `write, destructive`

Creates a saved chart or changes it: inputs plotted as lines and level markers as horizontal markers, for the symbols its source names, over 7 to 180 days. `get_portfolio_snapshot` shows its settings. `remove` alone drops those inputs, level markers or symbols. Key arguments: `chart_id` (to change one), `portfolio_id` (to create), `name`, `inputs`, `level_markers`, `source`, `watchlist_id`, `symbols`, `symbol`, `days` (7, 14, 30, 60, 90 or 180), `remove`.

**delete\_chart** `write, destructive`

Deletes a saved chart. This can't be undone. Key arguments: `chart_id`.

## Next steps

> [card] [Playbooks](https://docs.allocait.app/concepts/playbooks.md)
>
> Read your recorded values per date in one sheet.

> [card] [Input tools](https://docs.allocait.app/claude/tools/inputs.md)
>
> Define Inputs and record values.


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