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A playbook is a sheet that shows your Inputs for each symbol on one date. It has a row for each symbol and a column for each Input. One playbook serves every date. You don’t make one per day. Allocait states facts about the values you recorded. It gives no advice on what to record.

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Date, symbols and blanks

  • Date. A playbook with no pinned date follows today. Today is the US Eastern calendar date, not your browser’s time zone. Pinning default_date fixes the sheet to that date until you clear it.
  • Symbols. A playbook draws its symbols from the portfolio’s holdings, a watchlist or a custom list.
  • Blanks. needs_input lists the blank cells for the date, leaving out optional Inputs. A portfolio’s playbooks_needing_input counts the playbooks with at least one blank today.
  • Carried values. A carry-forward column shows its latest value on or before the date. The cell is marked carried, and its date says when you recorded it.

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Facts about each value

For each value, the sheet also states facts about your own entries:
  • previous_value and previous_date: the previous dated entry for the same Input and symbol. These are left out when there is none.
  • since: when this reading began.
  • emphasized: true when the change from the previous entry meets the emphasis rule you set on that Input. Allocait leaves the key out when it is false.
These describe the entry shown, never a later one. They carry no direction word and no threshold.

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For agents

  • get_playbook returns one playbook’s sheet for a date.
  • save_playbook and delete_playbook create, change and delete playbooks.
For a playbook cell, record against the sheet’s date from get_playbook, not the agent’s clock. The Claude tools reference lists every argument.

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Next steps

Inputs

Define Inputs and record values.

Watchlists and charts

Group symbols and chart your values.

Run a scheduled brief

Report only what changed.