> ## 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.

# Playbooks

> Read your recorded values per date in one sheet.

A playbook is a sheet that shows your [Inputs](https://docs.allocait.app/concepts/inputs.md) 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.

## 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](https://docs.allocait.app/concepts/watchlists-and-charts.md) 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.

## 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.

## For agents

> [!NOTE]
>
> * `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](https://docs.allocait.app/claude/tools/playbooks-charts.md) lists every argument.

## Next steps

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

> [card] [Watchlists and charts](https://docs.allocait.app/concepts/watchlists-and-charts.md)
>
> Group symbols and chart your values.

> [card] [Run a scheduled brief](https://docs.allocait.app/guides/scheduled-brief.md)
>
> Report only what changed.


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