Monitoring active tasks
Track a running trading task from the Agent page — its status, order details, a price chart with the trigger level, and the full execution log.
Find it at: the Agent page (/chat on web) → Scheduled Tasks, or View More for the full My Tasks list. Click a row to open Task detail.
1. The task list
Trading tasks sit in the same list as your alerts and scheduled tasks. Use the filter to show Active, Paused, Completed, or All.
The status line on each row tells you where the task is:
| Status line | Meaning |
|---|---|
| Awaiting confirmation | Drafted in chat but not confirmed yet — nothing will trade until you confirm |
| Waiting for trigger | Confirmed and watching for its condition |
| Runs … | A Periodic task's next scheduled run |
| Triggered | The last run placed its orders |
| Partially completed | Some orders in the last run went through, some didn't |
A dot on the row means there are results you haven't opened yet.
2. What the detail view shows
- Venue and type — for example the exchange or broker and the task type, under the title.
- Original request — the instruction you gave in chat.
- Price chart — the task's symbol with the target or trigger level drawn on it. For a simple price trigger, a line under the chart compares the target with the lowest or highest price in the displayed range. If a task covers several symbols, switch between them on the chart.
- Order — target, side, size, leverage, trigger, account, maximum executions, and duration. Tasks with several orders also list All orders.
- Execution log — every run, newest first, with what was triggered and what was placed. Use Refresh for the latest entries and View More for older ones. A task with no runs yet shows No executions yet; a finished task ends with Task completed.
- Open chat — jumps back to the conversation the task came from.
The execution log is the audit trail. If a task acted in a way you didn't expect, the log shows what it saw and did.
3. Controls
Open the ⋯ menu in the detail view or on the row:
| Control | Trading tasks |
|---|---|
| Review and create task | Only while Awaiting confirmation — final review, tick the acknowledgement, and confirm |
| Edit (pencil icon) | Only while Awaiting confirmation |
| Share | Copy a link, or share on X, Telegram, or Discord |
| Notification | Opens your notification settings |
| Delete | Stops the task; its history is kept |
Trading tasks can't be paused. Deleting a task halts new evaluations immediately. Open positions the task created remain in your account — close them yourself or hand them to another task.
4. Notifications
Trading task activity is posted under the AI Trade notification category. In-app delivery is free; each message delivered to Telegram or by email consumes a small amount of Credits.
To get push delivery on your phone, bind Telegram via Connect Telegram and turn on its channel for AI Trade in Notifications settings.
This page is available as plain Markdown at https://alphio.ai/docs/agentic-trading/active-strategies-monitor.md. An index of every page, with a one-line summary each, is at https://alphio.ai/docs/llms.txt.