Agentic Trading vs Auto Trade

Agentic Trading is goal-driven: you state an objective and Alphio AI plans the trade. Auto Trade is rules-driven: you spell out the exact rule and Alphio executes it.

Find it at: the Agent page — both are set up by describing them in chat.

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How it works, end to end

1. Connect an account. Stock and ETF trades need a connected broker (through SnapTrade, or Robinhood). Crypto trades run on Hyperliquid using your Alphio wallet. See Connect your broker and Connect on-chain.
2. Describe what you want in chat — a goal ("Build a small AI-infrastructure position with $2k") or an exact rule ("Buy $100 of BTC every Monday at 9:00 AM ET, 10 times").
3. Alphio AI drafts the task and shows an order preview card with the asset, side, size, trigger, account, and limits.
4. Review and confirm. Nothing trades until you confirm with Execute Plan or Slide to Confirm.
5. Execution and monitoring. The task places its orders when its trigger is met, without asking again. Follow it on the Agent page. See Tasks and strategies.

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1. Side-by-side comparison

Dimension	Agentic Trading	Auto Trade
Who decides what to trade	Alphio AI researches and proposes the trade that meets your stated goal	You — the rule you state is the trade
How you give instructions	A plain-language objective in chat	A plain-language rule in chat with ticker, trigger, size, and schedule spelled out
Approval	You confirm the drafted task once; after that its orders go through without per-order confirmation	Same — one confirmation per task
Best for	Open-ended goals, research-driven entries, exploring ideas	Repeatable mechanical setups: DCA, breakouts, conditional closes
Risk control	Review the card before confirming; your Investment Profile shapes how Alphio AI frames and sizes proposals	The bounds in your rule, plus each task's maximum executions and maximum duration

Both produce the same kind of trading task (Normal, Conditional, Event, or Periodic), so they are tracked, notified, and stopped the same way.

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2. When to use Agentic Trading

Pick Agentic Trading when the decision itself is what you want help with:

• "Research NVDA earnings and open a small hedged position if guidance beats."
• "Allocate $10k across the top 5 AI infrastructure plays."
• "If the FOMC minutes lean dovish, buy QQQ with $2k."

Agentic Trading is the right fit when you can describe an outcome but don't want to pre-define every trigger by hand. Read the drafted card carefully — it is what will run.

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3. When to use Auto Trade

Pick Auto Trade when the decision is already made and you just want execution discipline:

• DCA: "Buy $100 of BTC every Monday at 9:00 AM ET, 12 times."
• Breakout: "Buy 10 NVDA if it closes above $1,000 on the 4h chart."
• Conditional close: "Sell my AAPL position if price drops below $180."
• Event: "Enter a 1% SPY position 5 minutes after the next CPI print."

Auto Trade is the right fit when the rule is the strategy and you want it to fire reliably without a decision at trigger time.

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4. Both can run simultaneously

Both use the same accounts, so positions opened by one task are visible to the others and in your account. Stopping a task does not close the positions it opened.

Strategy Settings (on the web at /agentic-trading/strategy-settings) holds the account-level Investment Profile that Alphio AI reads when planning trades.