Tasks and strategies
Every Agentic Trading order runs as a trading task of one of four types — Normal, Conditional, Event, or Periodic. You describe it in chat, confirm it once, and it then places orders on its own.
Try the demo below:
Find it at: the Agent page — describe the trade in chat; your trading tasks are listed there too.
1. The 4 task types
The task type decides when the order is placed and how long the task stays alive. Alphio AI picks the type from your wording.
| Type | Card you see | Trigger | Example |
|---|---|---|---|
| Normal | Order preview / Batch Order Preview | Right after you confirm | "Buy 10 shares of NVDA at market now." |
| Conditional | Monitor Order Preview | A price or indicator condition | "Long BTC if RSI(14) on the 1h chart drops below 30." |
| Event | Event Order Preview | An event: earnings, CPI or jobs data, breaking news on a topic, or a new post from an X account | "Enter a 1% SPY position 5 minutes after the next CPI print." |
| Periodic | Cyclical Order Preview | A schedule, or a one-off delay | "Buy $200 of BTC every Friday at 5 PM." / "Close my ETH position in one hour." |
Conditional tasks can watch a price level, a percentage move, RSI, MACD, moving-average, KDJ, or Bollinger Band crosses, new highs or lows, or a combination of indicators, on intervals from 5 minutes to 1 week. One task can cover up to 20 tickers that share the same rule and sizing.
A Normal task places its orders once and closes. The other three stay alive until they reach their maximum executions or maximum duration, or until you delete them. Both limits are shown on the card before you confirm:
| Type | Maximum executions if you don't specify | Maximum duration if you don't specify |
|---|---|---|
| Conditional | 1 | 60 days |
| Event | 1 | 30 days |
| Periodic | 1 | 30 days |
A recurring purchase only repeats if its maximum executions is above 1 — check Maximum executions on the card before you confirm a DCA plan.
For alerts and scheduled analysis that don't place trades, see Agent tasks.
2. What you need connected
- Stocks and ETFs — a connected broker (through SnapTrade, or Robinhood). Without one, Alphio AI shows an Account required card instead of an order. See Connect your broker and Robinhood connection.
- Crypto — trades run on Hyperliquid (perpetuals and spot) using your Alphio wallet. KuCoin no longer accepts new trades, and OKX and Kraken are no longer offered as new connections. See Connect on-chain.
- Prediction markets — not available as trading tasks; Polymarket conditions can only be used for alerts.
3. Creating and confirming a task
- Describe the trade in chat — asset, direction, size, and the condition or schedule. Example: "Buy 0.1 BTC when RSI < 30."
- Review the preview card. Check the asset, side, size, price, leverage, trigger, account, maximum executions, and duration. Use Edit on the card to change values.
- Confirm with Execute Plan or Slide to Confirm. By confirming, you authorize the whole task: when it runs, its orders are placed without a separate confirmation.
A task you haven't confirmed stays in your list as Awaiting confirmation. You can also confirm it there with Review and create task, after ticking I understand this is a real trade that will execute automatically.
At the moment a Conditional, Event, or Periodic task fires, Alphio AI applies your instruction to your live balance and positions — so instructions like "close half my position" work. Execution price can be worse than the trigger level if the market moves quickly.
4. Strategy settings
Strategy Settings holds your Investment Profile — account-level preferences Alphio AI reads when it plans a trade. On the web it's at /agentic-trading/strategy-settings.
- Core Risk Tolerance — Conservative / Moderate / Aggressive / Speculative
- Investment Horizon — Scalping / Day Trading / Swing Trading / Position
- Asset Class Focus — Equities / Options / ETFs / Crypto / Fixed Income
- Strategy & Style — Growth / Value / Quantitative / Institutional Shadowing / Macro-Driven
The profile shapes how Alphio AI frames and sizes its proposals. It is not an execution guardrail and does not put hard limits on orders — the values on the card you confirm are what gets executed.
5. Monitoring and stopping a task
Your trading tasks are listed on the Agent page with your other tasks. Open one to see the order details, a price chart with the trigger level, and the execution log. See Monitoring active tasks.
To stop a trading task, Delete it — it stops running and its history is kept. Trading tasks can't be paused. Open positions the task created remain in your account until you close them yourself or with another task.
This page is available as plain Markdown at https://alphio.ai/docs/agentic-trading/tasks-and-strategies.md. An index of every page, with a one-line summary each, is at https://alphio.ai/docs/llms.txt.