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Build a strategy

Describe a trading strategy in plain language and Alphio AI turns it into a trading task — entry rule, exit rule, sizing, and limits — that you review and confirm before it runs.

Find it at: the Agent page — describe the strategy in chat.

Conditional Indicator Trading Tasks are included from Basic. Event Monitor and Social Media Trading Tasks are included from Plus. See the Pricing page for the full comparison.

1. What to expect​

  • Plain-language input — describe the ticker, direction, entry rule, exit rule, size, and timeframe in a sentence or two.
  • Alphio AI builds the task — it picks the task type and fills in the rule, interval, and order details.
  • You review before anything runs — the preview card shows every value, and you can edit it before confirming.
  • Same rails as any trading task — the result is a Normal, Conditional, Event, or Periodic task, tracked and stopped like any other. See Tasks and strategies.
  • Your Investment Profile applies — Strategy Settings (risk tolerance, horizon, asset focus, style) shape how Alphio AI frames and sizes what it proposes.

2. Example prompts​

  • "Go long BTC on the 1-hour chart when the 9-EMA crosses above the 21-EMA, with a stop 3% below entry."
  • "Buy 10 NVDA if it closes above its 20-day high on the daily chart."
  • "Short ETH on the 15-minute chart when MACD crosses below its signal line."
  • "Buy QQQ with $1,000 when it closes above its 50-day moving average."
  • "Buy SPY with $500 when the 1h RSI drops below 30."

If something important is missing — usually the size — Alphio AI asks before drafting the task.

3. How it works​

  1. Describe the strategy in chat. Include at least the ticker, direction, entry condition, and size.
  2. Alphio AI maps it to a task type:
    • Indicator- or price-driven entries → Conditional task (RSI, MACD, moving averages, KDJ, Bollinger Bands, new highs / lows, or a combination, on intervals from 5 minutes to 1 week)
    • Earnings, macro-data, news, or X-post entries → Event task
    • Recurring buys (DCA-style) → Periodic task
    • Immediate orders, including entries with attached take-profit and stop-loss orders → Normal task
  3. Preview card — Alphio AI shows the parsed task: ticker, side, size, leverage, trigger, account, maximum executions, and duration.
  4. You review and confirm with Execute Plan or Slide to Confirm. From then on, the task places its orders without asking again.

4. Review checklist before you confirm​

  • Ticker and venue match your intent — "BTC" could mean the perpetual or spot market; check the market type and account on the card.
  • The entry condition is unambiguous — "9-EMA crosses above 21-EMA" is clear; "when momentum is strong" is not.
  • The exit is covered — a Conditional task places the order you describe when it fires; for a protective exit, ask for a stop-loss order or a separate closing task.
  • Size is what you meant — confirm the size on the card rather than assuming a default.
  • Maximum executions — defaults to 1 when you don't specify, so a recurring or repeating strategy fires only once unless you raise it.
  • Duration — a Conditional task stays active for 60 days by default, Event and Periodic tasks for 30 days; set your own if you need longer or shorter.

If anything looks off, edit the card or ask Alphio AI to change it before confirming.

5. Common mistakes​

  • Timeframe misread (an intraday rule taken as daily, or the reverse) — check the interval on the card.
  • Entry fires far too often (rule too loose) or never (rule too tight).
  • Stop too tight for the asset's normal volatility, so the position is stopped out repeatedly.
  • Size too large for the account and the strategy's expected drawdown.

6. After you confirm​

The strategy joins your task list on the Agent page with its live chart, execution log, and AI Trade notifications. See Monitoring active tasks.

For a first deployment, start smaller than your intended size. Scale up only after the live behavior matches your expectations over several executions. Deleting the task stops it, but does not close positions it already opened.

For AI agents and tools

This page is available as plain Markdown at https://alphio.ai/docs/workflow/build-a-strategy.md. An index of every page, with a one-line summary each, is at https://alphio.ai/docs/llms.txt.