Strategy settings

Configure strategy parameters — capital allocation, risk per trade, max positions, and AI behavior — before deploying.

Find it at: /agentic-trading/strategy-settings

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1. Capital allocation

Capital allocation defines how much of your account a strategy is allowed to use, and how that pool is split across positions.

Setting	What it controls
Total capital available	Dollar amount the strategy is allowed to deploy. Treated as a hard ceiling — the strategy will not exceed it even if a high-conviction signal appears.
Max per position	Dollar (or %) cap on any single open position. Prevents one ticker from absorbing the full allocation.
Reserve buffer	Optional cash buffer the strategy will not touch — leaves room for fees, slippage, and unexpected fills.

Allocate conservatively when first deploying a new strategy. Once it has fired live a few times and behaved, scale up the total.

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2. Risk parameters

Risk parameters are the per-trade and per-day guardrails. They apply across all trades the strategy places.

Parameter	Typical range	What happens at the limit
Stop-loss %	1% – 10% per position	Strategy closes the position when the drawdown from entry hits the threshold
Take-profit %	2% – 20% per position	Strategy closes the position when the gain from entry hits the threshold
Max daily drawdown	1% – 5% of total capital	Strategy auto-pauses for the rest of the trading day when the threshold is hit
Max position drawdown	account-level	Strategy pauses entirely and surfaces an alert until you review

The daily drawdown kill switch is the most important field — it caps how bad a single day can get if the strategy mis-fires.

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3. Position limits

Position limits constrain concurrency, so a single setup can't run the same idea across too many tickers at once.

• Max concurrent open positions — total positions the strategy can hold simultaneously across all tickers
• Per-symbol cap — max positions on a single ticker (prevents pyramiding into one name)
• Per-sector cap — :::warning planned — limit positions per GICS sector to keep exposure balanced

When a new signal would breach a limit, the strategy skips the trade and writes the reason ("position limit reached") to the execution log.

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4. AI behavior toggles

AI behavior toggles tune how Alphio AI interprets your investment profile when planning trades. The settings page reads / writes the Investment Profile stored on your account.

Section	Options	Effect
Core Risk Tolerance	Conservative / Moderate / Aggressive / Speculative	Single-select. Shifts entry confidence threshold and position sizing aggressiveness.
Investment Horizon	Scalping / Day Trading / Swing Trading / Position	Multi-select. Determines the timeframes Alphio AI considers when generating signals.
Asset Class Focus	Equities / Options / ETFs / Crypto / Fixed Income	Multi-select. Filters which markets the strategy can trade.
Strategy & Style	Growth / Value / Quantitative / Institutional Shadowing / Macro-Driven	Multi-select. Biases the research approach Alphio AI uses to find ideas.

warning

The exact toggle names for "scale in" vs "scale out" behavior are being finalized. The four sections above are live today; finer-grained scale-in / scale-out controls land in a later release.

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5. Approval gating

Approval gating decides whether Alphio AI executes trades directly or pauses for your confirmation first.

Mode	Behavior
Auto-execute	Alphio AI places orders as soon as it decides to act. Fast, hands-off. Best when the strategy is mechanical and well-tested.
Require approval per trade	Each proposed trade surfaces a confirmation card in chat / notifications. Order fires only after you tap approve. Best for new strategies or large position sizes.

Approval gating is set per strategy. You can flip a running strategy from auto-execute to approval-required (or vice versa) at any time from the Strategy Settings page — the change applies to the next decision, not retroactively.

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6. Saving and re-using settings

Click Save Changes at the bottom of the Strategy Settings page to persist your investment profile. The profile is account-level — it applies to every Agentic Trading strategy you launch, so a fresh strategy inherits these defaults at creation time.

warning

Named settings profiles (so you can keep e.g. a "swing trading" profile and a "DCA" profile side-by-side, and switch between them) are planned for a later phase. Today, the saved settings act as a single account-wide default.