Tasks and strategies
Agentic Trading runs as one of 4 task types: Normal, Monitor, Event, or Periodic.
Find it at: /agentic-trading
1. The 4 task types
Every Agentic Trading run is wrapped in a task. The task type determines when the trade decision is evaluated and how long the task stays alive.
| Type | Trigger | Use case | Example |
|---|---|---|---|
| Normal | One-shot at creation time | Immediate, single-decision entries | "Buy 10 shares of NVDA at market now." |
| Monitor | Persistent condition watch on price / indicator | Wait for a setup before acting | "Long NVDA if it breaks $1,000 on 4h close." |
| Event | Triggered by a market event (earnings, CPI, FOMC, etc.) | Event-driven entries | "Enter 1% SPY 5 minutes after the next CPI print." |
| Periodic | Scheduled (cron-style) recurring run | DCA, scheduled rebalances | "Buy $100 of BTC every Monday at 9:00 AM ET." |
Normal tasks execute once and close. Monitor, Event, and Periodic tasks remain active until they exhaust their run duration, hit their trigger count cap, or are stopped manually.
2. Creating a task
You can create an Agentic Trading task two ways:
- From chat — open
/chatand describe the task in plain language ("Run a task that buys $200 of BTC every Friday at 5 PM"). Alphio AI parses the intent, picks the right task type, and surfaces a confirmation card before submitting. - From the Agentic Trading page — open
/agentic-trading, click New Trading Task in the Market Focus header. A side panel walks you through ticker selection, task type, and the parameters specific to that type.
Every task creation request flows through the same backend (/v1/snap-trade/... task endpoints), so behavior is identical regardless of entry point.
3. Strategy settings
Strategy settings are account-level guardrails that apply across all your Agentic Trading tasks — for example, max position size per ticker, max drawdown before pausing, and approval-mode defaults. Open them from the Strategy Settings button on /agentic-trading.
A full walkthrough of every setting lives on the dedicated strategy settings page.
The detailed strategy-settings reference page is planned for a later phase. Until then, hover the in-app tooltips next to each setting for current behavior.
4. Monitoring active tasks
Each task has a detail view (TaskDetailModal) that surfaces:
- Performance curve — running P&L of trades the task has placed
- Execution log — chronological record of every evaluation, trigger fire, and order submission
- Status — Active / Paused / Stopped / Completed
- Lifetime caps — remaining trigger count, remaining run-duration days
From the detail view you can pause, resume, edit description, or stop the task. Stopping a task halts new evaluations immediately; open positions the task created remain in your account until you close them manually or via another task.
If you need information not on this page, you can query the docs dynamically by sending a GET request with the ask query parameter:
GET https://docs.alphio.ai/agentic-trading/tasks-and-strategies.md?ask=<question>The question should be specific, self-contained, and written in natural language. The response includes a direct answer plus relevant excerpts and sources.