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Glossary

Canonical terms used across Alphio documentation. If a term has multiple historical names, only the canonical version below is permitted in docs.

Product Concepts​

Alphio AI — The AI assistant that powers chat, research, and Agentic Trading. Always referred to as "Alphio AI" — never "the AI", "the assistant", or any persona name.

Agentic Trading — Goal-driven trading where Alphio AI researches, plans, and executes trades to meet a high-level objective you describe in plain language. Approval-gated. Distinct from Auto Trade.

Auto Trade — Rules-based automated execution where you configure parameters (triggers, position sizing, stop-loss) and Alphio executes them programmatically. Distinct from Agentic Trading.

Tasks — Asynchronous AI jobs (research, monitoring, scheduled analysis). One Tasks page lists all running and historical tasks.

Subscription & Credits​

Subscription tiers: Free, Base, Pro, Elite. (No other names.)

Credits — Alphio's usage currency. Three sub-types:

  • Monthly Credits — Refresh on each billing cycle. Lost if unused.
  • Recharge Credits — Bought à la carte (Custom Credits). Roll over indefinitely.
  • Limited-time Credits — Granted via promo / referral / survey rewards. Expire on a fixed date.

Deduction order: Limited-time → Monthly → Recharge.

Custom Credits — One-time Credits purchase outside the subscription cycle. Available on the Top-Up Credits page.

Markets & Research​

Market Brief — Curated market summary content. Variants: Daily Market Brief (daily recap), Weekly Market Brief (weekly recap), Monitor Brief (event-triggered). Never use Briefing or Market Reviews.

Whales Auto Tracker — Smart-money tracking covering institutional holders, congressional trades, and wallet activity.

AI Earnings Calendar — Earnings calendar with AI-generated predictions and post-earnings analysis.

AI Screener — Natural-language stock screener that turns prompts into filtered lists.

Community Screener Plaza — Hub of community-shared screener lists.

Signals (Paid Strategy Products)​

7 distinct paid products under signals/:

  • SwingMax Signal — swing-trade entry signals (US stocks)
  • SwingMax Portfolio — curated SwingMax-driven portfolio
  • CoinSwing Signal — swing signals (crypto)
  • DayTrading Signal — intraday signals
  • AI Stock Picker — AI-curated daily long/short picks
  • Crypto Radar — crypto opportunity scanner
  • Quant AI Alpha Pick — quantitative alpha-pick list

Trade Execution​

Three trade rails (independent execution surfaces):

  • Stock Trading — real broker execution via SnapTrade integration
  • Hyperliquid Perpetuals — on-chain perpetuals via Hyperliquid DEX
  • Prediction Markets — Polymarket binary markets via signed CLOB orders, with USDC bridge

Trade Modal — Global order placement dialog, opens from chat cards / asset detail / watchlist / notifications. No URL of its own.

Copy Trading — Mirror another user's trades. 4-step wizard: pick source → allocation → sizing → confirm.

Connections​

Three independent connection systems:

  • Broker Connect (SnapTrade) — link a real brokerage account
  • On-Chain Bind (Hyperliquid) — bind a wallet for perp trading
  • Wallets — manage Privy / MetaMask / WalletConnect / external wallets

Telegram Bind — Link a Telegram account to receive alerts.

Notifications​

5 notification categories: AI_TRADE, AI_ALERT, AI_TASK, NEWSWIRE, PROMO.

Rewards​

6 reward mechanisms (all feature-flag gated; visibility may vary by account):

  • Daily Check-In — daily streak rewards
  • Trade & Earn — milestone-based trade rewards
  • Quest Center — gamified onboarding-style quests
  • Referral — refer friends, earn Credits and commissions
  • Leaderboard — competitive ranking with rewards
  • Survey Rewards — Credits granted on Beta survey completion

Forbidden Terms​

The following terms are never permitted in docs. CI enforces this:

  • Sparks → use Credits
  • Briefing, Market Reviews → use Market Brief
  • Tia, the AI, the assistant → use Alphio AI
  • Starter, Enterprise (as tier names) → use Free / Base / Pro / Elite
  • Intellectia — unrelated legacy product, must not appear anywhere
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