Stock trading

Place real stock orders through your connected brokerage via SnapTrade.

Find it at: the Trade Modal (opens from chat cards, asset detail pages, watchlist, or notifications), and the broker account view under /account/snap-trade.

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1. Prerequisites

Before you can place a stock order, you need a brokerage account connected to Alphio through SnapTrade.

See Connect your broker for the full flow (broker pick → SnapTrade portal → consent → account import). Once connected, your account balance and positions appear on the broker account page, and the Trade Modal is enabled for equities.

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2. Placing an order

There are three entry paths into a stock order:

• From a chat card. When Alphio AI returns a stock card (e.g. you ask about a ticker), the card has a Trade action that opens the Trade Modal pre-filled with the symbol.
• From an asset detail page. On any Stock / ETF / HK Stock detail page, the Buy / Sell buttons open the Trade Modal for that symbol.
• From the Trade Modal directly. Open it from a watchlist row or notification and enter the symbol manually.

Inside the modal you choose Buy or Sell, the order type (Market / Limit / Stop / Stop-Limit), the time-in-force, and the quantity (or dollar amount). The form validates inputs locally before the order is checked against your broker.

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3. Order types

The Trade Modal supports the standard order types your broker exposes via SnapTrade: Market, Limit, Stop, Stop-Limit, with Day / GTC time-in-force.

A dedicated reference table covering every supported type and how it routes is scheduled for Phase 2 at Order types reference (Phase 2).

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4. Order flow

A stock order goes through a strict check → preview → submit → confirmation flow so you never blind-fire an order to your broker:

1. Check. Alphio calls check-equity-order-impact against your broker to validate the order — buying power, fractional support, market hours, symbol validity. The broker returns an estimate (price, fees, impact).
2. Preview. The modal shows the estimated fill price, fees, and the resulting balance / position impact. You review and confirm.
3. Submit. Alphio calls place-checked-order with the trade ID returned in step 1. The broker accepts the order and returns a status.
4. Confirmation. The modal shows the order status (Pending, Filled, Rejected, etc.). The order appears immediately in your 24-hour orders list.

If the Check step fails (e.g. insufficient buying power, market closed for the symbol), the modal surfaces the broker's error message and the order is never submitted.

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5. Cancel / amend

For working orders (status not yet Filled / Rejected / Cancelled), you can cancel from:

• The 24-hour orders list on your broker account page
• The order detail page for that order

Cancelling calls SnapTrade's cancel endpoint against your broker. If the broker accepts the cancellation, the order moves to Cancelled status. If part of the order has already filled, only the unfilled portion cancels.

Amending an existing order (changing price or quantity) is not supported as a single action — cancel the existing order, then place a new one with the desired parameters.

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6. Order history

Two history surfaces are available:

• 24-hour orders — recent orders from the last 24 hours, shown on the broker account page and refreshed as broker status updates arrive.
• Full order history — paginated history per connected account, accessible from the same broker page; supports paging back through older fills.

Each order entry links to a detail page that shows the full order parameters, the broker's lifecycle events, and any associated fees.