Scheduled analysis

Run scheduled AI analysis on a cadence — weekly market health, monthly portfolio review, daily watchlist diagnosis.

Find it at: /chat (just ask Alphio AI) or /agentic-trading → New Trading Task → Periodic

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1. What to expect

• Runs at your chosen cadence — daily, weekly, monthly, or any cron-style schedule
• Results delivered to your inbox — every run posts a summary to the in-app notification center under the AI_TASK category
• Telegram delivery — when Telegram is bound, the same summary is pushed to your phone; bind via Connect Telegram
• Consumes Credits per run — each scheduled run costs the same Credits as the equivalent one-off chat analysis
• Server-side caps — every task has a max_trigger_count and max_run_duration_days so a misconfigured schedule can't run forever by accident
• Pause / stop anytime — open the task detail panel under /agentic-trading and stop or pause without losing the schedule history

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2. Example prompts

Open /chat and describe the schedule in plain language — Alphio AI parses the cadence and registers it as a Periodic task:

• "Every Friday at 4pm ET, summarize this week's market themes."
• "On the first day of each month, give me a 30-day performance review of my top 5 holdings."
• "Every Monday at 9am, check my watchlist for breakout setups."
• "Every weekday at 8am ET, give me a pre-market brief on my portfolio."
• "Every quarter, review my asset allocation against my target risk profile."

Alphio AI confirms the parsed schedule (first run time, interval, what to analyze) before activating.

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3. How it works

1. Describe the schedule in chat, or open /agentic-trading → New Trading Task → Periodic. Alphio AI extracts the first run time, interval (1d / 1h / 1wk), and the analysis prompt.
2. Review the confirmation card — verify the cadence, what gets analyzed, and the run-duration cap.
3. Alphio registers the periodic task via /v1/tradeagent/tasks/periodic. The task appears under /agentic-trading as Active.
4. Each run executes on schedule — Alphio AI runs the analysis, writes a summary to the task's execution log, and pushes the result to AI_TASK notifications + Telegram.
5. You review, archive, or act — the summary card surfaces in your inbox; tap to expand the full analysis.

Periodic tasks honor account-wide Strategy Settings (risk tolerance, asset focus) so the AI's framing matches your profile.

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4. Cost (Credits)

Each scheduled run consumes Credits at the same rate as the equivalent one-off analysis. A weekly market summary costs roughly one chat-research run per week; a daily watchlist diagnosis costs one chat-research run per trading day.

warning

Per-run Credit cost for scheduled analysis is being finalized. Until the pricing is published in the app, start with a low-cadence task (weekly) and watch your Credits balance for the first few runs before scaling up frequency.

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5. Best practice

• Start with weekly cadence — weekly market themes give the most signal per Credit. Promote to daily only when you have a specific reason (active trading, earnings season).
• Bundle multiple insights per run — one weekly task that covers "market themes + my portfolio + my watchlist" is cheaper and easier to read than three separate weekly tasks.
• Schedule outside market hours — running a "morning brief" task at 8am ET gives you a packaged read before the open instead of mid-session noise.
• Cap run duration — set max_run_duration_days to a sensible horizon (90 days for a quarterly cadence, 30 days for daily) so old tasks self-expire instead of piling up.
• Tune the prompt over the first 2–3 runs — open the task detail view, see if the output matches what you wanted, then edit the description to sharpen the prompt.

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6. Future developments

warning

The following scheduled-analysis capabilities are planned but not yet shipped. Treat them as roadmap, not current behavior:

• Cross-task pipelines — output of one scheduled task feeds the next (e.g. daily watchlist screen → weekly deep-dive on the top hits)
• Conditional cadence — runs more often when the market is volatile, less often when it's quiet
• Inline trade triggers — promote a scheduled-analysis finding directly into an Auto Trade rule from the summary card
• Email delivery — same summary push, delivered to email in addition to in-app + Telegram