Core ideas
Strategies
A strategy is your saved trading playbook: the plan and rules you want Atlas to follow. You write it once and reuse it:
- Point to it in chat, like "use my wheel strategy on MSFT."
- Point a workflow at it so its choices follow your rules.
- Share it, or import someone else's.
What is in it
- Title, a short name.
- Content, your rules in your own words, split into sections.
- Who can see it, just you or shared.
A strategy is know how, what you believe and how you like to trade. A workflow is action, it runs on a schedule. A workflow can read a strategy, but a strategy on its own never trades.
Manage strategies in the Strategies tab.