Using the dashboard
Using the dashboard
The dashboard is where you build and manage everything by hand. The list on the left switches between areas. The main panel shows the one you picked.
Down the left
| Where | What it is for |
|---|---|
| New chat | Talk to Atlas in plain words. It uses your tools and shows live charts. |
| Setups | Everything you build. Six sub tabs, below. |
| Templates | Ready made setups you can add in a couple of clicks. |
| Marketplace | Subscribe to someone else's strategy or calls, and sell your own. |
| Connect | Link Atlas to ChatGPT, Claude, Discord, and the rest. See Connect Atlas. |
| Guide | This guide, inside the dashboard. |
| Profile | Plan, broker, Discord, look, and your key. |
Inside Setups
| Sub tab | What it is for |
|---|---|
| Workflows | Helpers that keep running. |
| Signals | Plays people call by hand, yours and other people's. |
| Tasks | One time helpers (Up next and Previous). |
| My Strategies | Your trading playbooks. |
| Alerts | Market watchers that message you and start workflows. |
| Triggers | Single "if this, then trade" orders. |
Performance is not a tab of its own. It opens from the Performance button on any trading workflow.
When it updates
To stay fast, the dashboard loads fresh info at two moments: once when the market opens (9:30 in the morning, Eastern) and whenever you click Refresh. There is no constant polling. So if you are looking at a card and expect it to change, click Refresh.