Templates
Templates are Atlas's own ready made setups. Pick one and it is added to your account, ready to change. Open them from More → Templates in the dashboard, or from the Templates link in this guide's sidebar.
Templates are not the same thing as Discover & Import. Discover & Import (on the Workflows tab) is where you browse workflows other people have made public. Templates are written and kept up to date by Atlas.
What is on the shelf
Filter by Stocks, Options, or Both. Each card is marked by kind.
| Template | Kind | What it does |
|---|---|---|
| GLD 0DTE Agent | Workflow | Gold same day calls and puts from levels it sets itself. |
| SPY 0DTE Agent | Workflow | SPY same day calls and puts on EMA 9/20, VWAP, CVD and gamma. |
| QQQ 0DTE Agent | Workflow | The SPY agent's rules, on QQQ. |
| SPY GEX Sniper Ladder | Workflow | SPY same day options off its own alert levels, selling in two steps. |
| QQQ GEX Sniper Loop | Workflow | QQQ same day options at the nearest decision level, selling in three steps. |
| P2P Gamma Flip | Workflow | Buys a 3 to 5 day call when a stock crosses up through its gamma flip. |
| Options Day and Swing | Workflow | Type a ticker, pick Day or Swing and when to buy (at Atlas's entry, now, or at your price for the option): a call and a put setup. |
| Stock Day and Swing | Workflow | Type a stock or ETF, pick Day or Swing and when to buy (at Atlas's entry, now, or at your price): buys shares with a trailing stop. |
| Portfolio Risk Manager | Workflow | Every morning, sets the budget for one trade to 40% of each account's buying power, on your workflows and the signal groups you follow. Changes budgets only. |
| Morning Market Brief | Workflow | A daily brief on the market and your watchlist. |
| Trade Desk | Trigger | Stages an order for you to place in a tap. |
| GEX Flip Alert | Alert | Messages you when a stock's net gamma turns from negative to positive. |
| GEX Alert | Alert | Messages you when the biggest gamma level moves. |
| Technicals Setup Alert | Alert | Messages you on indicator crossovers. |
| Top 20 Flow Alert | Alert | Messages you when the top 20 flow list changes. |
| Fundamentals | Strategy | A deep look at a company's financials. |
| Smart-Money Tracker | Strategy | Tracks insiders, institutions and Congress. |
| Options Strategist | Strategy | Reads the chain, the greeks and the expected move. |
Tested results
Six of the workflows are Atlas's own, run on Atlas's own account. Their cards show when they were tested and how they did: the dates, the result in dollars and how many trades won. See performance opens the workflow's public performance page: who tested it and every trade, live. Past results do not guarantee future performance. Options can lose everything put into them, and a workflow can behave differently in a different market. Start small, and read every trade it holds for review before you place it.
One step
Choose the card that fits what you trade. That is all.
Nothing has to be connected first. The template is added to your account, switched off, and opens in its editor, filled in. A short Before you save popup opens over it first: what still needs doing (a broker to connect, with Connect), the size of a trade, and where notifications go. It ticks a line off once you connect, and Got it closes it. Discord is optional: a template's notifications go to your phone, and you can turn them off in the editor. Change anything before you turn it on. If a setup needs a broker or Discord (a workflow that trades needs a broker; an alert messages you on Discord), you are told when you switch it on.
What you get
- A workflow template adds the workflow, as it was set up, to your Workflows tab. Set your size and your broker, then turn it on.
- Some workflows run on something else, and that is added too, switched off: the four agents and sniper workflows come with the workflow that sets their alerts each morning, and P2P Gamma Flip comes with a GEX Flip Alert on AAPL (add the same alert on any stock you want it to watch). Turning the workflow on turns these on as well.
- An alert template opens the alert form, filled in.
- A strategy template adds a reusable strategy to My Strategies.
- The Trade Desk template sets up a trigger that stages an order.
Everything a template adds is yours to change afterwards. See Workflows for how copies and forks work.
Need help? Email accesspoint@finmanagerai.com.