Using the dashboard
Workflows tab
The Workflows tab shows your helpers as cards. This is where you make and manage them.
Workflows, Agents, Folders
The slider at the top shows one of three at a time:
- Workflows: your workflow cards (the ones not in a folder).
- Agents: your agents.
- Folders: your folders. Open one to see the workflows inside.
It starts on Workflows and remembers the one you picked last on that device.
Workflow or agent?
| Workflow | Agent | |
|---|---|---|
| What it is | A trade plan | A helper with a job title |
| What it does | Runs on an alert or a schedule, then places a trade, posts a play, or holds a run for you to check | Watches, checks and tells you. It looks after things over time |
| How long it works | One run at a time, then it stops until the next alert or time | All the time, on its own, waking when something it watches happens |
| Examples | "Buy SPY calls when the gamma wall moves", "at 9:35 send a QQQ play to my group" | Risk Manager looks after your open trades, Market Analyst reads SPX each morning and checks its own calls, Account Manager tells you when a workflow breaks or is not doing what it is meant to |
| Talking to it | You change its form | You write to it in the box on its page, or answer its notification |
Want both? Make a workflow for the trades. Your Risk Manager already looks after what it buys.
Reading a card
Each workflow card shows:
- The name and a tag: active (running) or paused (stopped).
- What starts it: a schedule ("Runs every weekday at 2:30 PM Eastern") or an alert ("On alert: SPY king node shift").
- A daily limit bar ("Runs today 0/3") when a daily trade limit is set, plus a daily limit reached tag once it is spent. The bar turns orange at the limit.
- A subscribed tag if it is a copy of someone else's workflow, collab if you work on it with others, and N behind if the author has changed it since.
- waiting for you to place when a run is held for your review.
- A red Issues with this workflow tag when something stops it from running, with the reason in plain words.
While a workflow is running, its card shows how far it has got.
Buttons on a card
| Button | What it does |
|---|---|
| Run now | Runs it right away. Running by hand does not count against the daily limit. |
| Preview | Shows when a run is waiting for your review. Open it, then Place it or Throw it away. |
| Pause / Activate | Stops or starts automatic runs. Turning it on resets today's count. While a run is in progress this button is Abort, which stops that run. |
| More → Trade settings | The first line of More, on your own workflows and on copies, live or paused: the account, the size (the same for all trades, or per trade), auto sizing, filters, Take everything at a target, how your exits split, and the messages you get, with one Save. It always matches the workflow form. See Trade settings. |
| More → Performance | See the profit and loss. On trading workflows. |
| More → History | Every saved version. Open one to read it or go back to it. |
| More → Files | The files its runs keep. It opens on Workflow Charts, the charts its runs drew, a folder per day, newest first; beside them, anything else its runs saved, such as a CSV of what it found (it shows as a table). You can open and download them. Only its runs, and the AI assistants you use with Atlas, change them. On a copy you see the author's files and your own. |
| More → Apply updates | On a copy that is behind: take the author's latest edits. |
| More → Stop following | On a copy: keep it as it is today and stop taking the author's changes. Follow again undoes it. |
| More → Reset overrides | On a copy where you set your own size or stop: go back to the author's. |
| More → Delete | Removes the workflow. |
At the top of the tab: Refresh, Discover & Import (browse shared and ready made workflows, and take a copy), New folder (see Folders), and New workflow (opens the workflow form).
Inside a workflow
Open a card and pick a view:
| View | What it shows |
|---|---|
| Trades | The trades it is in right now. Close all closes one. On your own workflow you can also Take profit now and move the stop and targets. |
| Recent runs | Each run, and why it made the choice it did. |
| Diagram | A picture of its flow. |
| Form | The workflow form, to change it. |
Recent runs
Each line is one run: when, the stocks it traded, how many charts it drew, and a tag (Triggered, No action, Review when it waits for you, or Error). Open one to see, in this order:
- What Atlas thought, in its own words.
- What it worked out: any sum it did, such as how many contracts fit your budget, with the exact answer. Show code shows how it got there.
- Each trade it set up, as one line: SPY Buy 770C 10/15/26 · 4 contracts, then when it enters, the stop, the targets and when it gets out.
- The charts it drew, in the dashboard's light or dark look. Click one to see it full size. They are kept for 90 days.
- The tools it read, in small type. One that failed is in red.
Need help? Email accesspoint@finmanagerai.com.