{"source":"https://www.mind-vest.io/atlas/setup-guide","groups":[{"title":"Get started","sections":[{"id":"overview","title":"What is Atlas","url":"https://www.mind-vest.io/atlas/setup-guide"},{"id":"quickstart","title":"Quickstart","url":"https://www.mind-vest.io/atlas/setup-guide/quickstart"},{"id":"authentication","title":"Sign in and keys","url":"https://www.mind-vest.io/atlas/setup-guide/authentication"},{"id":"plans-and-billing","title":"Plans and how you get charged","url":"https://www.mind-vest.io/atlas/setup-guide/plans-and-billing"}]},{"title":"Connect Atlas","sections":[{"id":"connect-overview","title":"How to connect","url":"https://www.mind-vest.io/atlas/setup-guide/connect-overview"},{"id":"connect-chatgpt","title":"ChatGPT","url":"https://www.mind-vest.io/atlas/setup-guide/connect-chatgpt"},{"id":"connect-claude","title":"Claude","url":"https://www.mind-vest.io/atlas/setup-guide/connect-claude"},{"id":"connect-discord","title":"Discord","url":"https://www.mind-vest.io/atlas/setup-guide/connect-discord"},{"id":"connect-other","title":"Cursor and others","url":"https://www.mind-vest.io/atlas/setup-guide/connect-other"}]},{"title":"Core ideas","sections":[{"id":"concepts-overview","title":"Overview","url":"https://www.mind-vest.io/atlas/setup-guide/concepts-overview"},{"id":"concept-workflows","title":"Workflows","url":"https://www.mind-vest.io/atlas/setup-guide/concept-workflows"},{"id":"concept-tasks","title":"Tasks","url":"https://www.mind-vest.io/atlas/setup-guide/concept-tasks"},{"id":"concept-alert-types","title":"What an alert can watch","url":"https://www.mind-vest.io/atlas/setup-guide/concept-alert-types"},{"id":"concept-folders","title":"Folders","url":"https://www.mind-vest.io/atlas/setup-guide/concept-folders"},{"id":"concept-strategies","title":"Strategies","url":"https://www.mind-vest.io/atlas/setup-guide/concept-strategies"},{"id":"concept-alerts","title":"Alerts","url":"https://www.mind-vest.io/atlas/setup-guide/concept-alerts"},{"id":"concept-triggers","title":"Triggers","url":"https://www.mind-vest.io/atlas/setup-guide/concept-triggers"},{"id":"concept-scale-out","title":"Taking profit in stages","url":"https://www.mind-vest.io/atlas/setup-guide/concept-scale-out"},{"id":"concept-collab","title":"Working on a workflow together","url":"https://www.mind-vest.io/atlas/setup-guide/concept-collab"}]},{"title":"Using the dashboard","sections":[{"id":"dashboard-overview","title":"Dashboard overview","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-overview"},{"id":"dashboard-workflows","title":"Workflows tab","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-workflows"},{"id":"workflow-create","title":"Make or edit a workflow","url":"https://www.mind-vest.io/atlas/setup-guide/workflow-create"},{"id":"workflow-exits","title":"Exits and the scale out ladder","url":"https://www.mind-vest.io/atlas/setup-guide/workflow-exits"},{"id":"dashboard-tasks","title":"Tasks tab","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-tasks"},{"id":"dashboard-strategies","title":"Strategies tab","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-strategies"},{"id":"dashboard-alerts","title":"Alerts tab","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-alerts"},{"id":"dashboard-triggers","title":"Triggers tab","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-triggers"},{"id":"dashboard-templates","title":"Templates","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-templates"},{"id":"dashboard-performance","title":"Performance","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-performance"},{"id":"dashboard-chat","title":"Atlas Chat","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-chat"},{"id":"dashboard-profile","title":"Profile","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-profile"}]},{"title":"MCP (chat apps)","sections":[{"id":"mcp-overview","title":"MCP overview","url":"https://www.mind-vest.io/atlas/setup-guide/mcp-overview"},{"id":"mcp-tools","title":"All tools (chat app)","url":"https://www.mind-vest.io/atlas/setup-guide/mcp-tools"}]},{"title":"CLI","sections":[{"id":"cli-overview","title":"CLI overview","url":"https://www.mind-vest.io/atlas/setup-guide/cli-overview"},{"id":"cli-install","title":"Install","url":"https://www.mind-vest.io/atlas/setup-guide/cli-install"},{"id":"cli-auth","title":"Sign in","url":"https://www.mind-vest.io/atlas/setup-guide/cli-auth"},{"id":"cli-usage","title":"How to use it","url":"https://www.mind-vest.io/atlas/setup-guide/cli-usage"},{"id":"cli-tools","title":"All tools (CLI)","url":"https://www.mind-vest.io/atlas/setup-guide/cli-tools"}]},{"title":"Web API","sections":[{"id":"api-overview","title":"Overview","url":"https://www.mind-vest.io/atlas/setup-guide/api-overview"},{"id":"api-tools","title":"All tools (Web API)","url":"https://www.mind-vest.io/atlas/setup-guide/api-tools"}]}],"sections":[{"id":"overview","title":"What is Atlas","group":"Get started","url":"https://www.mind-vest.io/atlas/setup-guide","md":"# Atlas docs\n\n**Atlas** is a trading and automation platform for the stock and options market,\nmade by [MindVest](https://www.mind-vest.io). It plugs live market data, charts,\nand real trading into your AI, so your AI can not only read the market but place\nand manage trades for you. And it does not stop when you close the tab: Atlas can\nwatch the market around the clock and act on its own with workflows, tasks,\nalerts, and triggers.\n\nThese docs show everything Atlas can do and every way to use it: in a **chat\napp** like ChatGPT or Claude, from **code** (the Web API), from the **command\nline**, and in the **dashboard**.\n\n## Start here\n\n1. **Pick how you want to use it.** Add Atlas to your [chat app](#connect-overview),\n   call it from [your code](#api-overview), or run it from the [command line](#cli-overview).\n2. **Sign in.** Chat apps use a sign in link. Code and the command line use a key\n   from your [dashboard](#authentication).\n3. **Make your first request** with the [Quickstart](#quickstart).\n4. **Learn the words.** [Core ideas](#concepts-overview) explains workflows,\n   tasks, strategies, alerts, and triggers in plain terms.\n5. **Know what you pay.** [Plans and how you get charged](#plans-and-billing)\n   explains free vs paid and how automations are counted.\n\n## What is inside\n\n| Area | What you get |\n| --- | --- |\n| [Connect Atlas](#connect-overview) | Add Atlas to ChatGPT, Claude, Discord, and Cursor |\n| [Core ideas](#concepts-overview) | Workflows, tasks, strategies, alerts, triggers, and how they fit |\n| [Using the dashboard](#dashboard-overview) | Every page and form, step by step |\n| [Chat app tools](#mcp-overview) | Use Atlas inside your assistant |\n| [Command line](#cli-overview) | Run any tool from your terminal |\n| [Web API](#api-overview) | Call any tool from your code |\n\n:::tip\nEvery part of this page has a **Copy for LLM** button. It copies that part as\ntext you can paste into any AI to ask questions about it. You can also grab the\nwhole thing at [/atlas/setup-guide/llms](/atlas/setup-guide/llms).\n:::"},{"id":"quickstart","title":"Quickstart","group":"Get started","url":"https://www.mind-vest.io/atlas/setup-guide/quickstart","md":"# Quickstart\n\n## Way 1: Add it to your AI chat app (no code)\n\n1. Open your chat app's connector settings.\n2. Add a server with this link: `https://atlasmcp.finmanagerai.com/mcp`.\n3. Sign in with Email, Google, or Discord when it asks.\n4. Say: *\"Use Atlas to get me a quote for NVDA and the SPY gamma exposure.\"*\n\nFull steps: [ChatGPT](#connect-chatgpt), [Claude](#connect-claude),\n[Discord](#connect-discord), [Cursor](#connect-other).\n\n## Way 2: Call it from the terminal (Web API)\n\n```bash\n# 1. Set the address and your key (get the key from the dashboard, see Sign in)\nexport ATLAS_BASE_URL=\"https://atlasmcp.finmanagerai.com\"\nexport ATLAS_KEY=\"<your key>\"\n\n# 2. Your first request: a live quote\ncurl -sS -X POST \"$ATLAS_BASE_URL/api/v1/tools/get_stock_quote\" \\\n  -H \"Authorization: Bearer $ATLAS_KEY\" \\\n  -H \"Content-Type: application/json\" \\\n  -d '{\"symbol\":\"AAPL\"}'\n```\n\n## Way 3: Use the command line\n\n```bash\n# Node\nnpm i -g mindvest-atlas\n# or Python\npip install mindvest-atlas\n\n# Sign in once, then run any tool\natlas login\natlas stock-quote --symbol AAPL\n```\n\nSee the [command line docs](#cli-overview) for install, sign in, and every command.\n\n## What next\n\n- See [all the tools](#mcp-tools) Atlas has.\n- Learn the [core ideas](#concepts-overview) behind workflows and triggers.\n- Read [how you get charged](#plans-and-billing) before you set up automations."},{"id":"authentication","title":"Sign in and keys","group":"Get started","url":"https://www.mind-vest.io/atlas/setup-guide/authentication","md":"# Sign in and keys\n\nThere are two ways to sign in. Both use the **same account**, so a tool works the\nsame no matter which one you use.\n\n## Sign in link (for chat apps)\n\nWhen you add Atlas to a chat app, it opens a sign in page. You log in once with\n**Email**, **Google**, or **Discord**, say yes, and you are done. There is no key\nto copy.\n\n## Key (for code and the command line)\n\nThe Web API and the command line use one secret key. You send it in the header:\n\n```bash\ncurl -H \"Authorization: Bearer $ATLAS_KEY\" ...\n```\n\n### Where to find your key\n\n1. Open the [dashboard](/atlas/dashboard).\n2. Go to the **Profile** tab.\n3. Find the **key** section and copy it, or make a new one.\n\nThe same key works for the Web API, the command line, and any chat app that takes\na key instead of the sign in link.\n\n:::warning\nTreat your key like a password. Anyone who has it can use tools on your account,\nand for trading tools that means placing real orders with your broker. Never put\nit in a web page or share it. If it leaks, make a new one from the Profile tab\nright away.\n:::\n\n## Check your account\n\n```bash\natlas get-subscription-status\n# shows your plan, how much you have used, and how much is left\n```"},{"id":"plans-and-billing","title":"Plans and how you get charged","group":"Get started","url":"https://www.mind-vest.io/atlas/setup-guide/plans-and-billing","md":"# Plans and how you get charged\n\nHere is the simple idea: you pay for the paid work Atlas does, not for every\nclick. Two limits matter.\n\n## 1. Your monthly requests\n\nEvery account gets a set number of paid requests each month. This is the number\nyou watch go down in your Profile.\n\n| Plan | Price | Requests each month |\n| --- | --- | --- |\n| Free | $0 | 10 |\n| Pro | $29.99 / month | 100 |\n| Premium | $49.99 / month | 300 |\n| Max | $99.99 / month | 1000 |\n\nCheck yours anytime:\n\n```bash\natlas get-subscription-status\n```\n\n### What uses one request\n\nThe simple rule: **you pay for each thing Atlas does for you, not for each time\nit looks.** A run that looks at the market and decides to do nothing is always\nfree. You use one request each time Atlas:\n\n- **Answers a paid tool.** Ask for a paid thing, like a gamma exposure map, and\n  that is one request. Free tools use none. A few paid things in the same message\n  still count as **one**, not three.\n- **Opens a trade or sends a note.** When a workflow or task acts, by placing a\n  trade, sending you a buy or sell note, or sending an analysis note, that is one\n  request.\n- **Changes a live trade.** While a trade is running, Atlas can step back in and\n  change it, like moving your take profit targets up or closing the rest early.\n  Each real change is one request. If it looks and leaves the trade alone, it\n  costs nothing.\n\nSo one trade is not always one request. A trade that Atlas opens and later\nadjusts twice uses **three** requests: one to open it, and one for each change.\nYou pay for the work, whether it is a brand new trade or an update to one you\nalready have.\n\n### What is free\n\nFree tools never touch your count. They are capped at **60 calls a minute**. Free\ntools include quotes, price history, the options chain, company numbers,\nestimates, calendars, who owns a stock, search, and looking at your own workflows\nand triggers. The tool tables mark each tool **Free** or **Premium**.\n\n## 2. Trades per day\n\nOn top of your monthly requests, each workflow has a **max trades per day** limit.\nThis one is about pacing your account, not cost.\n\n- It counts **new trades opened**. A run that opens no trade does not use a slot,\n  and changing a trade you already have does not either.\n- When it hits the limit, the workflow **pauses** until the next trading day.\n- **Running it by hand does not count.** The limit is only for automatic runs.\n- Each copy has its own limit. Your copy runs on its own count, not the author's.\n\n## Putting it together\n\n![A summary: a paid tool call is one request, opening a trade is one request plus one of your daily trades, changing a live trade is one more request, and free tools or a run that does nothing are always free](/atlas/docs/billing-summary.svg)\n\nSo an alert driven trading workflow that opens a trade uses **one request** and\n**one of your daily trades**. If Atlas later moves the take profit on that same\ntrade, that is **one more request** (but not another daily trade). A run that\nlooks and decides to do nothing uses **neither**.\n\nManage your plan from the [Profile tab](#dashboard-profile)."},{"id":"connect-overview","title":"How to connect","group":"Connect Atlas","url":"https://www.mind-vest.io/atlas/setup-guide/connect-overview","md":"# Add Atlas to your AI\n\nAtlas plugs into your AI. Any chat app that can add a tool server can use Atlas\nand get the full toolset: live market data, options, charts, your broker, orders,\ntriggers, workflows, tasks, and strategies.\n\n## The one link you need\n\n```text\nhttps://atlasmcp.finmanagerai.com/mcp\n```\n\nPoint any chat app at that link, sign in once (Email, Google, or Discord), and\nevery Atlas tool is ready.\n\n:::note\nAdd the connector on the **web** first ([chatgpt.com](https://chatgpt.com) or\n[claude.ai](https://claude.ai)). Once it is added on the web, it also works in the\nphone and desktop apps.\n:::\n\n## What you can do once it is on\n\n- Ask for live quotes, company numbers, earnings, and who owns a stock.\n- Make price charts, gamma heatmaps, and exposure charts.\n- Link a broker, check orders, and manage triggers.\n- Build **workflows** and **tasks** so Atlas can trade or analyze on a schedule or on an alert.\n- Save and reuse **strategies** (your trading playbooks).\n\nPick your app below."},{"id":"connect-chatgpt","title":"ChatGPT","group":"Connect Atlas","url":"https://www.mind-vest.io/atlas/setup-guide/connect-chatgpt","md":"# Add Atlas to ChatGPT\n\n![ChatGPT](/images/Chatgpt_Logo-Picsart-BackgroundRemover.jpg)\n\nAdd Atlas to ChatGPT. It takes about 2 minutes.\n\n### Step 1. Open Settings\n\nClick your profile picture in the bottom left of ChatGPT, then click **Settings**.\n\n![Open Settings](/tutorial-files/Chatgpt-Demo-1.jpg)\n\n### Step 2. Go to Apps\n\nIn Settings, click **Apps** on the left to manage your apps.\n\n![Go to Apps](/tutorial-files/Chatgpt-Demo-2.jpg)\n\n### Step 3. Turn on Developer mode\n\nTurn on **Developer mode** and click **Create app**.\n\n![Turn on Developer mode](/tutorial-files/Chatgpt-Demo-3.jpg)\n\n### Step 4. Fill in Atlas\n\nType these in, check the box, and click **Create**:\n\n- **Name**: Atlas\n- **Description**: Stocks and Options\n- **Server link**: `https://atlasmcp.finmanagerai.com/mcp`\n- **Sign in**: OAuth\n\n![Fill in Atlas](/tutorial-files/Chatgpt-Demo-4.jpg)\n\n### Step 5. Sign in to Atlas\n\nIt sends you to the Atlas sign in page. Sign in with **Email**, **Google**, or **Discord**.\n\n![Sign in to Atlas](/tutorial-files/atlas-login-demo-1.jpg)\n\n### Step 6. Say yes\n\nClick **Connect to Atlas**, agree, and click **Authorize**.\n\n![Say yes](/tutorial-files/atlas-login-demo-2.jpg)\n\n### Step 7. Check it worked\n\nYou should see the Atlas app in the list.\n\n![Check it worked](/tutorial-files/Chatgpt-Demo-5.jpg)\n\n### Step 8. Use Atlas in chat\n\nIn any chat, type **@** and pick **Atlas**.\n\n![Use Atlas in chat](/tutorial-files/Chatgpt-Demo-6.jpg)\n\n### Step 9. Ask away\n\nAsk Atlas anything: live quotes, company numbers, options flow, and more.\n\n![Ask away](/tutorial-files/Chatgpt-Demo-7.jpg)\n"},{"id":"connect-claude","title":"Claude","group":"Connect Atlas","url":"https://www.mind-vest.io/atlas/setup-guide/connect-claude","md":"# Add Atlas to Claude\n\n![Claude](/images/Claude_Logo-Picsart-BackgroundRemover.jpg)\n\nAdd Atlas to Claude. It takes about 2 minutes.\n\n### Step 1. Open Settings\n\nClick your profile picture in the bottom left of Claude, then click **Settings**.\n\n![Open Settings](/tutorial-files/Claude-Demo-1.jpg)\n\n### Step 2. Go to Connectors\n\nIn Settings, click **Connectors** on the left.\n\n![Go to Connectors](/tutorial-files/Claude-Demo-2.jpg)\n\n### Step 3. Add a connector\n\nAt the bottom, click **Add custom connector**.\n\n![Add a connector](/tutorial-files/Claude-Demo-3.jpg)\n\n### Step 4. Fill in Atlas\n\nType these in and click **Add**:\n\n- **Name**: Atlas\n- **Link**: `https://atlasmcp.finmanagerai.com/mcp`\n\n![Fill in Atlas](/tutorial-files/Claude-Demo-4.jpg)\n\n### Step 5. Sign in to Atlas\n\nIt sends you to the Atlas sign in page. Sign in with **Email**, **Google**, or **Discord**.\n\n![Sign in to Atlas](/tutorial-files/atlas-login-demo-1.jpg)\n\n### Step 6. Say yes\n\nClick **Connect to Atlas**, agree, and click **Authorize**.\n\n![Say yes](/tutorial-files/atlas-login-demo-2.jpg)\n\n### Step 7. Connect\n\nAtlas shows up as a connector. Click **Connect**.\n\n![Connect](/tutorial-files/Claude-Demo-5.jpg)\n\n### Step 8. Check it worked\n\nWhen it is on, you see **Configure** instead of Connect.\n\n![Check it worked](/tutorial-files/Claude-Demo-6.jpg)\n\n### Step 9. Set what it can do\n\nClick **Configure** to look at the Atlas tools and set what they can do.\n\n![Set what it can do](/tutorial-files/Claude-Demo-7.jpg)\n\n### Step 10. Turn it on in chat\n\nIn a new chat, click the **+** button, go to **Connectors**, and turn **Atlas** on.\n\n![Turn it on in chat](/tutorial-files/Claude-Demo-8.jpg)\n\n### Step 11. Ask away\n\nAsk Claude anything with Atlas on: quotes, company numbers, charts, options, and live market data.\n\n![Ask away](/tutorial-files/Claude-Demo-9.jpg)\n"},{"id":"connect-discord","title":"Discord","group":"Connect Atlas","url":"https://www.mind-vest.io/atlas/setup-guide/connect-discord","md":"# Use Atlas in Discord\n\n![Discord](/images/Discord_logo-Picsart-BackgroundRemover.jpg)\n\nAdd the Atlas bot to your Discord server and tag it to get quick market help.\n\n### Step 1. Add the Atlas bot\n\nUse the [Add Atlas Bot to your server](https://discord.com/oauth2/authorize?client_id=1434681790974398466&permissions=826781329408&integration_type=0&scope=bot) link, or [join the Atlas Discord](https://discord.gg/xcnsbPd8rz) to try it in a shared server.\n\n### Step 2. Tag the bot\n\nOnce the Atlas bot is in your server, type **@Atlas Bot** and then your question.\n\n![Tag the bot](/tutorial-files/Discord-Demo-1.jpg)\n\n### Step 3. Ask for help\n\nThe Atlas bot is a market helper. Ask for quotes, company numbers, market data, options flow, and clear takes.\n\n![Ask for help](/tutorial-files/Discord-Demo-2.jpg)\n\n### Step 4. Get charts\n\nAtlas can make charts, pull company numbers, look at options, and answer follow up questions right in Discord.\n\n![Get charts](/tutorial-files/Discord-Demo-3.jpg)\n"},{"id":"connect-other","title":"Cursor and others","group":"Connect Atlas","url":"https://www.mind-vest.io/atlas/setup-guide/connect-other","md":"# Cursor and other apps\n\nAny app that can add a tool server can use Atlas. Point it at the Atlas link and\nsign in.\n\n## Cursor\n\nAdd Atlas to your `~/.cursor/mcp.json` (or the project `.cursor/mcp.json`):\n\n```json\n{\n  \"mcpServers\": {\n    \"atlas\": {\n      \"url\": \"https://atlasmcp.finmanagerai.com/mcp\"\n    }\n  }\n}\n```\n\nCursor opens the sign in the first time you use Atlas. Say yes and the Atlas tools\nshow up.\n\n## Any other app\n\nMost apps take a server as a `{ \"url\": \"...\" }` entry with sign in. Use:\n\n- **Type**: HTTP (streamable) or SSE\n- **Link**: `https://atlasmcp.finmanagerai.com/mcp`\n- **Sign in**: OAuth (the app opens a window for you to sign in)\n\n## Want to use a key instead?\n\nIf your app cannot do the sign in, you can use the [Web API](#api-overview) or the\n[command line](#cli-overview) with a key. See [Sign in and keys](#authentication)\nfor where to find your key."},{"id":"concepts-overview","title":"Overview","group":"Core ideas","url":"https://www.mind-vest.io/atlas/setup-guide/concepts-overview","md":"# Core ideas\n\nAtlas is more than a data helper. It can watch the market and act for you. Five\nparts work together.\n\n| Part | In one line |\n| --- | --- |\n| [Workflow](#concept-workflows) | A helper that runs again and again. It looks at the market, decides, and can trade. |\n| [Task](#concept-tasks) | A workflow that runs one time and then it is done. |\n| [Strategy](#concept-strategies) | Your saved trading rules that you and your AI can reuse. |\n| [Alert](#concept-alerts) | A market watcher. It can message you and start a workflow. |\n| [Trigger](#concept-triggers) | One \"if this, then buy or sell\" order. The smallest trading piece. |\n\n## How they fit together\n\n![How a strategy, an alert, a workflow, a trigger, and your broker fit together](/atlas/docs/flow-concepts.svg)\n\n- An **alert** or a **schedule** decides *when* a workflow runs.\n- The **workflow** (or **task**) is the *brain*. It reads live data with the\n  tools you picked, follows your rules (and any **strategy** you point it at), and\n  makes a choice.\n- If the choice is to trade, the workflow places one or more **triggers** and the\n  order goes to your broker.\n\nYou can use each part on its own, like an alert that just messages you, or wire\nthem together into a hands off setup.\n\n## The three jobs a workflow can do\n\nEvery workflow (and task) runs in one of three modes:\n\n- **Trading** places real orders with your broker when it decides to act.\n- **Draft** sends you the exact order to place by hand. It never trades on its own.\n- **Analysis** only thinks and reports. It never trades."},{"id":"concept-workflows","title":"Workflows","group":"Core ideas","url":"https://www.mind-vest.io/atlas/setup-guide/concept-workflows","md":"# Workflows\n\nA **workflow** is a helper that runs again and again. On each run, Atlas:\n\n1. **Looks.** It calls the market tools you picked (quotes, the options chain,\n   gamma, flow, charts, and more).\n2. **Decides.** It reads that data, follows your written rules, and makes a choice.\n3. **Acts.** If the choice is to trade, it places the order with your broker (or\n   sends you the plan, in Draft mode).\n\n## What starts a run\n\nA workflow runs from one of two things:\n\n- A **schedule**, like every weekday at 9:45 in the morning.\n- An **alert** you attach. The workflow runs when the alert goes off.\n\nYou can also press **Run now** anytime in the dashboard.\n\n## How it exits a trade\n\nYou set the exit: how much to risk (stop loss) and where to take profit. Atlas\nalso has a **scale out ladder**, where you sell in stages at more than one\ntarget, each with its own trailing stop. See\n[Exits and the scale out ladder](#workflow-exits).\n\n## Sharing and copies\n\nWorkflows can be **shared**. When you import someone's workflow (or your own\ntemplate), you get a **linked copy**:\n\n- The copy follows the author's setup. When the author makes it better, your copy\n  updates too (if you keep auto updates on), or it shows a\n  **\"behind, apply updates\"** note.\n- Some settings are **yours** and the author never changes them: the name, the\n  size, the stop loss and take profit, the broker, the alert, who can see it, the\n  daily limit, and your message settings.\n- Change something deeper, like the rules, the tools, or the core exit, and your\n  copy becomes your own separate workflow.\n\n## Its life\n\n![Make it, then on, then off if it hits the daily limit, then turn it back on, then removed](/atlas/docs/workflow-lifecycle.svg)\n\n- **On** workflows run on their schedule or alert. **Off** ones do not.\n- Hitting your **daily trade limit** pauses it until the next trading day.\n- If you pause a shared workflow you made, everyone's copies pause too. Turning it\n  back on brings them back.\n\nManage them in the [Workflows tab](#dashboard-workflows)."},{"id":"concept-tasks","title":"Tasks","group":"Core ideas","url":"https://www.mind-vest.io/atlas/setup-guide/concept-tasks","md":"# Tasks\n\nA **task** is a workflow that runs **one time**. It uses the same builder (tools,\nrules, exit, broker, messages), but instead of running forever, it runs when:\n\n- one of its **set times** comes up, each time runs once, or\n- an **alert** goes off, it runs once on the first match.\n\nWhen a task has used up its runs, it moves to **Previous** (done). Runs that are\nstill ahead sit under **Up next**.\n\n## Workflow vs task\n\n| | Workflow | Task |\n| --- | --- | --- |\n| Runs again? | Yes, on every schedule or alert | No, each time runs once |\n| Shows under | Workflows | Up next, then Previous |\n| Can be shared | Yes | No, it is just yours |\n| Has a performance page | Yes | No, it is a one off |\n| Daily trade limit | Yes | Not needed |\n\nEverything else is the same. Think of a task as *\"do this once (or a few set\ntimes), then stop.\"*\n\n## A task waits for its trade to finish\n\n\"Runs once\" means it *arms* once — not that it stops caring the moment it fires.\n\nIf a task opens a trade that takes profit in stages, the trade is not over when\nthe entry fills: there are still targets to hit and a stop to watch. So the task\nstays **Up next** until that position actually closes, however long it takes. A\ntrade held over several days keeps its task open for several days.\n\nOnce nothing is left open, the task moves to **Previous** on its own. There is no\ntime limit on this, deliberately — a task going Previous while its position was\nstill live would mean nothing was minding the exit.\n\nMake and manage tasks in the [Tasks tab](#dashboard-tasks)."},{"id":"concept-alert-types","title":"What an alert can watch","group":"Core ideas","url":"https://www.mind-vest.io/atlas/setup-guide/concept-alert-types","md":"# What an alert can watch\n\nEvery alert is one of a handful of kinds. Pick the one that matches the thing\nyou actually want to be told about.\n\n## Price\n\n- **Price** — a level crossed, or a move of a certain size.\n- **Level approach** — the price coming *near* a level rather than through it,\n  so you hear about it before it happens.\n- **Contract price** — the premium of one specific option, rather than the stock.\n\n## Dealer exposure\n\n- **Greek exposure move (the king node)** — the strike carrying the most dealer\n  exposure moving to a *different* strike. This is the wall shifting, and it is\n  the one most people mean. It fires on **any** move, in either direction,\n  against the last reading.\n\n  It is not the same as exposure crossing zero, which is a far rarer event. If\n  you set this up expecting \"the wall moved\" you have the right one.\n\n## Volume and flow\n\n- **Volume spike** — unusual volume on a contract.\n- **Volume shift** — where the volume is concentrated changing.\n- **Options flow** — large or unusual trades coming through.\n- **Flow rank** / **top flow** — a symbol entering or moving within the day's\n  most-active list.\n\n## Technicals\n\n- **Technicals** — indicator conditions on the chart.\n\n## Two settings worth knowing\n\n**Fire once when the window opens.** Most of these watch for a *change*, which\nmeans on a quiet morning they may not fire at all — and a workflow waiting on\none never runs. Turning this on fires the alert once at the start of its window\neach day even with nothing changed, so a bound workflow gets that first look.\n\n**A narrower window.** Alerts run through the session by default. Narrowing the\nwindow is how you say \"only in the first hour\", and it also stops a busy signal\nfrom firing all afternoon.\n\nSet alerts up in the [Alerts tab](#dashboard-alerts)."},{"id":"concept-folders","title":"Folders","group":"Core ideas","url":"https://www.mind-vest.io/atlas/setup-guide/concept-folders","md":"# Folders\n\nA **folder** groups your workflows so a long list stays readable. That is all it\ndoes.\n\nIt is worth being explicit about what a folder does **not** do, because the name\nsuggests more than it is:\n\n- It does not change how anything runs — no schedules, no alerts, no limits.\n- It does not travel. Filing your copy of someone's workflow does not file\n  theirs, and an author filing theirs does not touch yours. Everyone files their\n  own.\n- It does not group *other people's* things. A folder holds your own rows.\n\n## Pausing or deleting a whole folder\n\nThe Pause and Delete buttons on a folder simply do the same thing to each\nworkflow in it, one by one — exactly as if you had opened each one. So pausing a\nfolder of shared workflows pauses their followers' copies too, for the same\nreason it would have if you paused them individually. The folder adds no new\nbehaviour of its own.\n\n## Sharing a folder\n\nA folder can be made public, which puts it in Discover as a set. Only the\nworkflows inside it that are *themselves* public are shown — making the folder\npublic does not publish its contents.\n\nSomeone importing from a public folder takes a copy of each workflow one at a\ntime, the same as importing them individually. The folder itself is not shared\nor linked; they end up with the workflows, not with your folder.\n\nFolders live in the [Workflows tab](#dashboard-workflows)."},{"id":"concept-strategies","title":"Strategies","group":"Core ideas","url":"https://www.mind-vest.io/atlas/setup-guide/concept-strategies","md":"# Strategies\n\nA **strategy** is your saved trading **playbook**: the plan and rules you want\nAtlas to follow. You write it once and reuse it:\n\n- Point to it in [chat](#dashboard-chat), like *\"use my wheel strategy on MSFT.\"*\n- Point a workflow at it so its choices follow your rules.\n- Share it, or import someone else's.\n\n## What is in it\n\n- **Title**, a short name.\n- **Content**, your rules in your own words, split into sections.\n- **Who can see it**, just you or shared.\n\nA **strategy** is know how, what you believe and how you like to trade. A\n**workflow** is action, it runs on a schedule. A workflow can read a strategy, but\na strategy on its own never trades.\n\nManage strategies in the [Strategies tab](#dashboard-strategies)."},{"id":"concept-alerts","title":"Alerts","group":"Core ideas","url":"https://www.mind-vest.io/atlas/setup-guide/concept-alerts","md":"# Alerts\n\nAn **alert** watches the market and goes off when your condition is met. On its\nown it messages you on Discord. Attached to a workflow or task, it decides *when*\nthat helper runs.\n\n## What alerts can watch\n\n- **Price**, like crossing a level or a big percent move.\n- **Gamma and exposure**, like the king node — the strike with the most dealer exposure — moving to a new price.\n- **Options flow**, like unusual volume and big trades.\n\n## When they run\n\n- Alerts check the market during market hours (about 9:30 to 4:30 in the\n  afternoon, Eastern time). You can make that window smaller.\n- A **max runs per day** setting limits how many times it can drive a trade, so a\n  busy signal cannot over trade your account.\n\n## Alerts and shared workflows\n\nIf you use someone's shared workflow, your copy uses the **author's** alert by\ndefault, so you trade on the same signal they do. You can also point your copy at\n**your own** alert without leaving. Your alert then messages you on your own\nwindow, while the copy keeps trading on the author's signal.\n\nManage alerts in the [Alerts tab](#dashboard-alerts)."},{"id":"concept-triggers","title":"Triggers","group":"Core ideas","url":"https://www.mind-vest.io/atlas/setup-guide/concept-triggers","md":"# Triggers\n\nA **trigger** is the smallest trading piece: one \"if this, then buy or sell\"\norder. Like *\"buy 1 SPY at the market if the price drops to 550.\"* When the\ncondition is met, Atlas places the order with your broker and then handles the\nexit (stop loss and take profit) you set.\n\n## What can start a trigger\n\n- **Price**, the classic \"if the price hits X\" order.\n- **A time**, fire at a set time.\n- **An alert**, fire when an alert goes off.\n- **Both**, keep watching the price and also let a time or alert fire it.\n\n## Check first, then place\n\nTrading tools always let you **check first, then place**. One tool shows you\nexactly what will be set up. Another one places it. The same goes for one off\norders.\n\nA **trigger** is a fixed rule you set up front. A **workflow** is an AI that\n*decides* what to place on each run. When a workflow decides to trade, it makes\ntriggers. So triggers are the layer under the automation.\n\nManage single triggers in the [Triggers tab](#dashboard-triggers)."},{"id":"concept-scale-out","title":"Taking profit in stages","group":"Core ideas","url":"https://www.mind-vest.io/atlas/setup-guide/concept-scale-out","md":"# Taking profit in stages\n\nA trade does not have to be all-or-nothing on the way out. A **scale-out\nladder** sells part of the position at each of several targets — so you bank\nsomething early and still leave a runner on.\n\n## What each rung has\n\n- **A target** — either a percentage from what you paid for the contract, or a\n  dollar price on the stock. Every rung in one ladder uses the same one; you\n  cannot mix them.\n- **An amount** — a number of contracts, a percentage of the original position,\n  or *the rest*.\n- **A trailing stop** (optional) — where your stop-loss moves to once the\n  *previous* rung fills. So it protects the run into the next target. Your\n  general stop-loss covers the trade up to the first one.\n- **A price to sell at** (optional) — the contract price that rung's sell is\n  submitted at. Leave it blank and that rung sells at whatever the market is\n  paying when the target hits.\n\n## The amounts have to add up\n\nThe rungs must close exactly what you opened. End with *the rest*, or make the\nfixed amounts add up to your position. Atlas refuses a ladder that would leave\npart of the position with nothing to close it — \"8 contracts in, 6 + 1 out\" is a\nmistake, not a setting.\n\n## A price you set is a price we send\n\nIf you put a price on a rung, that is what goes to your broker. Nothing moves it\nto follow the market. If the contract never reaches it, that rung simply does\nnot sell and keeps waiting.\n\nThat is safe by design, not by accident: **your stop-loss is always a market\norder**, so the position stays protected however the take-profits are priced. A\nwaiting rung is also cleared by a close time if you set one, or by Atlas itself\nif you have it reviewing the ladder.\n\n## Letting Atlas manage the ladder\n\nTurn on the review and Atlas reconsiders the remaining targets each time a rung\nfills — it can move them, tighten the stop, or close the rest early if the\nreason for the trade has gone. It sees what it decided last time, so its\nthinking carries across the trade rather than restarting at each rung.\n\nIf you follow someone else's workflow, **their** review runs and its decision\nreaches you at the same moment — you trade your own amounts on their targets."},{"id":"concept-collab","title":"Working on a workflow together","group":"Core ideas","url":"https://www.mind-vest.io/atlas/setup-guide/concept-collab","md":"# Working on a workflow together\n\nMost workflows are one person's. Some are not: you might build one with someone\nwhose read on the market you trust, or share one you wrote and keep improving it\nwith the people running it.\n\n## Suggesting a change instead of saving one\n\nAnyone you invite onto a workflow can **suggest a change**. They edit it the way\nthey normally would — the instruction, the tools, the days it runs, the trade —\nbut instead of Save they choose **Request change**. Nothing happens to their own\ncopy: it keeps running exactly as it was.\n\nYou see the suggestion as a plain before-and-after of what they changed, with\ntheir note explaining why. You can take the whole thing, take one part of it, or\nturn it down. **Only a person can decide that.** An AI assistant can read a\nsuggestion, discuss it, and write one for you — it can never take one or turn\none down on your behalf.\n\nWhoever suggested a change can also take it back while it is still waiting.\n\n## Everyone can talk, not everyone can suggest\n\nAnyone **running a copy** of a workflow can comment on a suggestion. They are the\npeople the change will actually reach, and \"I'm already in a trade on this\" is\nexactly what the author should hear first. Suggesting a change is limited to the\npeople invited onto it.\n\n## The changelog\n\nEvery real change to a workflow lands in the same place, whether it came from a\nsuggestion or from the author just saving. Saving asks what changed — optional,\nbut it is what makes the history readable later.\n\nThe list shows three things: changes **waiting**, changes that were **taken**,\nand changes that were **turned down**. A change that was taken shows exactly\nwhich parts of it were taken, since you can accept some and not others.\n\nWhat is *not* recorded: your own settings. Your contract size, broker, alert,\ndaily limit and notification choices are yours on your own copy, so changing one\nis nobody else's history.\n\n## Whose workflow is it?\n\nIf you took a copy of someone else's workflow, one checkbox decides this:\n**taking their updates**.\n\n- **On** — you are running their strategy. They are the author, you see everyone\n  working on it, and you can suggest changes to them.\n- **Off** — you have taken it in your own direction. It is your workflow now,\n  you are the author, and the people working on it are yours.\n\nYou can change your mind either way. Turning it back on puts you back in their\nroom with everyone visible again.\n\nInvite people from the **Collab** section of the workflow."},{"id":"dashboard-overview","title":"Dashboard overview","group":"Using the dashboard","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-overview","md":"# Using the dashboard\n\nThe [dashboard](/atlas/dashboard) is where you build and manage everything by\nhand. Tabs on the left switch between areas. The main panel shows the tab you\npicked.\n\n## The tabs\n\n| Tab | What it is for |\n| --- | --- |\n| [Chat](#dashboard-chat) | Talk to Atlas in plain words. It uses your tools and shows live charts. |\n| [Workflows](#dashboard-workflows) | Build and run helpers that repeat. |\n| [Tasks](#dashboard-tasks) | One time helpers (Up next and Previous). |\n| [Strategies](#dashboard-strategies) | Your trading playbooks. |\n| [Alerts](#dashboard-alerts) | Market watchers that message you and start workflows. |\n| [Triggers](#dashboard-triggers) | Single \"if this, then trade\" orders. |\n| [Performance](#dashboard-performance) | Profit and loss for your trading workflows. |\n| [Templates](#dashboard-templates) | Ready made setups you can import. |\n| [Profile](#dashboard-profile) | Plan, broker, Discord, look, and your key. |\n\n## When it updates\n\nTo stay fast, the dashboard loads fresh info at two moments: **once when the\nmarket opens (9:30 in the morning, Eastern)** and whenever you click **Refresh**.\nThere is no constant polling. So if you are looking at a card and expect it to\nchange, click Refresh."},{"id":"dashboard-workflows","title":"Workflows tab","group":"Using the dashboard","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-workflows","md":"# Workflows tab\n\nThe Workflows tab shows your helpers as cards. This is where you make and manage\nthem.\n\n![The workflows list with status tags, a daily limit bar, and buttons on each card](/atlas/docs/workflows-list.png)\n\n## Reading a card\n\nEach card shows:\n\n- The **name** and whether it is **On** (running) or **Off** (paused).\n- What starts it: a schedule (*\"Runs on Mon at 9:40 in the morning\"*) or an alert (*\"On alert: SPY king node\"*).\n- A **daily limit bar** (*\"Runs today 0/3\"*) when a daily trade limit is set. It turns orange at the limit.\n- A **Subscribed** tag if it is a copy of someone else's workflow.\n\n## Buttons on a card\n\n| Button | What it does |\n| --- | --- |\n| **Run now** | Runs it right away. Running by hand does not count against the daily limit. |\n| **Pause / Activate** | Stops or starts automatic runs. Turning it on resets today's count. |\n| **Performance** | See the [profit and loss](#dashboard-performance). |\n| **Delete** | Removes the workflow. |\n| **Discover & Import** | Browse shared or ready made workflows and add a copy. |\n| **New workflow** | Opens the [workflow form](#workflow-create). |\n\nOpen a card to see its history, why it made each choice, and a picture of its flow."},{"id":"workflow-create","title":"Make or edit a workflow","group":"Using the dashboard","url":"https://www.mind-vest.io/atlas/setup-guide/workflow-create","md":"# Make or edit a workflow\n\nClick **New workflow** (or open a card) to open the form. It has six steps across\nthe top: **Basics, Schedule, Tools, Reasoning, Trades, Notify**. The same form is\nused to make and to edit. You can save from any step.\n\n## Basics: name, job, broker\n\n![The Basics step of the workflow form](/atlas/docs/workflow-basics.png)\n\n| Field | What it does |\n| --- | --- |\n| **Workflow name** | A short name for the card and history. |\n| **What should this workflow do?** | **Trading** (places real orders), **Draft** (sends you the order to place by hand), **Analysis** (only thinks), or **Create tasks** (sets up one time tasks instead of trading). |\n| **Start paused or active?** | On workflows run on their own on their schedule or alert. |\n| **Sharing** | **Private** (only you) or **Public** (others can find and import it). |\n| **Which broker should it trade in?** | The linked account orders go to (Trading mode). |\n\n## Schedule: when it runs\n\n![The Schedule step: when to run, timezone, and daily limit](/atlas/docs/workflow-schedule.png)\n\nPick how it starts: a **Schedule** (a set time), an **Alert** (when a market alert\ngoes off), or **Both**. Then set the time or alert, the timezone, and a **Max runs\nper day**. Hitting the limit **pauses** it until the next trading day. Running it\nby hand is always allowed.\n\n:::note\nOn a copy, the timing comes from the author. You can still add **your own** alert.\nIt messages you on your own window without changing the copy.\n:::\n\n## Tools: what Atlas looks at\n\n![The Tools step: pick the market data tools Atlas can use](/atlas/docs/workflow-tools.png)\n\nPick the market data tools Atlas can use on each run: quotes, the options chain,\ngamma, flow, charts, company numbers, and more. The workflow only **looks** with\nthese. It does not trade from this list (you set trading in the Trades step).\n\n## Reasoning: your rules\n\n![The Reasoning step: your rules, a strategy, and how hard it thinks](/atlas/docs/workflow-reasoning.png)\n\nWrite the **rules**, the plan in your own words that Atlas follows every run. You\ncan also point it at a [strategy](#dashboard-strategies) and set how hard it\nthinks.\n\n## Trades: what it trades\n\n![The Trades step: the trade card, contract details, entry and exit](/atlas/docs/workflow-trades.png)\n\nOne card per stock Atlas might trade. Lock in what you want fixed and let Atlas\npick the rest (each field is set to **AI** by default. Tap to set a fixed value):\n\n| Group | Fields |\n| --- | --- |\n| **What to trade** | Stock symbol, **Options** or **Stock**. |\n| **Contract** | Call or put, strike, expiry, number of contracts. Each can be AI or fixed. |\n| **Entry** | One buy or several, order type, price to enter. |\n| **Exit** | How to exit, stop loss, and a single take profit or a [scale out ladder](#workflow-exits). |\n\n:::tip\nOn a **copy**, the size and the stop loss and take profit are **yours**. You can\nchange them and stay linked. Change the rules, the tools, or the core exit and the\ncopy becomes your own.\n:::\n\n## Notify: how it tells you\n\n![The Notify step: Discord message settings](/atlas/docs/workflow-notify.png)\n\nTurn on a **Discord message after every run** and pick how it reads. Order\nmessages show the entry and exit prices, why it exited (stopped out, take profit,\nAI exit, or time), and the profit or loss."},{"id":"workflow-exits","title":"Exits and the scale out ladder","group":"Using the dashboard","url":"https://www.mind-vest.io/atlas/setup-guide/workflow-exits","md":"# Exits and the scale out ladder\n\nIn the **Trades** step, set **Exit type** to **Scale out (multiple targets)** to\nsell in stages instead of all at once.\n\n![The scale out ladder with three take profit levels, trailing stops, and the loop switch](/atlas/docs/workflow-exits.png)\n\n## How a ladder works\n\nEach level has a **target**, an **amount to sell**, and an optional **trailing\nstop** that turns on after the level before it fills.\n\n| Setting | Choices | Notes |\n| --- | --- | --- |\n| **Target as** | **Percent** or **Price** | Set it on the first level. Every later level uses the same one. |\n| **Target** | a number, or **AI** | AI lets Atlas pick the level while it runs (loop workflows). |\n| **Amount to sell** | a number, a percent, or **remaining** | The last level should sell **remaining**, so nothing is left over. |\n| **Move stop to** | a level, breakeven, or **keep** | The trailing stop that guards the run into the next target. |\n| **Loop** | on or off | With loop on, Atlas checks again after each fill and can move later targets or exit early. You get a message when it changes something. |\n\n## Rules the form checks for you\n\n- **One target type.** Every level is all percent or all price. You cannot mix.\n- **Cover it all.** The amounts must add up to the whole entry. A **remaining**\n  amount always covers the rest. Fixed amounts must add up to the size, and\n  percents must add up to 100.\n- **Fast moves.** If the price jumps past a few targets at once, they all fill\n  together, so you do not miss one.\n\n:::tip\nEach time the loop **actually changes** your trade (moves a target or closes the\nrest early), it uses **one request**, the same as opening a trade. A check that\nleaves the trade alone is free. See [Plans and how you get charged](#plans-and-billing).\n:::"},{"id":"dashboard-tasks","title":"Tasks tab","group":"Using the dashboard","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-tasks","md":"# Tasks tab\n\nA **task** is a one time helper. The Tasks tab splits them into **Up next** (still\nto run) and **Previous** (done).\n\n![The Tasks tab with Up next and Previous](/atlas/docs/tasks.png)\n\n## The task form\n\nMaking a task uses the same steps as a workflow (Basics, Tools, Reasoning, Trades,\nNotify). The only change is in **Schedule**: instead of a repeating time, you give\nit **times that each run once**, or an **alert** that runs it once.\n\n![The task form set to run at set times](/atlas/docs/task-form.png)\n\nAdd one or more times. Each runs once, then the task is done and moves to\n**Previous**. Use **Run again** to copy a finished task. Tasks have no performance\npage since they run one time."},{"id":"dashboard-strategies","title":"Strategies tab","group":"Using the dashboard","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-strategies","md":"# Strategies tab\n\nA **strategy** is your saved trading playbook. The Strategies tab lists yours and\nlets you make, edit, import, and share them.\n\n![The strategy editor with a title, who can see it, and the content in sections](/atlas/docs/strategy.png)\n\n## What is in it\n\n| Field | What it does |\n| --- | --- |\n| **Title** | A short name for the playbook. |\n| **Who can see it** | **Private** (only you) or **Shared** (others can import it). |\n| **Content** | Your rules in your own words, split into sections. |\n\nPoint to a strategy in [Chat](#dashboard-chat) (*\"use my wheel strategy on MSFT\"*)\nor point a workflow's [Reasoning](#workflow-create) at it so its choices follow\nyour rules. **Discover** shows shared strategies you can import."},{"id":"dashboard-alerts","title":"Alerts tab","group":"Using the dashboard","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-alerts","md":"# Alerts tab\n\nAn **alert** watches the market and goes off when your condition is met. On its\nown it messages you. Attached to a workflow or trigger, it decides *when* that\nhelper runs.\n\n![The alerts list with buttons on each alert](/atlas/docs/alerts-list.png)\n\n## Making an alert\n\nClick **New alert** to open the builder. It walks you through: **what kind of\nalert**, **which stock**, **what to match**, **filters**, an optional **time\nwindow**, and **what happens when it goes off**.\n\n![The alert builder: kind, stock, what to match, filters, and window](/atlas/docs/alert.png)\n\n## Kinds of alert\n\n| Kind | Watches for |\n| --- | --- |\n| **Price level cross** | The stock crossing a price you set. |\n| **Contract price cross** | One option's price crossing a level. |\n| **Greek exposure move** | The strike with the most dealer exposure — the \"wall\" — moving to a new price. |\n| **Spot near a key level** / **Price near greeks** | The price getting close to a key level. |\n| **Options flow** | Unusual trades on a stock (you set the size). |\n| **Top 20 flow** / **New top flow** | Unusual trades across the whole market. |\n| **Volume spike** / **Top volume contract rotation** | A jump in volume, or the most active contract changing. |\n| **Technicals** | Indicator conditions. |\n| **My trigger acts** | Goes off when one of your triggers acts. |\n\n## Common fields\n\n- **Stock**, the symbol to watch (not needed for whole market flow alerts).\n- **What happens when it goes off**: **Message me**, **Run a workflow**, or **Run a trigger**.\n- **Active from / Stops watching at**, makes the watch window smaller.\n- **Max runs per day**, limits how many times it can drive a trade."},{"id":"dashboard-triggers","title":"Triggers tab","group":"Using the dashboard","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-triggers","md":"# Triggers tab\n\nA **trigger** is one \"if this, then trade\" order. The Triggers tab lists your set\nup triggers. **New trigger** opens the builder, split into **Broker**, **Action**,\nand **Trade** steps.\n\n![The Trade step of the trigger builder: what to trade, contract, entry, and exit](/atlas/docs/trigger.png)\n\n| Step | Fields |\n| --- | --- |\n| **Broker** | The linked account the order goes to. |\n| **Action** | What starts it: **Price** (a level), **Schedule** (a time), **Alert**, or **Both**. |\n| **Trade** | Stock symbol, **Options** or **Stock**, the **Contract** (call or put, strike, expiry, contracts), the **Entry** (order type, price), and the **Exit** (stop loss, take profit, order type). |\n\nTrading always lets you **check first, then place**: the **Preview** tab shows\nexactly what will be set up, and **Create trigger** places it."},{"id":"dashboard-templates","title":"Templates","group":"Using the dashboard","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-templates","md":"# Templates\n\nThe Templates tab is a shelf of ready made setups you can add in a couple of\nclicks. Filter by **Stocks**, **Options**, or **Both**. Each card is marked by\nkind: **Workflow**, **Task**, **Alert**, **Strategy**, or **Trigger**.\n\n![The templates shelf with cards you can filter and import](/atlas/docs/templates.png)\n\n- **Read more** shows a template's tools, rules, and exit before you add it.\n- Importing a **workflow** makes a **copy** in your Workflows tab. Link your broker\n  and set your size, then turn it on.\n- Templates cover the whole toolkit: repeating **workflows**, one time **tasks**,\n  **alerts** that message you, reusable **strategies**, and **triggers** that set\n  up an order.\n\nSee [Workflows](#concept-workflows) for how copies and forks work."},{"id":"dashboard-performance","title":"Performance","group":"Using the dashboard","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-performance","md":"# Performance\n\nOpen **Performance** on any trading workflow to see how it has done.\n\n![The performance view: total profit, a line chart, and a table of trades](/atlas/docs/performance.png)\n\n- **Top numbers**: total profit or loss, win rate, and number of round trips.\n- **Table or calendar**: one row per close with the date, stock, side, amount, entry, exit, and profit or loss.\n- **Sync broker**: matches the rows to your broker in one go.\n\nEach workflow shows **its own** money at **your** size, so a copy shows its own\nresults, not the author's. Every close makes a row. If a number is not ready yet\n(a gap in prices or a manual close), it shows a dash instead of a blank."},{"id":"dashboard-chat","title":"Atlas Chat","group":"Using the dashboard","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-chat","md":"# Atlas Chat\n\nThe Chat tab is a full chat. Ask Atlas anything and it uses your tools, shows its\nthinking, and draws live charts and order previews right in the chat.\n\n![The Chat tab with the box to type in](/atlas/docs/chat.png)\n\n- **Type box**, ask a question and Atlas picks the tools it needs.\n- **Tool folds**, each tool it uses shows as a fold you can open to see what went in and out.\n- **Charts**, charts and trading views draw right in the chat.\n- **Ask first**, in ask mode Atlas waits for your OK before each tool. Switch to skip in [Profile](#dashboard-profile) to let it run tools without asking.\n\nYour chats and the ask or skip setting live in the [Profile](#dashboard-profile) tab."},{"id":"dashboard-profile","title":"Profile","group":"Using the dashboard","url":"https://www.mind-vest.io/atlas/setup-guide/dashboard-profile","md":"# Profile\n\nThe Profile tab holds your account settings and, most important, your key.\n\n![The Profile tab: plan, broker, look, and your key](/atlas/docs/profile.png)\n\n| Section | What is there |\n| --- | --- |\n| **Plan** | Your plan, how much you have used, and when it renews. See [Plans and how you get charged](#plans-and-billing). |\n| **Broker** | Link and manage your broker for trading. |\n| **Discord** | Link Discord to get workflow and trade messages. |\n| **Look** | Light or dark mode. |\n| **Chats** | Your saved [chats](#dashboard-chat) and the ask or skip setting. |\n| **Key** | Copy or make a new key for the [Web API](#authentication) and [command line](#cli-overview). |\n\n:::warning\nYour key can place real orders with a linked broker. Keep it secret, and make a\nnew one here if it ever leaks.\n:::"},{"id":"mcp-overview","title":"MCP overview","group":"MCP (chat apps)","url":"https://www.mind-vest.io/atlas/setup-guide/mcp-overview","md":"# Atlas in your chat app (MCP)\n\nAtlas plugs into chat apps like ChatGPT, Claude, and Cursor. You do not install\nanything. You add one link, sign in once, and your assistant can use every Atlas\ntool.\n\n## The link\n\n```text\nhttps://atlasmcp.finmanagerai.com/mcp\n```\n\nYou sign in with Email, Google, or Discord.\n\n## Three ways to use the same tools\n\nThere is one set of tools behind three doors. Pick whichever fits you.\n\n| Way | How you call a tool | Sign in with |\n| --- | --- | --- |\n| Chat app (MCP) | The assistant uses the tool by name, like `Stock-Quote` | Sign in link |\n| Web API | `POST /api/v1/tools/get_stock_quote` | Your key |\n| CLI | `atlas stock-quote --symbol AAPL` | Your key |\n\nThe name the assistant uses and the name in the API and CLI point to the same\nthing. So anything you learn in the [Web API](#api-overview) works here too.\n\n## Set it up\n\nSee [Connect Atlas](#connect-overview) for step by step help with\n[ChatGPT](#connect-chatgpt), [Claude](#connect-claude),\n[Discord](#connect-discord), and [Cursor and others](#connect-other)."},{"id":"mcp-tools","title":"All tools (chat app)","group":"MCP (chat apps)","url":"https://www.mind-vest.io/atlas/setup-guide/mcp-tools","md":"# All tools in your chat app\n\nOnce Atlas is connected, ask your assistant to use any of these. The name on the\nleft is what the assistant calls the tool.\n\n## Stocks\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `Multi-Timeframe-Price-Overview` | Free | Daily / weekly / monthly snapshot in one image. |\n| `Price-Data-OHLCV` | Free | Historical OHLCV bars. |\n| `Price-Chart` | Free | Candlestick price chart with overlays. |\n| `Stock-Quote` | Free | Latest quote for a symbol. |\n\n## Options\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `Option-Expiration-Dates` | Premium | Available expirations for a symbol. |\n| `Options-Chain` | Premium | Full options chain for an expiration. |\n| `Single-Option-Quote` | Premium | Bid/ask/IV/greeks for one contract. |\n| `Historical-Contract-Greeks` | Premium | Day-by-day price history and greeks for ONE option contract, bid/ask/mid, the underlying's price, days to expiry, IV, delta, gamma, theta, vanna. Up to 90 trading days per call. |\n\n## Greek Exposure\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `Greek-Exposure-Multi-Expiration` | Premium | Net Gamma / Delta / Vanna / Theta exposure DATA grid across MULTIPLE expirations for one symbol, OI-weighted per-strike numbers (no chart). Sibling of Greek-Exposure-Single-Expiration (same data, one date) and Greek-Exposure-Heatmap (same numbers rendered as PNG). |\n| `Greek-Exposure-Single-Expiration` | Premium | Greek exposures for ONE expiration date only, guaranteed single-chain fetch. Use when the caller knows the date (0DTE, weekly, monthly OPEX, dated event). |\n| `Greek-Exposure-Heatmap` | Premium | Heatmaps for one or more greeks in a single call. Pass greeks=[\"gamma\",\"delta\",\"vanna\",\"theta\"] (any subset). Returns one PNG per requested greek. |\n| `Net-Exposure-Charts` | Premium | Net exposure bar charts for one or more greeks. metrics=[\"net_gex\",\"net_dex\",\"net_vex\",\"net_tex\"]. Returns one PNG per metric. |\n\n## Options Flow\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `Top-Volume-and-OI-Contracts` | Premium | Top contracts by volume / OI as data. |\n| `Volume-and-OI-Charts` | Premium | Top-volume and/or open-interest charts. types=[\"vol\",\"oi\",\"vol_oi\"]. Returns one PNG per requested type. |\n| `Options-Flow` | Premium | Stored option-trade tape filtered by side / type / premium / size / time window. Omit symbol for the top-N cross-universe ranking. |\n| `Options-Flow-Contract` | Premium | Per-hour premium histogram for ONE contract (open / close stack). Reads strictly from the flow archive cache, never pulls fresh chain. |\n\n## Charts\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `Chart-Vision-Analysis` | Premium | AI vision analysis of a chart image. |\n| `Multi-Chart-View` | Free / Premium | Multi-timeframe charts side-by-side. |\n\n## Fundamentals\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `Balance-Sheet` | Free | Latest balance sheet. |\n| `Financial-Metrics` | Free | Headline valuation + profitability metrics. |\n| `Income-Statement` | Free | Latest income statement. |\n\n## Estimates\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `Analyst-Price-Targets` | Free | Consensus price targets. |\n| `EPS-Estimates` | Free | Consensus EPS estimates. |\n| `EPS-Trend` | Free | EPS estimate trend. |\n| `Growth-Estimates` | Free | Growth estimates summary. |\n| `Revenue-Estimates` | Free | Consensus revenue estimates. |\n\n## Calendar\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `Earnings-Calendar` | Free | Upcoming earnings releases. |\n| `Earnings-Dates` | Free | Earnings dates for a symbol. |\n| `IPO-Calendar` | Free | Upcoming IPOs. |\n\n## Ownership\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `Insider-Transactions` | Free | Recent insider buys / sells. |\n| `Institutional-Holders` | Free | Top institutional holders. |\n| `SEC-Filings` | Free | Recent SEC filings. |\n| `Senate-Lobbying-Data` | Free | Congressional trading / lobbying activity. |\n\n## Brokerage\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `Account-Balances` | Free | Cash, buying power, equity for an account. |\n| `Account-Holdings` | Premium | Positions in one linked account. |\n| `Account-Symbol-Lookup` | Premium | Resolve a ticker inside a linked account. |\n| `All-Account-Holdings` | Premium | Positions across every linked account. |\n| `Broker-Connections` | Premium | List linked brokerage accounts. |\n| `Transaction-History` | Premium | Transaction history with optional date range. |\n\n## Trading: Orders\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `Delete-Preview-Order` | Free | Discard a staged preview. |\n| `List-Preview-Orders` | Free | List staged previews not yet placed. |\n| `Place-Order` | Premium | Submit a previously previewed order. |\n| `Preview-Multiple-Orders` | Free | Stage several orders at once. |\n| `Preview-Order` | Free | Stage an order for review without sending it to the broker. |\n\n## Trading: Triggers\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `Create-Trading-Trigger` | Premium | Create a price / condition-based trigger. |\n| `Delete-Trading-Trigger` | Premium | Permanently delete a trigger. |\n| `List-Fired-Triggers` | Free | List triggers that already fired. |\n| `List-Trading-Triggers` | Free | List active and paused triggers. |\n| `Preview-Trading-Trigger` | Free | Preview a trigger before creating it. |\n| `Reactivate-Trigger` | Premium | Reactivate a fired trigger. |\n| `Update-Trading-Trigger` | Premium | Update a trigger (pause / retarget). |\n\n## Strategy\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `Autofetch-Strategy` | Premium | Auto-pick the best-matching strategy. |\n| `Fetch-Strategy` | Premium | Load one strategy by id. |\n| `List-Strategy` | Premium | List your strategies. |\n| `Strategy-Create` | Premium | Create a new strategy. |\n| `Strategy-Import` | Premium | Copy a public strategy into your account. |\n| `Strategy-Open` | Premium | Open the user’s primary strategy. |\n| `Strategy-Preview` | Premium | Preview proposed strategy edits. |\n| `Strategy-Save-Instructions` | Premium | Save strategy-selection instructions. |\n| `Strategy-Update` | Premium | Save changes to an existing strategy. |\n\n## Workflow\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `List-Tool-Safety` | Free | List which tools are read-only / destructive. |\n| `Trigger-Workflow-Schema` | Free | Field schema for trigger / workflow rules. |\n| `Workflow-Apply-Updates` | Premium | Pull the latest revisions from the parent workflow into this subscribed copy. Use when revisions_behind > 0. |\n| `Workflow-Create` | Premium | Create a new perception workflow. |\n| `Workflow-Delete` | Premium | Permanently delete a workflow. |\n| `Workflow-Export` | Free | Export a workflow's full node-and-edge graph plus a self-describing markdown rendering. Read-only. |\n| `Workflow-Import` | Premium | Copy a public workflow into your account. |\n| `Workflow-List` | Free | Lightweight programmatic discovery, list every workflow you own with id / name / status / schedule. Read-only. Use before Workflow-Export / Workflow-Logs / Workflow-Run when you need an id. |\n| `Workflow-Logs` | Free | Read recent workflow runs. |\n| `Workflow-Open` | Free | Open a workflow for review / editing. |\n| `Workflow-Performance` | Free | Closed-trade performance for a workflow: per-trade PnL rows and aggregate Win Rate / Total PnL / win-loss-flat counts / calendar-style by_day map. |\n| `Workflow-Preview` | Free | Preview proposed workflow edits. |\n| `Workflow-Run` | Premium | Execute a workflow on demand. |\n| `Workflow-Update` | Premium | Save changes to a workflow. |\n\n## Account\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `Get-Instructions` | Free | Read your saved strategy-selection instructions. |\n| `Subscription-Status` | Free | Subscription tier, usage, remaining requests. |\n\n## Search\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `Fetch-URL` | Free | Fetch and summarize a URL. |\n| `Search` | Free | General Atlas search. |\n| `Web-Search` | Premium | Live web search for real-time news and facts, today's headlines, macro / geopolitical drivers, earnings, and current events, returned as a dated answer plus the source links it used. |\n| `Ticker-Symbol-Lookup` | Free | Resolve a company name to its ticker. |\n\n## Alerts\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `List-Alert-Types` | Premium | Catalog of alert types you can create, read this BEFORE Create-Alert to learn the conditions shape for each type. |\n| `List-Alerts` | Premium | Your streaming alerts. Active-only by default; pass active_only=false to include disarmed / cascade-paused. |\n| `Preview-Alert` | Premium | Dry-run an alert spec against the live tape, returns what would have matched without creating the alert. |\n| `Create-Alert` | Premium | Create a streaming alert that DMs Discord on fire and optionally arms a trigger / runs a workflow / places an order. ⚠️ Read List-Alert-Types first. |\n| `Update-Alert` | Premium | Patch an existing alert in place (rename, change conditions, retarget workflow_id, flip is_active, etc.). |\n| `Delete-Alert` | Premium | Soft-delete an alert by flipping is_active=false. The row stays for audit. |\n| `List-Stream-Subscriptions` | Premium | Active streaming subscriptions the worker is holding open (flow tape, option quote feeds), useful for debugging why an alert isn't firing. |\n\n## Tasks\n\n| Ask for | Plan | What it does |\n| --- | --- | --- |\n| `List-Tasks` | Free | List your TASKS (run-once automations). Each is 'upcoming' (active/paused, fires still ahead) or 'previous' (completed). |\n| `Create-Task` | Premium | Create a run-once task (a workflow that does not recur). Arm it with scheduled times (each fires once), an alert (fires once on the first match), or manual. |\n| `Update-Task` | Premium | Update a task you own, pass task_id plus a patch object of fields to change. patch.status 'paused' turns it off, 'active' turns it on. |\n| `Run-Task` | Premium | Run a task once, right now. |\n| `Delete-Task` | Premium | Delete a task you own. |\n"},{"id":"cli-overview","title":"CLI overview","group":"CLI","url":"https://www.mind-vest.io/atlas/setup-guide/cli-overview","md":"# Atlas CLI\n\nThe CLI lets you use Atlas from your computer's terminal. You sign in once, then\nrun any tool by typing its name.\n\nYou never write JSON. You just add settings as simple flags:\n\n```bash\natlas stock-quote --symbol SPY\n```\n\nThe CLI gets the tool list from the server on its own, so new tools show up\nwithout you doing anything. It comes in two versions that work the same way, one\nfor Node and one for Python. Both have no extra parts to install and both give\nyou the `atlas` command.\n\n## Tool names\n\nThe command is the tool name in small letters with dashes. `Stock-Quote`\nbecomes `stock-quote`. Type `atlas tools` to see them all, and\n`atlas <tool> --help` to see one tool's settings."},{"id":"cli-install","title":"Install","group":"CLI","url":"https://www.mind-vest.io/atlas/setup-guide/cli-install","md":"# Install\n\nBoth versions are named **`mindvest-atlas`** and both give you the `atlas`\ncommand.\n\n| Version | Install | Needs |\n| --- | --- | --- |\n| Node | `npm i -g mindvest-atlas` | Node 18 or newer |\n| Python | `pip install mindvest-atlas` | Python 3.8 or newer |\n\nCheck it worked:\n\n```bash\natlas --version\n```"},{"id":"cli-auth","title":"Sign in","group":"CLI","url":"https://www.mind-vest.io/atlas/setup-guide/cli-auth","md":"# Sign in\n\nSign in the same way the chat apps do. It opens your browser, you log in, and\nyou are set.\n\n```bash\natlas login       # opens your browser to sign in\natlas whoami      # shows who is signed in\natlas logout      # signs out\n```\n\nYour login is saved safely on your computer. It stays signed in and refreshes on\nits own, so you rarely log in again.\n\n## No browser (servers and scripts)\n\nYou can use a key instead of the browser. Use your dashboard **key** (see\n[Sign in and keys](#authentication)):\n\n```bash\natlas login --token <YOUR_KEY>    # save a key\nexport ATLAS_TOKEN=<YOUR_KEY>     # or set it for this shell\n```\n\nIf `ATLAS_TOKEN` is set, it is used first."},{"id":"cli-usage","title":"How to use it","group":"CLI","url":"https://www.mind-vest.io/atlas/setup-guide/cli-usage","md":"# How to use it\n\n## Find tools\n\n```bash\natlas tools                 # list every tool\natlas tools --search flow   # find tools by word\natlas <tool> --help         # see one tool's settings\n```\n\n## Call a tool\n\nAdd each setting as a flag:\n\n```bash\natlas stock-quote --symbol SPY\natlas options-chain --symbol SPY --expiration 2026-06-20\natlas price-chart --symbol SPY --out ./charts   # save chart pictures to a folder\n```\n\n- Flag names use dashes. `--from-date` becomes `from_date` in the request.\n- For a setting inside another setting, use a dot: `--updates.is-active true`.\n- For a list, repeat the flag: `--tools Stock-Quote --tools Options-Chain`.\n\n## Build and run automations\n\n```bash\n# Workflows (repeat on a schedule)\natlas workflow-list\natlas workflow-create --name \"SPY GEX signal\" --schedule \"30 9 * * 1-5\" \\\n  --tools Stock-Quote --instruction \"Every morning, check SPY net gamma\" --status active\natlas workflow-run --workflow-id <id>\n\n# Tasks (run one time)\natlas list-tasks\natlas create-task --name \"Close SPY 3:55\" \\\n  --instruction \"Close my SPY position\" --schedule-times 15:55\natlas run-task --task-id <id>\n\n# Alerts\natlas list-alerts\natlas create-alert --name \"SPY sweeps\" --symbol SPY --alert-type flow \\\n  --conditions.min-premium 50000 --conditions.side call\n```\n\n## Watch live feeds\n\n```bash\natlas alerts --symbol SPY --name greek_exposure\natlas flow stream --symbol NVDA\n```"},{"id":"cli-tools","title":"All tools (CLI)","group":"CLI","url":"https://www.mind-vest.io/atlas/setup-guide/cli-tools","md":"# All tools in the CLI\n\nEvery tool, grouped by area. Type the command shown and add settings as flags.\n\n## Stocks\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas multi-timeframe-price-overview` | Free | Daily / weekly / monthly snapshot in one image. |\n| `atlas price-data-ohlcv` | Free | Historical OHLCV bars. |\n| `atlas price-chart` | Free | Candlestick price chart with overlays. |\n| `atlas stock-quote` | Free | Latest quote for a symbol. |\n\n## Options\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas option-expiration-dates` | Premium | Available expirations for a symbol. |\n| `atlas options-chain` | Premium | Full options chain for an expiration. |\n| `atlas single-option-quote` | Premium | Bid/ask/IV/greeks for one contract. |\n| `atlas historical-contract-greeks` | Premium | Day-by-day price history and greeks for ONE option contract, bid/ask/mid, the underlying's price, days to expiry, IV, delta, gamma, theta, vanna. Up to 90 trading days per call. |\n\n## Greek Exposure\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas greek-exposure-multi-expiration` | Premium | Net Gamma / Delta / Vanna / Theta exposure DATA grid across MULTIPLE expirations for one symbol, OI-weighted per-strike numbers (no chart). Sibling of Greek-Exposure-Single-Expiration (same data, one date) and Greek-Exposure-Heatmap (same numbers rendered as PNG). |\n| `atlas greek-exposure-single-expiration` | Premium | Greek exposures for ONE expiration date only, guaranteed single-chain fetch. Use when the caller knows the date (0DTE, weekly, monthly OPEX, dated event). |\n| `atlas greek-exposure-heatmap` | Premium | Heatmaps for one or more greeks in a single call. Pass greeks=[\"gamma\",\"delta\",\"vanna\",\"theta\"] (any subset). Returns one PNG per requested greek. |\n| `atlas net-exposure-charts` | Premium | Net exposure bar charts for one or more greeks. metrics=[\"net_gex\",\"net_dex\",\"net_vex\",\"net_tex\"]. Returns one PNG per metric. |\n\n## Options Flow\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas top-volume-and-oi-contracts` | Premium | Top contracts by volume / OI as data. |\n| `atlas volume-and-oi-charts` | Premium | Top-volume and/or open-interest charts. types=[\"vol\",\"oi\",\"vol_oi\"]. Returns one PNG per requested type. |\n| `atlas options-flow` | Premium | Stored option-trade tape filtered by side / type / premium / size / time window. Omit symbol for the top-N cross-universe ranking. |\n| `atlas options-flow-contract` | Premium | Per-hour premium histogram for ONE contract (open / close stack). Reads strictly from the flow archive cache, never pulls fresh chain. |\n\n## Charts\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas chart-vision-analysis` | Premium | AI vision analysis of a chart image. |\n| `atlas multi-chart-view` | Free / Premium | Multi-timeframe charts side-by-side. |\n\n## Fundamentals\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas balance-sheet` | Free | Latest balance sheet. |\n| `atlas financial-metrics` | Free | Headline valuation + profitability metrics. |\n| `atlas income-statement` | Free | Latest income statement. |\n\n## Estimates\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas analyst-price-targets` | Free | Consensus price targets. |\n| `atlas eps-estimates` | Free | Consensus EPS estimates. |\n| `atlas eps-trend` | Free | EPS estimate trend. |\n| `atlas growth-estimates` | Free | Growth estimates summary. |\n| `atlas revenue-estimates` | Free | Consensus revenue estimates. |\n\n## Calendar\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas earnings-calendar` | Free | Upcoming earnings releases. |\n| `atlas earnings-dates` | Free | Earnings dates for a symbol. |\n| `atlas ipo-calendar` | Free | Upcoming IPOs. |\n\n## Ownership\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas insider-transactions` | Free | Recent insider buys / sells. |\n| `atlas institutional-holders` | Free | Top institutional holders. |\n| `atlas sec-filings` | Free | Recent SEC filings. |\n| `atlas senate-lobbying-data` | Free | Congressional trading / lobbying activity. |\n\n## Brokerage\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas account-balances` | Free | Cash, buying power, equity for an account. |\n| `atlas account-holdings` | Premium | Positions in one linked account. |\n| `atlas account-symbol-lookup` | Premium | Resolve a ticker inside a linked account. |\n| `atlas all-account-holdings` | Premium | Positions across every linked account. |\n| `atlas broker-connections` | Premium | List linked brokerage accounts. |\n| `atlas transaction-history` | Premium | Transaction history with optional date range. |\n\n## Trading: Orders\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas delete-preview-order` | Free | Discard a staged preview. |\n| `atlas list-preview-orders` | Free | List staged previews not yet placed. |\n| `atlas place-order` | Premium | Submit a previously previewed order. |\n| `atlas preview-multiple-orders` | Free | Stage several orders at once. |\n| `atlas preview-order` | Free | Stage an order for review without sending it to the broker. |\n\n## Trading: Triggers\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas create-trading-trigger` | Premium | Create a price / condition-based trigger. |\n| `atlas delete-trading-trigger` | Premium | Permanently delete a trigger. |\n| `atlas list-fired-triggers` | Free | List triggers that already fired. |\n| `atlas list-trading-triggers` | Free | List active and paused triggers. |\n| `atlas preview-trading-trigger` | Free | Preview a trigger before creating it. |\n| `atlas reactivate-trigger` | Premium | Reactivate a fired trigger. |\n| `atlas update-trading-trigger` | Premium | Update a trigger (pause / retarget). |\n\n## Strategy\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas autofetch-strategy` | Premium | Auto-pick the best-matching strategy. |\n| `atlas fetch-strategy` | Premium | Load one strategy by id. |\n| `atlas list-strategy` | Premium | List your strategies. |\n| `atlas strategy-create` | Premium | Create a new strategy. |\n| `atlas strategy-import` | Premium | Copy a public strategy into your account. |\n| `atlas strategy-open` | Premium | Open the user’s primary strategy. |\n| `atlas strategy-preview` | Premium | Preview proposed strategy edits. |\n| `atlas strategy-save-instructions` | Premium | Save strategy-selection instructions. |\n| `atlas strategy-update` | Premium | Save changes to an existing strategy. |\n\n## Workflow\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas list-tool-safety` | Free | List which tools are read-only / destructive. |\n| `atlas trigger-workflow-schema` | Free | Field schema for trigger / workflow rules. |\n| `atlas workflow-apply-updates` | Premium | Pull the latest revisions from the parent workflow into this subscribed copy. Use when revisions_behind > 0. |\n| `atlas workflow-create` | Premium | Create a new perception workflow. |\n| `atlas workflow-delete` | Premium | Permanently delete a workflow. |\n| `atlas workflow-export` | Free | Export a workflow's full node-and-edge graph plus a self-describing markdown rendering. Read-only. |\n| `atlas workflow-import` | Premium | Copy a public workflow into your account. |\n| `atlas workflow-list` | Free | Lightweight programmatic discovery, list every workflow you own with id / name / status / schedule. Read-only. Use before Workflow-Export / Workflow-Logs / Workflow-Run when you need an id. |\n| `atlas workflow-logs` | Free | Read recent workflow runs. |\n| `atlas workflow-open` | Free | Open a workflow for review / editing. |\n| `atlas workflow-performance` | Free | Closed-trade performance for a workflow: per-trade PnL rows and aggregate Win Rate / Total PnL / win-loss-flat counts / calendar-style by_day map. |\n| `atlas workflow-preview` | Free | Preview proposed workflow edits. |\n| `atlas workflow-run` | Premium | Execute a workflow on demand. |\n| `atlas workflow-update` | Premium | Save changes to a workflow. |\n\n## Account\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas get-instructions` | Free | Read your saved strategy-selection instructions. |\n| `atlas subscription-status` | Free | Subscription tier, usage, remaining requests. |\n\n## Search\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas fetch-url` | Free | Fetch and summarize a URL. |\n| `atlas search` | Free | General Atlas search. |\n| `atlas web-search` | Premium | Live web search for real-time news and facts, today's headlines, macro / geopolitical drivers, earnings, and current events, returned as a dated answer plus the source links it used. |\n| `atlas ticker-symbol-lookup` | Free | Resolve a company name to its ticker. |\n\n## Alerts\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas list-alert-types` | Premium | Catalog of alert types you can create, read this BEFORE Create-Alert to learn the conditions shape for each type. |\n| `atlas list-alerts` | Premium | Your streaming alerts. Active-only by default; pass active_only=false to include disarmed / cascade-paused. |\n| `atlas preview-alert` | Premium | Dry-run an alert spec against the live tape, returns what would have matched without creating the alert. |\n| `atlas create-alert` | Premium | Create a streaming alert that DMs Discord on fire and optionally arms a trigger / runs a workflow / places an order. ⚠️ Read List-Alert-Types first. |\n| `atlas update-alert` | Premium | Patch an existing alert in place (rename, change conditions, retarget workflow_id, flip is_active, etc.). |\n| `atlas delete-alert` | Premium | Soft-delete an alert by flipping is_active=false. The row stays for audit. |\n| `atlas list-stream-subscriptions` | Premium | Active streaming subscriptions the worker is holding open (flow tape, option quote feeds), useful for debugging why an alert isn't firing. |\n\n## Tasks\n\n| Command | Plan | What it does |\n| --- | --- | --- |\n| `atlas list-tasks` | Free | List your TASKS (run-once automations). Each is 'upcoming' (active/paused, fires still ahead) or 'previous' (completed). |\n| `atlas create-task` | Premium | Create a run-once task (a workflow that does not recur). Arm it with scheduled times (each fires once), an alert (fires once on the first match), or manual. |\n| `atlas update-task` | Premium | Update a task you own, pass task_id plus a patch object of fields to change. patch.status 'paused' turns it off, 'active' turns it on. |\n| `atlas run-task` | Premium | Run a task once, right now. |\n| `atlas delete-task` | Premium | Delete a task you own. |\n"},{"id":"api-overview","title":"Overview","group":"Web API","url":"https://www.mind-vest.io/atlas/setup-guide/api-overview","md":"# Web API\n\nYou can call every Atlas tool with a normal web request. This is the way to use\nAtlas from your own code or a script.\n\n## Where to send it\n\n```text\nhttps://atlasmcp.finmanagerai.com\n```\n\n## How to call any tool\n\nSend a **POST** to `/api/v1/tools/<tool-name>`. Put the tool's settings in the\nbody as JSON. Add your key in the header.\n\n```bash\nexport ATLAS_BASE_URL=\"https://atlasmcp.finmanagerai.com\"\nexport ATLAS_KEY=\"<your key>\"\n\ncurl -sS -X POST \"$ATLAS_BASE_URL/api/v1/tools/get_stock_quote\" \\\n  -H \"Authorization: Bearer $ATLAS_KEY\" \\\n  -H \"Content-Type: application/json\" \\\n  -d '{\"symbol\":\"AAPL\"}'\n```\n\n## What comes back\n\nYou get JSON back. Data tools give you the fields for that tool plus the time.\nChart tools give you an `images` list, and each image has its picture data.\nIf something goes wrong you get an error message and a non-200 code.\n\n## Get the full list in code\n\n```bash\ncurl -sS -H \"Authorization: Bearer $ATLAS_KEY\" \"$ATLAS_BASE_URL/api/v1/tools\"\n```\n\nOr open [/atlas-tools.json](/atlas-tools.json).\n\n## Plans and limits\n\n- **Free** tools work on any plan. They are limited to **60 calls a minute**.\n- **Premium** tools need a paid plan and use one of your monthly requests each.\n- See [Plans and how you get charged](#plans-and-billing) for the full picture,\n  including how a live trade that Atlas later changes uses one more request.\n\n:::warning\nYour key is a secret. Anyone who has it can use tools on your account and, for\ntrading tools, place real orders with your broker. Never put it in a web page or\nshare it. You can make a new one anytime from the dashboard.\n:::\n\nThere are **92 tools**. The list below shows the address for each one,\nwhether it is free, and what it does."},{"id":"api-tools","title":"All tools (Web API)","group":"Web API","url":"https://www.mind-vest.io/atlas/setup-guide/api-tools","md":"# All tools over the web\n\nEvery tool, grouped by area. Send a **POST** to the address shown, with your key\nin the header (see [how to call any tool](#api-overview)).\n\n## Stocks\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/visualize_price_overview` | Free | Daily / weekly / monthly snapshot in one image. |\n| `POST /api/v1/tools/get_price_data` | Free | Historical OHLCV bars. |\n| `POST /api/v1/tools/visualize_price_chart` | Free | Candlestick price chart with overlays. |\n| `POST /api/v1/tools/get_stock_quote` | Free | Latest quote for a symbol. |\n\n## Options\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/get_option_expirations` | Premium | Available expirations for a symbol. |\n| `POST /api/v1/tools/get_options_chain` | Premium | Full options chain for an expiration. |\n| `POST /api/v1/tools/get_single_option_quote` | Premium | Bid/ask/IV/greeks for one contract. |\n| `POST /api/v1/tools/get_historical_contract_greeks` | Premium | Day-by-day price history and greeks for ONE option contract, bid/ask/mid, the underlying's price, days to expiry, IV, delta, gamma, theta, vanna. Up to 90 trading days per call. |\n\n## Greek Exposure\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/analyze_greek_exposures` | Premium | Net Gamma / Delta / Vanna / Theta exposure DATA grid across MULTIPLE expirations for one symbol, OI-weighted per-strike numbers (no chart). Sibling of Greek-Exposure-Single-Expiration (same data, one date) and Greek-Exposure-Heatmap (same numbers rendered as PNG). |\n| `POST /api/v1/tools/greek_exposure_single_expiration` | Premium | Greek exposures for ONE expiration date only, guaranteed single-chain fetch. Use when the caller knows the date (0DTE, weekly, monthly OPEX, dated event). |\n| `POST /api/v1/tools/greek_exposure_heatmap` | Premium | Heatmaps for one or more greeks in a single call. Pass greeks=[\"gamma\",\"delta\",\"vanna\",\"theta\"] (any subset). Returns one PNG per requested greek. |\n| `POST /api/v1/tools/net_exposure_charts` | Premium | Net exposure bar charts for one or more greeks. metrics=[\"net_gex\",\"net_dex\",\"net_vex\",\"net_tex\"]. Returns one PNG per metric. |\n\n## Options Flow\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/get_volume_oi_data` | Premium | Top contracts by volume / OI as data. |\n| `POST /api/v1/tools/volume_and_oi_charts` | Premium | Top-volume and/or open-interest charts. types=[\"vol\",\"oi\",\"vol_oi\"]. Returns one PNG per requested type. |\n| `POST /api/v1/tools/get_options_flow` | Premium | Stored option-trade tape filtered by side / type / premium / size / time window. Omit symbol for the top-N cross-universe ranking. |\n| `POST /api/v1/tools/get_options_flow_contract` | Premium | Per-hour premium histogram for ONE contract (open / close stack). Reads strictly from the flow archive cache, never pulls fresh chain. |\n\n## Charts\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/Vision_Analysis` | Premium | AI vision analysis of a chart image. |\n| `POST /api/v1/tools/visualize_multi` | Free / Premium | Multi-timeframe charts side-by-side. |\n\n## Fundamentals\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/get_balance_sheet` | Free | Latest balance sheet. |\n| `POST /api/v1/tools/get_basic_financials` | Free | Headline valuation + profitability metrics. |\n| `POST /api/v1/tools/get_income_statement` | Free | Latest income statement. |\n\n## Estimates\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/get_analyst_price_targets` | Free | Consensus price targets. |\n| `POST /api/v1/tools/get_earnings_estimates` | Free | Consensus EPS estimates. |\n| `POST /api/v1/tools/get_eps_trend` | Free | EPS estimate trend. |\n| `POST /api/v1/tools/get_growth_estimates` | Free | Growth estimates summary. |\n| `POST /api/v1/tools/get_revenue_estimates` | Free | Consensus revenue estimates. |\n\n## Calendar\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/get_earnings_calendar` | Free | Upcoming earnings releases. |\n| `POST /api/v1/tools/get_earnings_dates` | Free | Earnings dates for a symbol. |\n| `POST /api/v1/tools/get_ipo_calendar` | Free | Upcoming IPOs. |\n\n## Ownership\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/get_insider_transactions` | Free | Recent insider buys / sells. |\n| `POST /api/v1/tools/get_institutional_holders` | Free | Top institutional holders. |\n| `POST /api/v1/tools/get_sec_filings` | Free | Recent SEC filings. |\n| `POST /api/v1/tools/get_senate_lobbying` | Free | Congressional trading / lobbying activity. |\n\n## Brokerage\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/get_account_balances` | Free | Cash, buying power, equity for an account. |\n| `POST /api/v1/tools/get_holdings` | Premium | Positions in one linked account. |\n| `POST /api/v1/tools/get_account_symbol` | Premium | Resolve a ticker inside a linked account. |\n| `POST /api/v1/tools/get_all_holdings` | Premium | Positions across every linked account. |\n| `POST /api/v1/tools/list_broker_connections` | Premium | List linked brokerage accounts. |\n| `POST /api/v1/tools/get_transactions` | Premium | Transaction history with optional date range. |\n\n## Trading: Orders\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/delete_preview_order` | Free | Discard a staged preview. |\n| `POST /api/v1/tools/list_preview_orders` | Free | List staged previews not yet placed. |\n| `POST /api/v1/tools/place_order` | Premium | Submit a previously previewed order. |\n| `POST /api/v1/tools/preview_multiple_orders` | Free | Stage several orders at once. |\n| `POST /api/v1/tools/preview_order` | Free | Stage an order for review without sending it to the broker. |\n\n## Trading: Triggers\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/create_trading_trigger` | Premium | Create a price / condition-based trigger. |\n| `POST /api/v1/tools/delete_trading_trigger` | Premium | Permanently delete a trigger. |\n| `POST /api/v1/tools/list_fired_triggers` | Free | List triggers that already fired. |\n| `POST /api/v1/tools/list_trading_triggers` | Free | List active and paused triggers. |\n| `POST /api/v1/tools/preview_trading_trigger` | Free | Preview a trigger before creating it. |\n| `POST /api/v1/tools/reactivate_trigger` | Premium | Reactivate a fired trigger. |\n| `POST /api/v1/tools/update_trading_trigger` | Premium | Update a trigger (pause / retarget). |\n\n## Strategy\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/autofetch_strategy` | Premium | Auto-pick the best-matching strategy. |\n| `POST /api/v1/tools/fetch_strategy` | Premium | Load one strategy by id. |\n| `POST /api/v1/tools/list_strategy` | Premium | List your strategies. |\n| `POST /api/v1/tools/create_strategy` | Premium | Create a new strategy. |\n| `POST /api/v1/tools/strategy_import` | Premium | Copy a public strategy into your account. |\n| `POST /api/v1/tools/open_strategy` | Premium | Open the user’s primary strategy. |\n| `POST /api/v1/tools/strategy_preview` | Premium | Preview proposed strategy edits. |\n| `POST /api/v1/tools/save_strategy_instructions` | Premium | Save strategy-selection instructions. |\n| `POST /api/v1/tools/update_strategy` | Premium | Save changes to an existing strategy. |\n\n## Workflow\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/list_tool_safety` | Free | List which tools are read-only / destructive. |\n| `POST /api/v1/tools/trigger_workflow_schema` | Free | Field schema for trigger / workflow rules. |\n| `POST /api/v1/tools/workflow_apply_updates` | Premium | Pull the latest revisions from the parent workflow into this subscribed copy. Use when revisions_behind > 0. |\n| `POST /api/v1/tools/workflow_create` | Premium | Create a new perception workflow. |\n| `POST /api/v1/tools/workflow_delete` | Premium | Permanently delete a workflow. |\n| `POST /api/v1/tools/workflow_export` | Free | Export a workflow's full node-and-edge graph plus a self-describing markdown rendering. Read-only. |\n| `POST /api/v1/tools/workflow_import` | Premium | Copy a public workflow into your account. |\n| `POST /api/v1/tools/workflow_list` | Free | Lightweight programmatic discovery, list every workflow you own with id / name / status / schedule. Read-only. Use before Workflow-Export / Workflow-Logs / Workflow-Run when you need an id. |\n| `POST /api/v1/tools/workflow_logs` | Free | Read recent workflow runs. |\n| `POST /api/v1/tools/workflow_open` | Free | Open a workflow for review / editing. |\n| `POST /api/v1/tools/workflow_performance` | Free | Closed-trade performance for a workflow: per-trade PnL rows and aggregate Win Rate / Total PnL / win-loss-flat counts / calendar-style by_day map. |\n| `POST /api/v1/tools/workflow_preview` | Free | Preview proposed workflow edits. |\n| `POST /api/v1/tools/workflow_run` | Premium | Execute a workflow on demand. |\n| `POST /api/v1/tools/workflow_update` | Premium | Save changes to a workflow. |\n\n## Account\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/get_instructions` | Free | Read your saved strategy-selection instructions. |\n| `POST /api/v1/tools/get_subscription_status` | Free | Subscription tier, usage, remaining requests. |\n\n## Search\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/fetch` | Free | Fetch and summarize a URL. |\n| `POST /api/v1/tools/search` | Free | General Atlas search. |\n| `POST /api/v1/tools/web_search` | Premium | Live web search for real-time news and facts, today's headlines, macro / geopolitical drivers, earnings, and current events, returned as a dated answer plus the source links it used. |\n| `POST /api/v1/tools/resolve_ticker` | Free | Resolve a company name to its ticker. |\n\n## Alerts\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/list_alert_types` | Premium | Catalog of alert types you can create, read this BEFORE Create-Alert to learn the conditions shape for each type. |\n| `POST /api/v1/tools/list_alerts` | Premium | Your streaming alerts. Active-only by default; pass active_only=false to include disarmed / cascade-paused. |\n| `POST /api/v1/tools/preview_alert` | Premium | Dry-run an alert spec against the live tape, returns what would have matched without creating the alert. |\n| `POST /api/v1/tools/create_alert` | Premium | Create a streaming alert that DMs Discord on fire and optionally arms a trigger / runs a workflow / places an order. ⚠️ Read List-Alert-Types first. |\n| `POST /api/v1/tools/update_alert` | Premium | Patch an existing alert in place (rename, change conditions, retarget workflow_id, flip is_active, etc.). |\n| `POST /api/v1/tools/delete_alert` | Premium | Soft-delete an alert by flipping is_active=false. The row stays for audit. |\n| `POST /api/v1/tools/list_stream_subscriptions` | Premium | Active streaming subscriptions the worker is holding open (flow tape, option quote feeds), useful for debugging why an alert isn't firing. |\n\n## Tasks\n\n| Endpoint | Plan | What it does |\n| --- | --- | --- |\n| `POST /api/v1/tools/list_tasks` | Free | List your TASKS (run-once automations). Each is 'upcoming' (active/paused, fires still ahead) or 'previous' (completed). |\n| `POST /api/v1/tools/create_task` | Premium | Create a run-once task (a workflow that does not recur). Arm it with scheduled times (each fires once), an alert (fires once on the first match), or manual. |\n| `POST /api/v1/tools/update_task` | Premium | Update a task you own, pass task_id plus a patch object of fields to change. patch.status 'paused' turns it off, 'active' turns it on. |\n| `POST /api/v1/tools/run_task` | Premium | Run a task once, right now. |\n| `POST /api/v1/tools/delete_task` | Premium | Delete a task you own. |\n"}]}