Make or edit a workflow
Click New workflow (or open a card) to open the form. It has six steps across the top: Basics, Schedule, Tools, Reasoning, Trades, Notify. The same form is used to make and to edit. You can save from any step.
Basics: name, job, broker
| Field | What it does |
|---|---|
| Workflow name | A short name for the card and history. |
| 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). |
| Start paused or active? | On workflows run on their own on their schedule or alert. |
| Sharing | Private (only you) or Public (others can find and import it). |
| Which broker should it trade in? | The linked account orders go to (Trading mode). |
Schedule: when it runs
Pick how it starts: a Schedule (a set time), an Alert (when a market alert goes off), or Both. Then set the time or alert, the timezone, and a Max runs per day. Hitting the limit pauses it until the next trading day. Running it by hand is always allowed.
On a copy, the timing comes from the author. You can still add your own alert. It messages you on your own window without changing the copy.
Tools: what Atlas looks at
Pick the market data tools Atlas can use on each run: quotes, the options chain, gamma, flow, charts, company numbers, and more. The workflow only looks with these. It does not trade from this list (you set trading in the Trades step).
Reasoning: your rules
Write the rules, the plan in your own words that Atlas follows every run. You can also point it at a strategy and set how hard it thinks.
Trades: what it trades
One card per stock Atlas might trade. Lock in what you want fixed and let Atlas pick the rest (each field is set to AI by default. Tap to set a fixed value):
| Group | Fields |
|---|---|
| What to trade | Stock symbol, Options or Stock. |
| Contract | Call or put, strike, expiry, number of contracts. Each can be AI or fixed. |
| Entry | One buy or several, order type, price to enter. |
| Exit | How to exit, stop loss, and a single take profit or a scale out ladder. |
On a copy, the size and the stop loss and take profit are yours. You can change them and stay linked. Change the rules, the tools, or the core exit and the copy becomes your own.
Notify: how it tells you
Turn on a Discord message after every run and pick how it reads. Order messages show the entry and exit prices, why it exited (stopped out, take profit, AI exit, or time), and the profit or loss.