{ "name": "Atlas Templates", "description": "Machine-readable catalog of every Atlas template (workflows, strategies, alerts and triggers) shown on the public Atlas Templates page. Each template includes its setup prompt, tools and configured parameters, trade triggers, alert/trigger form drafts, a sample answer and baked performance — enough for an AI agent to discover and reproduce a setup.", "site": "https://www.mind-vest.io", "templates_page": "https://www.mind-vest.io/atlas/templates", "tools_catalog": "https://www.mind-vest.io/atlas-tools.json", "version": "1.0", "generated_at": "2026-06-08T00:46:39.507Z", "steps": [ "Templates", "Control" ], "control_levels": [ { "id": "analysis", "name": "Analysis", "blurb": "Atlas explains the setup, levels and full game plan — no order is placed.", "autonomy": 1, "ready": true }, { "id": "draft", "name": "Draft", "blurb": "Atlas builds the order — you tap to approve.", "autonomy": 2, "ready": false }, { "id": "auto", "name": "Auto", "blurb": "Atlas executes automatically from your rules.", "autonomy": 3, "ready": true } ], "activity_levels": [ { "id": "low", "name": "Low", "cadence": "A few setups per week", "best": [ "swing", "spread", "earnings" ], "best_label": "Swing · Spreads · Earnings" }, { "id": "medium", "name": "Medium", "cadence": "A few setups per day", "best": [ "gex", "flow", "swing" ], "best_label": "GEX · Flow · Swing" }, { "id": "high", "name": "High", "cadence": "Intraday, all session", "best": [ "0dte", "gex", "flow" ], "best_label": "0DTE · GEX Sniper · Flow Hunter" } ], "templates": [ { "id": "0dte", "slug": "intraday", "url": "https://www.mind-vest.io/atlas/templates/intraday", "name": "Intraday", "kind": "workflow", "tag": "Options", "blurb": "SPY / QQQ / SPX intraday setups.", "detail": "Same-day expiry momentum and mean-reversion setups on the index majors.", "tickers": [ "SPY", "QQQ", "SPX" ], "assets": [ "options" ], "ready": true, "setups": [ { "name": "0DTE QQQ Daily Setup", "ticker": "QQQ", "prompt": "Every morning, analyze QQQ by first using Net Gamma and Net Delta to identify the nearest important Greek support or resistance level, prioritizing only levels within 0%–0.5% of current price, then confirm direction with 5m and 15m chart vision using only VWAP, 9 EMA, 20 EMA, CVD/order flow. Classify positive gamma + positive delta as strongest support, negative gamma + negative delta as a weak zone with fast downside risk if lost, positive gamma + negative delta as sticky resistance, and negative gamma + positive delta as unstable support that can bounce but break hard. Let a large nearby Greek node override TA when it is clearly dominant and within 0.5%, but let TA override if price breaks the Greek level and cannot reclaim it. Use VWAP, 9 EMA, and 20 EMA to judge buyer/seller control, short-term trend direction, chop, and how price reacts when touching, losing, or reclaiming those levels. Use CVD/order flow to confirm whether buyers or sellers are actually applying pressure: rising CVD confirms bullish pressure, falling CVD confirms bearish pressure, price rising while CVD falls warns of weak upside/fakeout risk, and price falling while CVD rises warns of seller absorption/bounce risk. If price is chopping or oscillating slowly near the Greek node, if CVD is mixed/diverging, do not place entries too close to current price or inside the chop range. Require cleaner confirmation by placing the long entry a little bit above the chop/resistance area and the short entry a little below the chop/support area, using exact prices that are far enough from the current price to avoid false triggers but still realistic for QQQ intraday movement. Make sure to use Greeks, chart vision, CVD/order flow, and decreasing or increasing volume in the price chart to determine this. Entries are placed slightly away from the key level and never directly on support or resistance. Keep QQQ targets realistic and tight, usually 0.15%–0.2% from the confirmed entry or key level, such as gamma king node, past rejection, past bounce, VWAP/EMA reaction, or CVD-confirmed pressure zone. Profit are set to 40% and SL at -35%, and do not let long and short entry logic, overlap unless Greek analysis, TA, CVD/order flow, and chart vision clearly support it. before recommending contracts, check top option volume and open interest, then choose exactly one best call and one best put priced between $0.70 and $1.20 based on volume, OI, spread quality, Greeks, setup alignment, CVD/order-flow confirmation. Briefly explain why each was chosen. Include news only if it matters today, and keep the final alert short with current price, key Greek node, bias/chop note, CVD pressure notes, long setup, short setup, best call, best put, and a simple reason.", "tools": [ { "name": "Stock-Quote", "label": "Stock Quote", "description": "Latest quote for a symbol.", "category": "Stocks", "config": "symbol=QQQ" }, { "name": "Price-Chart", "label": "Price Chart (image)", "description": "Candlestick price chart with overlays.", "category": "Stocks", "config": "Price-Chart(\n symbol=\"QQQ\",\n interval=\"5m\",\n period=\"5d\",\n bars=40,\n indicators={\"ema\": [9, 20], \"vwap\": true, \"cvd\": true},\n platform=\"other\"\n)\nPrice-Chart(\n symbol=\"QQQ\",\n interval=\"15m\",\n period=\"5d\",\n bars=40,\n indicators={\"ema\": [9, 20], \"vwap\": true, \"cvd\": true},\n platform=\"other\"\n)" }, { "name": "Top-Volume-and-OI-Contracts", "label": "Top Volume & OI Contracts", "description": "Top contracts by volume / OI as data.", "category": "Options Flow", "config": "today_exp" }, { "name": "Chart-Vision-Analysis", "label": "Chart Vision Analysis", "description": "AI vision analysis of a chart image.", "category": "Charts", "config": "Pay attention to the sensitivity or what happens when the price touches the EMAs (9 and 20), CVD and the VWAP and also how the price has trended in the past (going up or down or chop). This can help strengthen entry, exit and take profits, pair this Greeks king node (either the most positive value or the most negative value)." }, { "name": "Net-Exposure-Charts", "label": "Net Exposure Charts", "description": "Net exposure bar charts for one or more greeks. metrics=[\"net_gex\",\"net_dex\",\"net_vex\",\"net_tex\"]. Returns one PNG per metric.", "category": "Greek Exposure", "config": "today_exp; symbol=QQQ\nmetrics=[\"net_gex\",\"net_dex\"]\ndate_range=\"0dte\"" } ], "triggers": [ { "label": "58c3f1ab", "symbol": "QQQ", "expiry": null, "strike": null, "option_type": "call", "asset_class": "option", "contracts": 5, "enter_side": "buy", "enter_order_type": "market", "enter_trigger_value": null, "enter_trigger_metric": "price", "enter_trigger_operator": null, "order_strategy": "bracket", "bracket_take_profit_limit_pct": 40, "bracket_stop_loss_stop_pct": -30, "cancels_labels": [ "8725fe38" ] }, { "label": "8725fe38", "symbol": "QQQ", "expiry": null, "strike": null, "option_type": "put", "asset_class": "option", "contracts": 5, "enter_side": "buy", "enter_order_type": "market", "enter_trigger_value": null, "enter_trigger_metric": "price", "enter_trigger_operator": null, "order_strategy": "bracket", "bracket_take_profit_limit_pct": 40, "bracket_stop_loss_stop_pct": -30, "cancels_labels": [ "58c3f1ab" ] } ], "form_fields": null, "alert_draft": null, "trigger_card": null, "sample_answer": "Tools used:\n- Stock-Quote\n- Net-Exposure-Charts\n- Price-Chart (x2)\n- Top-Volume-and-OI-Contracts (x2)\n\nRationale:\nCurrent Price: 723.55\nTimeframe: Intraday\n\nLong\n- Entry: 726.20\n- TP: 40%\n- SL: -35%\n\nShort\n- Entry: 722.80\n- TP: 40%\n- SL: -35%\n\nBest Call Contract:\n- 729c 2026-06-05 - $1.06/contract\n\nBest Put Contract:\n- 720p 2026-06-05 - $1.22/contract\n\nReason:\n- Greek Exposure: 725 + unstable support / fast\n- Price Action: below VWAP + below 9 EMA + below 20 EMA + CVD bearish\n- News and Metrics: none\n- Impact: if 725 breaks and stays lost, next target is 720; if reclaimed, bounce target is 726-728", "performance": { "total_pnl": 1185, "total_pnl_pct": 16.87, "win_rate": 70, "win_count": 7, "loss_count": 3, "flat_count": 0, "win_dollars": 1790, "loss_dollars": -605 } }, { "name": "0DTE SPY Daily Setup", "ticker": "SPY", "prompt": "Every morning, analyze SPY by first using Net Gamma and Net Delta to identify the nearest important Greek support or resistance level, prioritizing only levels within 0%–0.5% of current price, then confirm direction with 5m and 15m chart vision using only VWAP, 9 EMA, 20 EMA, and CVD/order flow. Classify positive gamma + positive delta as strongest support, negative gamma + negative delta as a weak zone with fast downside risk if lost, positive gamma + negative delta as sticky resistance, and negative gamma + positive delta as unstable support that can bounce but break hard. Let a large nearby Greek node override TA when it is clearly dominant and within 0.5%, but let TA override if price breaks the Greek level and cannot reclaim it. Use VWAP, 9 EMA, and 20 EMA to judge buyer/seller control, short-term trend direction, chop, and how price reacts when touching, losing, or reclaiming those levels. Use CVD/order flow to confirm whether buyers or sellers are actually applying pressure: rising CVD confirms bullish pressure, falling CVD confirms bearish pressure, price rising while CVD falls warns of weak upside/fakeout risk, and price falling while CVD rises warns of seller absorption/bounce risk. If price is chopping or oscillating slowly near the Greek node, if CVD is mixed/diverging, do not place entries too close to current price or inside the chop range. Require cleaner confirmation by placing the long entry a little bit above the chop/resistance area and the short entry a little below the chop/support area, using exact prices that are far enough from the current price to avoid false triggers but still realistic for SPY intraday movement. Make sure to use Greeks, chart vision, CVD/order flow, and decreasing or increasing volume in the price chart to determine this. Entries are placed slightly away from the key level and never directly on support or resistance. Keep SPY targets realistic and tight, usually 0.15%–0.2% from the confirmed entry or key level, such as gamma king node, past rejection, past bounce, VWAP/EMA reaction, or CVD-confirmed pressure zone. Profit are set to 40% and SL at -35%, and do not let long and short entry logic, overlap unless Greek analysis, TA, CVD/order flow, and chart vision clearly support it. before recommending contracts, check top option volume and open interest, then choose exactly one best call and one best put priced between $0.70 and $1.20 based on volume, OI, spread quality, Greeks, setup alignment, CVD/order-flow confirmation. Briefly explain why each was chosen. Include news only if it matters today, and keep the final alert short with current price, key Greek node, bias/chop note, CVD pressure notes, long setup, short setup, best call, best put, and a simple reason.", "tools": [ { "name": "Stock-Quote", "label": "Stock Quote", "description": "Latest quote for a symbol.", "category": "Stocks", "config": "symbol=SPY" }, { "name": "Price-Chart", "label": "Price Chart (image)", "description": "Candlestick price chart with overlays.", "category": "Stocks", "config": "Price-Chart(\n symbol=\"SPY\",\n interval=\"5m\",\n period=\"5d\",\n bars=40,\n indicators={\"ema\": [9, 20], \"vwap\": true, \"cvd\": true},\n platform=\"other\"\n)\nPrice-Chart(\n symbol=\"SPY\",\n interval=\"15m\",\n period=\"5d\",\n bars=40,\n indicators={\"ema\": [9, 20], \"vwap\": true, \"cvd\": true},\n platform=\"other\"\n)" }, { "name": "Top-Volume-and-OI-Contracts", "label": "Top Volume & OI Contracts", "description": "Top contracts by volume / OI as data.", "category": "Options Flow", "config": "today_exp" }, { "name": "Chart-Vision-Analysis", "label": "Chart Vision Analysis", "description": "AI vision analysis of a chart image.", "category": "Charts", "config": "Pay attention to the sensitivity or what happens when the price touches the EMAs (9 and 20), CVD and the VWAP and also how the price has trended in the past (going up or down or chop). This can help strengthen entry, exit and take profits, pair this Greeks king node (either the most positive value or the most negative value)." }, { "name": "Net-Exposure-Charts", "label": "Net Exposure Charts", "description": "Net exposure bar charts for one or more greeks. metrics=[\"net_gex\",\"net_dex\",\"net_vex\",\"net_tex\"]. Returns one PNG per metric.", "category": "Greek Exposure", "config": "today_exp; symbol=SPY\nmetrics=[\"net_gex\",\"net_dex\"]\ndate_range=\"0dte\"" } ], "triggers": [ { "label": "58c3f1ab", "symbol": "SPY", "expiry": null, "strike": null, "option_type": "call", "asset_class": "option", "contracts": 5, "enter_side": "buy", "enter_order_type": "market", "enter_trigger_value": null, "enter_trigger_metric": "price", "enter_trigger_operator": null, "order_strategy": "bracket", "bracket_take_profit_limit_pct": 40, "bracket_stop_loss_stop_pct": -30, "cancels_labels": [ "8725fe38" ] }, { "label": "8725fe38", "symbol": "SPY", "expiry": null, "strike": null, "option_type": "put", "asset_class": "option", "contracts": 5, "enter_side": "buy", "enter_order_type": "market", "enter_trigger_value": null, "enter_trigger_metric": "price", "enter_trigger_operator": null, "order_strategy": "bracket", "bracket_take_profit_limit_pct": 40, "bracket_stop_loss_stop_pct": -30, "cancels_labels": [ "58c3f1ab" ] } ], "form_fields": null, "alert_draft": null, "trigger_card": null, "sample_answer": "Tools used:\n- Stock-Quote\n- Net-Exposure-Charts\n- Price-Chart (x2)\n- Top-Volume-and-OI-Contracts (x2)\n\nRationale:\nCurrent Price: 748.29\nTimeframe: Intraday\n\nLong\n- Entry: 751.35\n- TP: 40%\n- SL: -35%\n\nShort\n- Entry: 747.90\n- TP: 40%\n- SL: -35%\n\nBest Call Contract:\n- 752c 2026-06-05 - $0.91/contract\n\nBest Put Contract:\n- 748p 2026-06-05 - $0.98/contract\n\nReason:\n- Greek Exposure: 750 + fast resistance\n- Price Action: below VWAP + below 9 EMA + below 20 EMA + and CVD falling\n- News and Metrics: none relevant\n- Impact: if 750/751 reclaim holds, next target 752.5-753; if 748 breaks, next target 746.5-747", "performance": { "total_pnl": 220, "total_pnl_pct": 11.52, "win_rate": 50, "win_count": 2, "loss_count": 2, "flat_count": 0, "win_dollars": 375, "loss_dollars": -155 } } ] }, { "id": "gex", "slug": "gex-sniper", "url": "https://www.mind-vest.io/atlas/templates/gex-sniper", "name": "GEX Sniper", "kind": "workflow", "tag": "Options & stocks", "blurb": "Gamma support & resistance levels.", "detail": "Pinpoint dealer-gamma walls to fade or ride into key price levels.", "tickers": [ "SPX", "SPY", "NDX" ], "assets": [ "stocks", "options" ], "ready": true, "setups": [ { "name": "GEX Sniper", "ticker": "SPY", "prompt": "Work in order — later tools build on earlier output:\n1. Stock-Quote (SPY) — get spot so every level is relative to price.\n2. Greek-Exposure-Heatmap (gamma + delta) and Net-Exposure-Charts (net_gex, net_dex) — map the nearest gamma \"wall\" and the delta-flip zone around that spot; use DEX to confirm the direction of dealer pressure.\n3. Price-Chart (15m) — check VWAP and the prior-session high/low: is price accepting or rejecting the gamma node?\n4. Top-Volume-and-OI-Contracts (today's expiry) — make sure any idea sits on a liquid strike.\nDecision: fade price into a strong positive-gamma wall; ride momentum when a negative-gamma node breaks and DEX agrees. Targets = the next node; risk = the distance between nodes.", "tools": [ { "name": "Greek-Exposure-Heatmap", "label": "Greek Exposure Heatmap", "description": "Heatmaps for one or more greeks in a single call. Pass greeks=[\"gamma\",\"delta\",\"vanna\",\"theta\"] (any subset). Returns one PNG per requested greek.", "category": "Greek Exposure", "config": "symbol=SPY\ngreeks=[\"gamma\",\"delta\"]" }, { "name": "Net-Exposure-Charts", "label": "Net Exposure Charts", "description": "Net exposure bar charts for one or more greeks. metrics=[\"net_gex\",\"net_dex\",\"net_vex\",\"net_tex\"]. Returns one PNG per metric.", "category": "Greek Exposure", "config": "symbol=SPY\nmetrics=[\"net_gex\",\"net_dex\"]\ndate_range=\"0dte\"" }, { "name": "Stock-Quote", "label": "Stock Quote", "description": "Latest quote for a symbol.", "category": "Stocks", "config": "symbol=SPY" }, { "name": "Price-Chart", "label": "Price Chart (image)", "description": "Candlestick price chart with overlays.", "category": "Stocks", "config": "symbol=SPY\ninterval=15m\nperiod=5d" }, { "name": "Top-Volume-and-OI-Contracts", "label": "Top Volume & OI Contracts", "description": "Top contracts by volume / OI as data.", "category": "Options Flow", "config": "symbol=SPY\ntoday_exp" } ], "triggers": [ { "label": "58c3f1ab", "symbol": "SPY", "expiry": null, "strike": null, "option_type": "call", "asset_class": "option", "contracts": 5, "enter_side": "buy", "enter_order_type": "market", "enter_trigger_value": null, "enter_trigger_metric": "price", "enter_trigger_operator": null, "order_strategy": "bracket", "bracket_take_profit_limit_pct": null, "bracket_stop_loss_stop_pct": -30, "cancels_labels": [ "8725fe38" ] }, { "label": "8725fe38", "symbol": "SPY", "expiry": null, "strike": null, "option_type": "put", "asset_class": "option", "contracts": 5, "enter_side": "buy", "enter_order_type": "market", "enter_trigger_value": null, "enter_trigger_metric": "price", "enter_trigger_operator": null, "order_strategy": "bracket", "bracket_take_profit_limit_pct": null, "bracket_stop_loss_stop_pct": -30, "cancels_labels": [ "58c3f1ab" ] } ], "form_fields": null, "alert_draft": null, "trigger_card": null, "sample_answer": "SPY 612.40\nGamma wall: 615 (positive — resistance / pin)\nAccel zone: 608 (negative — fast below)\nDEX: net positive -> buyers in control\nBias: long above 613 -> 615; short below 608 -> 605", "performance": null } ] }, { "id": "earnings", "slug": "earnings-playbook", "url": "https://www.mind-vest.io/atlas/templates/earnings-playbook", "name": "Earnings Playbook", "kind": "workflow", "tag": "Options", "blurb": "ER expected move, IV crush & post-ER.", "detail": "Position around the expected move, then harvest the post-report IV collapse.", "tickers": [ "NVDA", "AAPL", "TSLA" ], "assets": [ "options" ], "ready": true, "setups": [ { "name": "Daily Earnings Brief", "ticker": "Earnings", "prompt": "Find at least one earnings options setup.\n\nUse today after-hours and tomorrow premarket earnings. Rank earnings names by market cap and review the top 5.\n\nFor each company, decide pick or skip.\n\nOptions flow is the main signal. Focus on:\n- buy or sell\n- call or put\n- open or close\n- premium size\n- repeated strike/expiration\n- volume vs open interest\n- clean direction or mixed direction\n\nPick a company if:\n- Flow clearly favors calls or puts\n- Flow is mostly opening\n- Premium is meaningful\n- Price action supports the flow\n- SPY context does not disagree\n- A contract exists under $300\n\nSkip a company if:\n- Flow is mixed\n- Flow is mostly closing\n- Calls and puts conflict\n- Premium is weak\n- Chart is choppy\n- Stock is weak while SPY is strong\n- Contract price is above $300\n- Volume/open interest is too low\n\nChoose one final direction per setup:\n- CALL for bullish setup\n- PUT for bearish setup\n- Do not suggest both for the same ticker\n\nContract rule:\n- Ask must be between 0.01 and 3.00\n- Cost must be under $300 per contract\n- Prefer good volume and open interest", "tools": [ { "name": "Earnings-Calendar", "label": "Earnings Calendar", "description": "Upcoming earnings releases.", "category": "Calendar", "config": "Input parameters:\n- from_date = today\n- to_date = tomorrow\n- symbol = null\n\nIf today is a weekend:\n- from_date = next available trading/earnings date\n- to_date = next available trading/earnings date\n- symbol = null" }, { "name": "Financial-Metrics", "label": "Financial Metrics", "description": "Headline valuation + profitability metrics.", "category": "Fundamentals", "config": "Input parameters:\n- symbol = each ticker returned from Earnings Calendar that needs ranking\n- metric = all" }, { "name": "Stock-Quote", "label": "Stock Quote", "description": "Latest quote for a symbol.", "category": "Stocks", "config": "Input parameters:\n- symbol = each final top 5 earnings ticker\n- symbol = SPY when the earnings ticker is in the S&P 500 or market comparison is needed" }, { "name": "Options-Flow", "label": "Options Flow", "description": "Stored option-trade tape filtered by side / type / premium / size / time window. Omit symbol for the top-N cross-universe ranking.", "category": "Options Flow", "config": "Input parameters:\n- symbol = each final top 5 earnings ticker\n- from_date = current trading day\n- to_date = current trading day\n- from_time = 14:00\n- to_time = 15:00\n- trade_type = block,sweep\n- expiry_within_days = 30\n- limit = 20" }, { "name": "Price-Chart", "label": "Price Chart (image)", "description": "Candlestick price chart with overlays.", "category": "Stocks", "config": "Input parameters:\n- symbol = each final top 5 earnings ticker\n- interval = 15m\n- period = 5d\n- theme = dark\n\nAlso run:\n- symbol = SPY\n- interval = 15m\n- period = 5d\n- theme = dark" } ], "triggers": [], "form_fields": null, "alert_draft": null, "trigger_card": null, "sample_answer": "Pick: NVDA — CALL\nWhy: opening call sweeps, premium $1.1M, one clean direction\nContract: NVDA 2026-06-13 130C — $2.10\nSPY context: aligned\nSkip: TSLA (mixed flow), AAPL (weak premium)", "performance": null } ] }, { "id": "flow", "slug": "flow-hunter", "url": "https://www.mind-vest.io/atlas/templates/flow-hunter", "name": "Flow Hunter", "kind": "workflow", "tag": "Options & stocks", "blurb": "Unusual sweeps, blocks & OI spikes.", "detail": "Follow size — sweeps, block prints, and open-interest spikes as they hit the tape.", "tickers": [ "Any", "Sweeps", "Blocks" ], "assets": [ "stocks", "options" ], "ready": true, "setups": [ { "name": "Flow Hunter", "ticker": "Flow", "prompt": "Work in order — later tools build on earlier output:\n1. Options-Flow (block + sweep) — scan for unusual premium with one clean direction.\n2. Options-Flow-Contract — for each candidate, confirm the prints are opening (not closing) and where premium concentrates.\n3. Top-Volume-and-OI-Contracts — confirm the strike is liquid (volume vs OI).\n4. Stock-Quote + Price-Chart (15m) — check the underlying's trend / relative strength is aligned with the flow.\nOutput: the top 3 names with the cleanest, best-funded directional flow and a one-line reason each.", "tools": [ { "name": "Options-Flow", "label": "Options Flow", "description": "Stored option-trade tape filtered by side / type / premium / size / time window. Omit symbol for the top-N cross-universe ranking.", "category": "Options Flow", "config": "symbol=NVDA\ntrade_type=block,sweep\nlimit=20" }, { "name": "Options-Flow-Contract", "label": "Options Flow — Per-Hour Histogram", "description": "Per-hour premium histogram for ONE contract (open / close stack). Reads strictly from the flow archive cache — never pulls fresh chain.", "category": "Options Flow", "config": "symbol=NVDA" }, { "name": "Top-Volume-and-OI-Contracts", "label": "Top Volume & OI Contracts", "description": "Top contracts by volume / OI as data.", "category": "Options Flow", "config": "symbol=NVDA\ntoday_exp" }, { "name": "Stock-Quote", "label": "Stock Quote", "description": "Latest quote for a symbol.", "category": "Stocks", "config": "symbol=NVDA" }, { "name": "Price-Chart", "label": "Price Chart (image)", "description": "Candlestick price chart with overlays.", "category": "Stocks", "config": "symbol=NVDA\ninterval=15m\nperiod=5d" } ], "triggers": [], "form_fields": null, "alert_draft": null, "trigger_card": null, "sample_answer": "1) NVDA — CALL · $1.2M opening sweeps · trend up\n2) AMD — PUT · $480k blocks · lost 20-EMA\n3) META — CALL · OI spike at 145C", "performance": null } ] }, { "id": "swing", "slug": "swing-playbook", "url": "https://www.mind-vest.io/atlas/templates/swing-playbook", "name": "Swing Playbook", "kind": "workflow", "tag": "Stocks & options", "blurb": "3-day to 3-week setups.", "detail": "Trend and pullback setups held across several sessions to a few weeks.", "tickers": [ "Large cap", "ETFs" ], "assets": [ "stocks", "options" ], "ready": true, "setups": [ { "name": "Swing Playbook", "ticker": "Swing", "prompt": "Work in order — later tools build on earlier output:\n1. Multi-Timeframe-Price-Overview + Stock-Quote — read daily/weekly trend at a glance.\n2. Price-Chart (daily, 3mo) — find names in a clear uptrend pulling back to a rising 20-EMA or a prior breakout level.\n3. Financial-Metrics — drop anything with deteriorating fundamentals.\nOutput: entry trigger, invalidation, and a first target at the prior swing high. Skip choppy, range-bound names.", "tools": [ { "name": "Stock-Quote", "label": "Stock Quote", "description": "Latest quote for a symbol.", "category": "Stocks", "config": "symbol=AAPL" }, { "name": "Price-Chart", "label": "Price Chart (image)", "description": "Candlestick price chart with overlays.", "category": "Stocks", "config": "symbol=AAPL\ninterval=1d\nperiod=3mo" }, { "name": "Financial-Metrics", "label": "Financial Metrics", "description": "Headline valuation + profitability metrics.", "category": "Fundamentals", "config": "symbol=AAPL\nmetric=all" }, { "name": "Multi-Timeframe-Price-Overview", "label": "Multi-Timeframe Price Overview", "description": "Daily / weekly / monthly snapshot in one image.", "category": "Stocks", "config": "symbol=AAPL" } ], "triggers": [ { "label": "e1f2a3b4", "symbol": "AAPL", "expiry": null, "strike": null, "option_type": "", "asset_class": "equity", "contracts": 100, "enter_side": "buy", "enter_order_type": "market", "enter_trigger_value": null, "enter_trigger_metric": "price", "enter_trigger_operator": null, "order_strategy": "bracket", "bracket_take_profit_limit_pct": null, "bracket_stop_loss_stop_pct": -5, "cancels_labels": [] } ], "form_fields": null, "alert_draft": null, "trigger_card": null, "sample_answer": "AAPL — Long\nEntry: pullback to 228 (rising 20-EMA)\nInvalidation: 222\nTarget: 240 (prior swing high)", "performance": null } ] }, { "id": "spread", "slug": "spread-builder", "url": "https://www.mind-vest.io/atlas/templates/spread-builder", "name": "Spread Builder", "kind": "workflow", "tag": "Options spreads", "blurb": "Defined-risk debit & credit spreads.", "detail": "Build verticals and condors with capped risk and a clear payoff at expiry.", "tickers": [ "Any", "Verticals" ], "assets": [ "options" ], "ready": true, "setups": [ { "name": "Spread Builder", "ticker": "Spreads", "prompt": "Work in order — later tools build on earlier output:\n1. Stock-Quote + Price-Chart — set direction and a target range.\n2. Option-Expiration-Dates — pick the expiry that fits the thesis.\n3. Options-Chain (that expiry) — choose two strikes that cap risk.\n4. Single-Option-Quote (each leg) — confirm tight bid/ask and good OI.\nOutput: the structure, max loss, max gain, breakeven and risk/reward (aim ≥ 1:1.5).", "tools": [ { "name": "Options-Chain", "label": "Options Chain", "description": "Full options chain for an expiration.", "category": "Options", "config": "symbol=SPY\nexpiration=nearest-weekly" }, { "name": "Option-Expiration-Dates", "label": "Option Expiration Dates", "description": "Available expirations for a symbol.", "category": "Options", "config": "symbol=SPY" }, { "name": "Single-Option-Quote", "label": "Single Option Quote", "description": "Bid/ask/IV/greeks for one contract.", "category": "Options", "config": "symbol=SPY\nexpiration=nearest-weekly\nside=call" }, { "name": "Stock-Quote", "label": "Stock Quote", "description": "Latest quote for a symbol.", "category": "Stocks", "config": "symbol=SPY" }, { "name": "Price-Chart", "label": "Price Chart (image)", "description": "Candlestick price chart with overlays.", "category": "Stocks", "config": "symbol=SPY\ninterval=15m\nperiod=5d" } ], "triggers": [], "form_fields": null, "alert_draft": null, "trigger_card": null, "sample_answer": "SPY — Bull call spread\nBuy 610C / Sell 615C (2026-06-13)\nMax loss: $210 · Max gain: $290 · B/E: 612.10\nRisk/reward: 1:1.4", "performance": null } ] }, { "id": "trade-desk", "slug": "trade-desk", "url": "https://www.mind-vest.io/atlas/templates/trade-desk", "name": "Trade Desk", "kind": "trigger", "tag": "Stocks & options", "blurb": "Stage orders for you to place in a tap.", "detail": "A condition-based trade trigger: when your rule hits, Atlas stages the order for you to review and place — predefined form, no prompt.", "tickers": [ "Any" ], "assets": [ "stocks", "options" ], "ready": true, "setups": [ { "name": "Trade Desk", "ticker": "AAPL", "prompt": "", "tools": [], "triggers": [ { "label": "e1f2a3b4", "symbol": "AAPL", "expiry": null, "strike": null, "option_type": "", "asset_class": "equity", "contracts": 100, "enter_side": "buy", "enter_order_type": "market", "enter_trigger_value": null, "enter_trigger_metric": "price", "enter_trigger_operator": null, "order_strategy": "bracket", "bracket_take_profit_limit_pct": null, "bracket_stop_loss_stop_pct": -5, "cancels_labels": [] } ], "form_fields": null, "alert_draft": null, "trigger_card": { "symbol": "AAPL", "asset_class": "stock", "shares": "100", "enter_side": "buy_to_open", "enter_order_type": "market", "order_strategy": "bracket" }, "sample_answer": "Staged: BUY 10 AAPL @ 228.00 (limit)\nStop: 216.60 (-5%)\nThesis: reclaim of 227 on rising volume\n-> Review and place in one tap", "performance": null } ] }, { "id": "gex_alert", "slug": "gex-alert", "url": "https://www.mind-vest.io/atlas/templates/gex-alert", "name": "GEX Alert", "kind": "alert", "tag": "Options & stocks", "blurb": "Greek-exposure king node moves, DM'd to you.", "detail": "A streaming alert on Greek exposure: Atlas watches the king node (default Gamma / GEX) and DMs you on Discord when it shifts. Runs weekdays 9:30 AM – 4:00 PM ET.", "tickers": [ "SPY" ], "assets": [ "stocks", "options" ], "ready": true, "setups": [ { "name": "GEX Alert", "ticker": "GEX Alert", "prompt": "", "tools": [], "triggers": [], "form_fields": [ { "label": "Alert type", "value": "Greek exposure move" }, { "label": "Symbol", "value": "SPY" }, { "label": "Greek", "value": "Gamma (GEX)" }, { "label": "Schedule", "value": "Weekdays 9:30 AM - 4:00 PM ET" }, { "label": "On fire", "value": "DM Discord (+ optionally arm a trigger)" } ], "alert_draft": { "name": "GEX Alert", "alert_type": "king_node", "symbol": "SPY", "conditions": { "metric": "gamma", "active_from_time": "09:30", "active_to_time": "16:00", "active_days": "weekdays" }, "cooldown_seconds": 300, "notify_discord": true }, "trigger_card": null, "sample_answer": "Alert: SPY gamma king node moves\nType: Greek exposure move (GEX)\nSchedule: weekdays 9:30 AM - 4:00 PM ET\nOn fire: DM Discord (+ optionally arm a trigger)\nStatus: previewed -> created", "performance": null } ] }, { "id": "tech_alert", "slug": "technicals-alert", "url": "https://www.mind-vest.io/atlas/templates/technicals-alert", "name": "Technicals Setup Alert", "kind": "alert", "tag": "Stocks & options", "blurb": "Indicator crossovers, DM'd to you.", "detail": "A streaming alert on technicals: pick a crossover (default Price crosses 200 EMA) and Atlas DMs you on Discord when it fires. Runs weekdays 9:30 AM – 4:00 PM ET.", "tickers": [ "SPY" ], "assets": [ "stocks", "options" ], "ready": true, "setups": [ { "name": "Technicals Setup Alert", "ticker": "Technicals Setup Alert", "prompt": "", "tools": [], "triggers": [], "form_fields": [ { "label": "Alert type", "value": "Technicals" }, { "label": "Symbol", "value": "SPY" }, { "label": "Condition", "value": "Price crosses 200 EMA" }, { "label": "Timeframe", "value": "5m bars" }, { "label": "Schedule", "value": "Weekdays 9:30 AM - 4:00 PM ET" }, { "label": "On fire", "value": "DM Discord (+ optionally arm a trigger)" } ], "alert_draft": { "name": "Technicals Setup Alert", "alert_type": "technicals", "symbol": "SPY", "conditions": { "watch": "price", "target": "200ema", "direction": "cross", "timeframe": "5m", "active_from_time": "09:30", "active_to_time": "16:00", "active_days": "weekdays" }, "cooldown_seconds": 300, "notify_discord": true }, "trigger_card": null, "sample_answer": "Alert: SPY price crosses 200 EMA\nType: Technicals (crossover)\nSchedule: weekdays 9:30 AM - 4:00 PM ET\nOn fire: DM Discord (+ optionally arm a trigger)\nStatus: previewed -> created", "performance": null } ] }, { "id": "top_flow_alert", "slug": "top-flow-alert", "url": "https://www.mind-vest.io/atlas/templates/top-flow-alert", "name": "Top 20 Flow Alert", "kind": "alert", "tag": "Options & stocks", "blurb": "Top 20 flow leaderboard changes, DM'd to you.", "detail": "A streaming alert on the whole tape: Atlas watches the top 20 flow leaderboard and DMs you on Discord when a ticker enters or drops out. No ticker needed. Runs weekdays 9:30 AM – 4:00 PM ET.", "tickers": [ "Any" ], "assets": [ "stocks", "options" ], "ready": true, "setups": [ { "name": "Top 20 Flow Alert", "ticker": "Top 20 Flow Alert", "prompt": "", "tools": [], "triggers": [], "form_fields": [ { "label": "Alert type", "value": "Top 20 flow" }, { "label": "Symbol", "value": "Any (no ticker)" }, { "label": "Tracks", "value": "Top 20 flow leaderboard changes" }, { "label": "Schedule", "value": "Weekdays 9:30 AM - 4:00 PM ET" }, { "label": "On fire", "value": "DM Discord" } ], "alert_draft": { "name": "Top 20 Flow Alert", "alert_type": "top_flow", "symbol": null, "conditions": { "top_n": 20, "active_from_time": "09:30", "active_to_time": "16:00", "active_days": "weekdays" }, "cooldown_seconds": 300, "notify_discord": true }, "trigger_card": null, "sample_answer": "Alert: Top 20 flow leaderboard changes\nType: Top 20 flow (no ticker)\nSchedule: weekdays 9:30 AM - 4:00 PM ET\nOn fire: DM Discord\nStatus: previewed -> created", "performance": null } ] }, { "id": "brief", "slug": "morning-brief", "url": "https://www.mind-vest.io/atlas/templates/morning-brief", "name": "Morning Market Brief", "kind": "workflow", "tag": "Stocks", "blurb": "Your daily market + watchlist brief.", "detail": "A morning rundown of your watchlist, key levels, upcoming earnings and relevant headlines.", "tickers": [ "Watchlist" ], "assets": [ "stocks" ], "ready": true, "setups": [ { "name": "Morning Market Brief", "ticker": "Watchlist", "prompt": "Work in order — later tools build on earlier output:\n1. Multi-Timeframe-Price-Overview (SPY) — index trend and key levels.\n2. Stock-Quote each watchlist name — overnight / pre-market moves.\n3. Earnings-Calendar (today) — who reports.\n4. Search for headlines, then Fetch-URL to read the one that matters.\nOutput: a short, skimmable brief with a one-line takeaway per name.", "tools": [ { "name": "Multi-Timeframe-Price-Overview", "label": "Multi-Timeframe Price Overview", "description": "Daily / weekly / monthly snapshot in one image.", "category": "Stocks", "config": "symbol=SPY" }, { "name": "Stock-Quote", "label": "Stock Quote", "description": "Latest quote for a symbol.", "category": "Stocks", "config": "symbol=SPY" }, { "name": "Earnings-Calendar", "label": "Earnings Calendar", "description": "Upcoming earnings releases.", "category": "Calendar", "config": "from_date=today\nto_date=tomorrow" }, { "name": "Search", "label": "Search", "description": "General Atlas search.", "category": "Search", "config": "Pull relevant market headlines." }, { "name": "Fetch-URL", "label": "Fetch URL", "description": "Fetch and summarize a URL.", "category": "Search", "config": "url=
" } ], "triggers": [], "form_fields": null, "alert_draft": null, "trigger_card": null, "sample_answer": "SPY: up 0.3%, holding 20-EMA · key 615 / 608\nMovers: NVDA +2.1%, TSLA -1.6%, AAPL +0.4%\nEarnings today: CRM, NOW (after close)\nHeadline: Fed minutes signal one more hold\nWatchlist: NVDA strong into 130; TSLA weak below 240", "performance": null } ] }, { "id": "fundamentals", "slug": "fundamentals", "url": "https://www.mind-vest.io/atlas/templates/fundamentals", "name": "Fundamentals", "kind": "strategy", "tag": "Stocks", "blurb": "Deep-dive a company's financials.", "detail": "Valuation, profitability, the balance sheet and analyst estimates distilled into one read.", "tickers": [ "NVDA", "AAPL", "MSFT" ], "assets": [ "stocks" ], "ready": true, "setups": [ { "name": "Fundamentals", "ticker": "NVDA", "prompt": "Work in order — later tools build on earlier output:\n1. Financial-Metrics — valuation + profitability headline numbers.\n2. Income-Statement + Balance-Sheet — margin trend and balance-sheet health.\n3. EPS-Estimates, Revenue-Estimates, Growth-Estimates — the forward trend.\n4. Analyst-Price-Targets — consensus vs current price.\nOutput: a verdict (bullish / neutral / bearish), a fair-value range, and the top strengths and risks.", "tools": [ { "name": "Financial-Metrics", "label": "Financial Metrics", "description": "Headline valuation + profitability metrics.", "category": "Fundamentals", "config": "symbol=NVDA\nmetric=all" }, { "name": "Balance-Sheet", "label": "Balance Sheet", "description": "Latest balance sheet.", "category": "Fundamentals", "config": "symbol=NVDA" }, { "name": "Income-Statement", "label": "Income Statement", "description": "Latest income statement.", "category": "Fundamentals", "config": "symbol=NVDA" }, { "name": "Analyst-Price-Targets", "label": "Analyst Price Targets", "description": "Consensus price targets.", "category": "Estimates", "config": "symbol=NVDA" }, { "name": "EPS-Estimates", "label": "EPS Estimates", "description": "Consensus EPS estimates.", "category": "Estimates", "config": "symbol=NVDA" }, { "name": "Revenue-Estimates", "label": "Revenue Estimates", "description": "Consensus revenue estimates.", "category": "Estimates", "config": "symbol=NVDA" }, { "name": "Growth-Estimates", "label": "Growth Estimates", "description": "Growth estimates summary.", "category": "Estimates", "config": "symbol=NVDA" } ], "triggers": [], "form_fields": null, "alert_draft": null, "trigger_card": null, "sample_answer": "NVDA — Verdict: Bullish\nValuation: P/E 38x (rich vs sector ~28x, in-line vs 5y avg)\nMargins: gross 75%, operating 62% — expanding\nBalance sheet: $34B cash vs $9B debt — net cash, healthy\nEstimates: FY EPS $4.20 -> $5.10; revenue +52% y/y\nAnalyst target: $185 (vs $172) — ~8% upside\nFair value: $165 – $200\nStrengths: data-center demand, pricing power\nRisks: customer concentration, export controls", "performance": null } ] }, { "id": "smart-money", "slug": "smart-money", "url": "https://www.mind-vest.io/atlas/templates/smart-money", "name": "Smart-Money Tracker", "kind": "strategy", "tag": "Stocks", "blurb": "Track insiders, institutions & Congress.", "detail": "Insider buys/sells, top institutional holders, congressional trades and material SEC filings.", "tickers": [ "Any" ], "assets": [ "stocks" ], "ready": true, "setups": [ { "name": "Smart-Money Tracker", "ticker": "NVDA", "prompt": "Work in order — later tools build on earlier output:\n1. Stock-Quote — price and recent move for context.\n2. Insider-Transactions — recent buys / sells.\n3. Institutional-Holders — changes in top holders.\n4. Senate-Lobbying-Data + SEC-Filings — congressional trades and anything material.\nOutput: the net bias and any notable flags.", "tools": [ { "name": "Insider-Transactions", "label": "Insider Transactions", "description": "Recent insider buys / sells.", "category": "Ownership", "config": "symbol=NVDA" }, { "name": "Institutional-Holders", "label": "Institutional Holders", "description": "Top institutional holders.", "category": "Ownership", "config": "symbol=NVDA" }, { "name": "Senate-Lobbying-Data", "label": "Senate Lobbying Data", "description": "Congressional trading / lobbying activity.", "category": "Ownership", "config": "symbol=NVDA" }, { "name": "SEC-Filings", "label": "SEC Filings", "description": "Recent SEC filings.", "category": "Ownership", "config": "symbol=NVDA" }, { "name": "Stock-Quote", "label": "Stock Quote", "description": "Latest quote for a symbol.", "category": "Stocks", "config": "symbol=NVDA" } ], "triggers": [], "form_fields": null, "alert_draft": null, "trigger_card": null, "sample_answer": "NVDA — Signal: net buying\nInsiders: 2 buys / 0 sells (last 30d)\nInstitutions: top holders added ~1.4M shares\nCongress: 1 recent buy (House, $50–100k)\nFilings: 8-K — new supply agreement (material)\nTakeaway: informed money leaning long", "performance": null } ] }, { "id": "options-strategist", "slug": "options-strategist", "url": "https://www.mind-vest.io/atlas/templates/options-strategist", "name": "Options Strategist", "kind": "strategy", "tag": "Options", "blurb": "Read the chain, greeks & expected move.", "detail": "Expirations, the chain, single-leg quotes and greek exposure analysed for one name.", "tickers": [ "SPY", "QQQ", "NVDA" ], "assets": [ "options" ], "ready": true, "setups": [ { "name": "Options Strategist", "ticker": "SPY", "prompt": "Work in order — later tools build on earlier output:\n1. Stock-Quote — spot.\n2. Option-Expiration-Dates -> Options-Chain — pick the expiry, then pull that chain.\n3. Greek-Exposure-Single-Expiration + Volume-and-OI-Charts — gamma/delta walls and where positioning sits.\n4. Single-Option-Quote — price the strikes that matter (bid/ask, IV, greeks).\nOutput: expected move, key strikes, skew, and a fitting structure.", "tools": [ { "name": "Option-Expiration-Dates", "label": "Option Expiration Dates", "description": "Available expirations for a symbol.", "category": "Options", "config": "symbol=SPY" }, { "name": "Options-Chain", "label": "Options Chain", "description": "Full options chain for an expiration.", "category": "Options", "config": "symbol=SPY\nexpiration=nearest-weekly" }, { "name": "Single-Option-Quote", "label": "Single Option Quote", "description": "Bid/ask/IV/greeks for one contract.", "category": "Options", "config": "symbol=SPY\nexpiration=nearest-weekly\nside=call" }, { "name": "Greek-Exposure-Single-Expiration", "label": "Greek Exposure (Single Expiration)", "description": "Greek exposures for ONE expiration date only — guaranteed single-chain fetch. Use when the caller knows the date (0DTE, weekly, monthly OPEX, dated event).", "category": "Greek Exposure", "config": "symbol=SPY\nexpiration=0dte" }, { "name": "Volume-and-OI-Charts", "label": "Volume & OI Charts", "description": "Top-volume and/or open-interest charts. types=[\"vol\",\"oi\",\"vol_oi\"]. Returns one PNG per requested type.", "category": "Options Flow", "config": "symbol=SPY\ntypes=[\"vol\",\"oi\"]" }, { "name": "Stock-Quote", "label": "Stock Quote", "description": "Latest quote for a symbol.", "category": "Stocks", "config": "symbol=SPY" } ], "triggers": [], "form_fields": null, "alert_draft": null, "trigger_card": null, "sample_answer": "SPY — exp 2026-06-13\nExpected move: ±1.4% (~$8.60)\nKey strikes: 615 (gamma wall), 610 (high OI)\nSkew: slight put bias (puts ~1.3 vol pts richer)\nStructure: 610/615 call debit spread — $2.10 debit, max $2.90\nWhy: priced move reaches 615 and skew favours a defined-risk debit", "performance": null } ] } ] }