# MindVest, in full MindVest builds two financial products. ## Atlas Atlas is for investors, traders and financial teams. You describe a plan in plain English. Atlas watches the market for it, decides when the plan applies, places the trade through your connected broker and manages the exit, then tells you what it did. It runs from four places, on one account: - The dashboard at https://www.mind-vest.io/atlas/dashboard - Any chat app that speaks MCP: ChatGPT, Claude, Discord and others - The command line - A REST API The pieces you work with: - Workflow: a plan on a schedule or fired by an alert. It researches, decides, trades and manages the exit. - Task: the same thing as a one-off, for a single date or event. - Alert: a condition worth watching. A price level, a volume spike, a shift in where dealer exposure sits, unusual options flow. When it fires it can DM you or run a workflow. - Trigger: the staged order. Entry, stop loss, take profit. Take profit can be a ladder that scales out in stages and trails the stop behind each fill. - Template: a ready-made setup you can run as-is or change. - Subscription: publish a setup and other people can follow it. Each subscriber trades their own size in their own account, and your edits reach them. Atlas trades real money through a connected brokerage account. Paper trading is available, and a draft mode stages the trade without sending it. Primary page: https://www.mind-vest.io/atlas Documentation: https://www.mind-vest.io/atlas/setup-guide ## Compass Compass is for personal finance: budgeting, planning, expense tracking and everyday money decisions, as a web app. Primary page: https://www.mind-vest.io/compass ## The Atlas documentation, page by page ### Get started - **What is Atlas** (https://www.mind-vest.io/atlas/setup-guide): Atlas is a trading and automation platform for the stock and options market, made by MindVest. It plugs live market data, charts, and real trading into your AI, so your AI can not only read the market… - **Quickstart** (https://www.mind-vest.io/atlas/setup-guide/quickstart): 1. Open your chat app's connector settings. 2. Add a server with this link: https://atlasmcp.finmanagerai.com/mcp. 3. Sign in with Email, Google, or Discord when it asks. 4. - **Sign in and keys** (https://www.mind-vest.io/atlas/setup-guide/authentication): There are two ways to sign in. Both use the same account, so a tool works the same no matter which one you use. When you add Atlas to a chat app, it opens a sign in page. - **Plans and how you get charged** (https://www.mind-vest.io/atlas/setup-guide/plans-and-billing): Here is the simple idea: you pay for the paid work Atlas does, not for every click. Two limits matter. Every account gets a set number of paid requests each month. ### Connect Atlas - **How to connect** (https://www.mind-vest.io/atlas/setup-guide/connect-overview): Atlas plugs into your AI. Any chat app that can add a tool server can use Atlas and get the full toolset: live market data, options, charts, your broker, orders, triggers, workflows, tasks, and… - **ChatGPT** (https://www.mind-vest.io/atlas/setup-guide/connect-chatgpt): Add Atlas to ChatGPT. It takes about 2 minutes. Click your profile picture in the bottom left of ChatGPT, then click Settings. In Settings, click Apps on the left to manage your apps. - **Claude** (https://www.mind-vest.io/atlas/setup-guide/connect-claude): Add Atlas to Claude. It takes about 2 minutes. Click your profile picture in the bottom left of Claude, then click Settings. In Settings, click Connectors on the left. - **Discord** (https://www.mind-vest.io/atlas/setup-guide/connect-discord): Add the Atlas bot to your Discord server and tag it to get quick market help. Use the Add Atlas Bot to your server link, or join the Atlas Discord to try it in a shared server. - **Cursor and others** (https://www.mind-vest.io/atlas/setup-guide/connect-other): Any app that can add a tool server can use Atlas. Point it at the Atlas link and sign in. Add Atlas to your ~/.cursor/mcp.json (or the project .cursor/mcp.json): Cursor opens the sign in the first… ### Core ideas - **Overview** (https://www.mind-vest.io/atlas/setup-guide/concepts-overview): Atlas is more than a data helper. It can watch the market and act for you. Five parts work together. An alert or a schedule decides when a workflow runs. The workflow (or task) is the brain. - **Workflows** (https://www.mind-vest.io/atlas/setup-guide/concept-workflows): A workflow is a helper that runs again and again. On each run, Atlas: 1. Looks. It calls the market tools you picked (quotes, the options chain, gamma, flow, charts, and more). 2. Decides. - **Tasks** (https://www.mind-vest.io/atlas/setup-guide/concept-tasks): A task is a workflow that runs one time. It uses the same builder (tools, rules, exit, broker, messages), but instead of running forever, it runs when: one of its set times comes up, each time runs… - **What an alert can watch** (https://www.mind-vest.io/atlas/setup-guide/concept-alert-types): Every alert is one of a handful of kinds. Pick the one that matches the thing you actually want to be told about. Price — a level crossed, or a move of a certain size. - **Folders** (https://www.mind-vest.io/atlas/setup-guide/concept-folders): A folder groups your workflows so a long list stays readable. That is all it does. It is worth being explicit about what a folder does not do, because the name suggests more than it is: It does not… - **Strategies** (https://www.mind-vest.io/atlas/setup-guide/concept-strategies): A strategy is your saved trading playbook: the plan and rules you want Atlas to follow. You write it once and reuse it: Point to it in chat, like "use my wheel strategy on MSFT." Point a workflow at… - **Alerts** (https://www.mind-vest.io/atlas/setup-guide/concept-alerts): An alert watches the market and goes off when your condition is met. On its own it messages you on Discord. Attached to a workflow or task, it decides when that helper runs. - **Triggers** (https://www.mind-vest.io/atlas/setup-guide/concept-triggers): A trigger is the smallest trading piece: one "if this, then buy or sell" order. Like "buy 1 SPY at the market if the price drops to 550." When the condition is met, Atlas places the order with your… - **Taking profit in stages** (https://www.mind-vest.io/atlas/setup-guide/concept-scale-out): A trade does not have to be all-or-nothing on the way out. A scale-out ladder sells part of the position at each of several targets — so you bank something early and still leave a runner on. - **Working on a workflow together** (https://www.mind-vest.io/atlas/setup-guide/concept-collab): Most workflows are one person's. Some are not: you might build one with someone whose read on the market you trust, or share one you wrote and keep improving it with the people running it. ### Using the dashboard - **Dashboard overview** (https://www.mind-vest.io/atlas/setup-guide/dashboard-overview): The dashboard is where you build and manage everything by hand. Tabs on the left switch between areas. The main panel shows the tab you picked. - **Workflows tab** (https://www.mind-vest.io/atlas/setup-guide/dashboard-workflows): The Workflows tab shows your helpers as cards. This is where you make and manage them. Each card shows: The name and whether it is On (running) or Off (paused). - **Make or edit a workflow** (https://www.mind-vest.io/atlas/setup-guide/workflow-create): 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. - **Exits and the scale out ladder** (https://www.mind-vest.io/atlas/setup-guide/workflow-exits): In the Trades step, set Exit type to Scale out (multiple targets) to sell in stages instead of all at once. - **Tasks tab** (https://www.mind-vest.io/atlas/setup-guide/dashboard-tasks): A task is a one time helper. The Tasks tab splits them into Up next (still to run) and Previous (done). Making a task uses the same steps as a workflow (Basics, Tools, Reasoning, Trades, Notify). - **Strategies tab** (https://www.mind-vest.io/atlas/setup-guide/dashboard-strategies): A strategy is your saved trading playbook. The Strategies tab lists yours and lets you make, edit, import, and share them. - **Alerts tab** (https://www.mind-vest.io/atlas/setup-guide/dashboard-alerts): An alert watches the market and goes off when your condition is met. On its own it messages you. Attached to a workflow or trigger, it decides when that helper runs. - **Triggers tab** (https://www.mind-vest.io/atlas/setup-guide/dashboard-triggers): A trigger is one "if this, then trade" order. The Triggers tab lists your set up triggers. New trigger opens the builder, split into Broker, Action, and Trade steps. - **Templates** (https://www.mind-vest.io/atlas/setup-guide/dashboard-templates): The Templates tab is a shelf of ready made setups you can add in a couple of clicks. Filter by Stocks, Options, or Both. Each card is marked by kind: Workflow, Task, Alert, Strategy, or Trigger. - **Performance** (https://www.mind-vest.io/atlas/setup-guide/dashboard-performance): Open Performance on any trading workflow to see how it has done. Top numbers: total profit or loss, win rate, and number of round trips. - **Atlas Chat** (https://www.mind-vest.io/atlas/setup-guide/dashboard-chat): The Chat tab is a full chat. Ask Atlas anything and it uses your tools, shows its thinking, and draws live charts and order previews right in the chat. - **Profile** (https://www.mind-vest.io/atlas/setup-guide/dashboard-profile): The Profile tab holds your account settings and, most important, your key. Your key can place real orders with a linked broker. Keep it secret, and make a new one here if it ever leaks. ### MCP (chat apps) - **MCP overview** (https://www.mind-vest.io/atlas/setup-guide/mcp-overview): Atlas plugs into chat apps like ChatGPT, Claude, and Cursor. You do not install anything. You add one link, sign in once, and your assistant can use every Atlas tool. - **All tools (chat app)** (https://www.mind-vest.io/atlas/setup-guide/mcp-tools): Once Atlas is connected, ask your assistant to use any of these. The name on the left is what the assistant calls the tool. ### CLI - **CLI overview** (https://www.mind-vest.io/atlas/setup-guide/cli-overview): The CLI lets you use Atlas from your computer's terminal. You sign in once, then run any tool by typing its name. You never write JSON. - **Install** (https://www.mind-vest.io/atlas/setup-guide/cli-install): Both versions are named mindvest-atlas and both give you the atlas command. Check it worked: - **Sign in** (https://www.mind-vest.io/atlas/setup-guide/cli-auth): Sign in the same way the chat apps do. It opens your browser, you log in, and you are set. Your login is saved safely on your computer. - **How to use it** (https://www.mind-vest.io/atlas/setup-guide/cli-usage): Add each setting as a flag: Flag names use dashes. --from-date becomes fromdate in the request. For a setting inside another setting, use a dot: --updates.is-active true. - **All tools (CLI)** (https://www.mind-vest.io/atlas/setup-guide/cli-tools): Every tool, grouped by area. Type the command shown and add settings as flags. ### Web API - **Overview** (https://www.mind-vest.io/atlas/setup-guide/api-overview): You can call every Atlas tool with a normal web request. This is the way to use Atlas from your own code or a script. Send a POST to /api/v1/tools/