# MindVest > MindVest builds two financial products. Atlas is for investors and traders: > it watches the market, runs the plan you wrote in plain English, and places > and manages the trades. Compass is for personal finance: budgeting, planning > and everyday money decisions. Atlas is driven from a dashboard, from a chat app (ChatGPT, Claude, Discord and anything else that speaks MCP), from a command line, or from a REST API. The same account and the same setups work across all four. ## What Atlas does - Workflows: a plan written in plain English, on a schedule or fired by an alert. Atlas researches, decides, then places the trade and manages the exit. - Tasks: a one-off version of the same thing, for a single event or date. - Alerts: watch a condition (a price, a volume spike, a dealer-exposure wall moving, unusual options flow) and get a DM or run a workflow when it fires. - Triggers: the staged order itself, with entry, stop loss and take profit. Take profit can be a ladder that scales out in stages. - Strategies and templates: ready-made setups you can run as they are or tweak. - Sharing: publish a setup, and anyone who subscribes trades their own size in their own account. Author edits fan out to subscribers. - Brokers: connect a real brokerage account, or run in paper first. ## Documentation Every section below is its own page. The index is https://www.mind-vest.io/atlas/setup-guide. ### Get started - https://www.mind-vest.io/atlas/setup-guide : What is Atlas - https://www.mind-vest.io/atlas/setup-guide/quickstart : Quickstart - https://www.mind-vest.io/atlas/setup-guide/authentication : Sign in and keys - https://www.mind-vest.io/atlas/setup-guide/plans-and-billing : Plans and how you get charged ### Connect Atlas - https://www.mind-vest.io/atlas/setup-guide/connect-overview : How to connect - https://www.mind-vest.io/atlas/setup-guide/connect-chatgpt : ChatGPT - https://www.mind-vest.io/atlas/setup-guide/connect-claude : Claude - https://www.mind-vest.io/atlas/setup-guide/connect-discord : Discord - https://www.mind-vest.io/atlas/setup-guide/connect-other : Cursor and others ### Core ideas - https://www.mind-vest.io/atlas/setup-guide/concepts-overview : Overview - https://www.mind-vest.io/atlas/setup-guide/concept-workflows : Workflows - https://www.mind-vest.io/atlas/setup-guide/concept-tasks : Tasks - https://www.mind-vest.io/atlas/setup-guide/concept-alert-types : What an alert can watch - https://www.mind-vest.io/atlas/setup-guide/concept-folders : Folders - https://www.mind-vest.io/atlas/setup-guide/concept-strategies : Strategies - https://www.mind-vest.io/atlas/setup-guide/concept-alerts : Alerts - https://www.mind-vest.io/atlas/setup-guide/concept-triggers : Triggers - https://www.mind-vest.io/atlas/setup-guide/concept-scale-out : Taking profit in stages - https://www.mind-vest.io/atlas/setup-guide/concept-signals : Signals: posting a play, and taking one - https://www.mind-vest.io/atlas/setup-guide/concept-collab : Working on a workflow together ### Using the dashboard - https://www.mind-vest.io/atlas/setup-guide/dashboard-overview : Dashboard overview - https://www.mind-vest.io/atlas/setup-guide/dashboard-workflows : Workflows tab - https://www.mind-vest.io/atlas/setup-guide/workflow-folders : Using folders - https://www.mind-vest.io/atlas/setup-guide/workflow-create : Make or edit a workflow - https://www.mind-vest.io/atlas/setup-guide/workflow-exits : Exits and the scale out ladder - https://www.mind-vest.io/atlas/setup-guide/dashboard-signals : Signals tab - https://www.mind-vest.io/atlas/setup-guide/dashboard-marketplace : Marketplace - https://www.mind-vest.io/atlas/setup-guide/dashboard-tasks : Tasks tab - https://www.mind-vest.io/atlas/setup-guide/dashboard-strategies : Strategies tab - https://www.mind-vest.io/atlas/setup-guide/dashboard-alerts : Alerts tab - https://www.mind-vest.io/atlas/setup-guide/dashboard-triggers : Triggers tab - https://www.mind-vest.io/atlas/setup-guide/dashboard-templates : Templates - https://www.mind-vest.io/atlas/setup-guide/dashboard-performance : Performance - https://www.mind-vest.io/atlas/setup-guide/dashboard-chat : Atlas Chat - https://www.mind-vest.io/atlas/setup-guide/dashboard-profile : Profile ### MCP (chat apps) - https://www.mind-vest.io/atlas/setup-guide/mcp-overview : MCP overview - https://www.mind-vest.io/atlas/setup-guide/mcp-tools : All tools (chat app) ### CLI - https://www.mind-vest.io/atlas/setup-guide/cli-overview : CLI overview - https://www.mind-vest.io/atlas/setup-guide/cli-install : Install - https://www.mind-vest.io/atlas/setup-guide/cli-auth : Sign in - https://www.mind-vest.io/atlas/setup-guide/cli-usage : How to use it - https://www.mind-vest.io/atlas/setup-guide/cli-tools : All tools (CLI) ### Web API - https://www.mind-vest.io/atlas/setup-guide/api-overview : Overview - https://www.mind-vest.io/atlas/setup-guide/api-tools : All tools (Web API) ## Machine-readable - https://www.mind-vest.io/atlas/setup-guide/llms : The complete documentation as one Markdown file. - https://www.mind-vest.io/atlas/setup-guide/llms.json : The same documentation as structured JSON, one entry per section, so an assistant can fetch the table of contents and then just the section it needs. - https://www.mind-vest.io/atlas-tools.json : Every Atlas tool, with its request payload and the keys it returns. - https://www.mind-vest.io/llm.json : Every Atlas template, with the prompt it runs, the tools and parameters it configures, its trade triggers and its recorded performance. Enough to reproduce a setup end to end. ## Main pages - https://www.mind-vest.io/ : Homepage. Choose Atlas or Compass. - https://www.mind-vest.io/atlas : Atlas product page. - https://www.mind-vest.io/atlas/templates : Ready-made setups to pick and tweak. Each template has its own page. - https://www.mind-vest.io/atlas/marketplace : Strategies other traders have published, with their performance. - https://www.mind-vest.io/compass : Compass product page. - https://www.mind-vest.io/affiliates : Affiliate program. - https://www.mind-vest.io/privacy : Privacy policy. - https://www.mind-vest.io/terms : Terms of service. ## Notes - MindVest is the brand. Atlas and Compass are the products. - Atlas places real orders through a connected brokerage account. Paper trading is available, and a draft mode stages a trade without sending it. - Nothing on this site is investment advice.