# Atlas Studio Documentation Atlas Studio is the Atlas desktop app for Windows and Mac. You chat with a model (Claude, ChatGPT, Grok, a model on your own computer, or your own key) and it builds and runs your own projects on your computer: bots, AI agents, and custom investing and trading tools, each with its own dashboard. This is the complete user guide as one Markdown file, written for AI assistants to read. Source: https://www.mind-vest.io/studio-setup-guide Download: https://www.mind-vest.io/studio --- # What is Atlas Studio Atlas Studio is the Atlas app for your own computer. It works on Windows and Mac. [Download it here](/studio#download). You chat with an AI model in it, the same way you would in ChatGPT or Claude. The difference is that the chat can also **do things on your computer**: make and run your own small projects, show them on a dashboard, remember what matters to you, and, if you allow it, use your screen and mouse. ![Atlas Studio when you open it: the menu on the left and the chat box in the middle](/studio/docs/studio-home.png) ## What you can do with it - **Chat** with Claude, ChatGPT, Grok, a model you run on your own computer, or a team of models working together. - **Build projects** by describing them. For example: *"every 5 minutes, check SPY and message me on Discord if it gets near a big level"*. Atlas writes it, runs it on a schedule and gives it a dashboard. - **Keep memories**, so you do not have to repeat yourself in every chat. - **Talk to it out loud**, and hear the answer. See [Talk to Atlas](#studio-voice). - **Connect your other apps and your broker**, like Notion, Stripe or Robinhood, so a chat can use them. - **Let Atlas use your computer** to click and type for you, and watch it happen. - **Open the Atlas website inside the app** with the **Cloud** switch. See [Local and Cloud](#studio-local-cloud). ## Down the left | Where | What it is for | | --- | --- | | **Local / Cloud** (top) | Switch between this app and the Atlas website. See [Local and Cloud](#studio-local-cloud). | | [New chat](#studio-new-chat) | Start a conversation. You pick a project first. | | [Model settings](#studio-model-settings) | Sign in to your models and pick the one a new chat uses. | | [This Computer](#studio-this-computer) | Your projects, their files, dashboards and chats. | | [Memory](#studio-memory) | What Atlas remembers about you. | | **More** | Anything that did not fit. See [Arrange the sidebar](#studio-arrange). | | **Recents** | Your latest chats. Click one to go back to it. | | **Your name** (bottom) | Opens your [Profile](#studio-profile). | | **...** next to your name | Your accounts on this computer, dark mode, and sign out. | At the very bottom you also see your plan and how much of it you have left this month. :::tip Atlas Studio and the [web dashboard](/atlas/dashboard) use the same Atlas account. Your alerts, workflows and signals live on the web. Studio is where things run **on your computer**. If you are looking for how the website works, see the [web docs](/atlas/setup-guide). ::: Page: https://www.mind-vest.io/studio-setup-guide --- # Install and update ## Install 1. Go to the [Atlas Studio page](/studio#download) and press **Download** for your computer: **Windows** or **Mac**. Linux is coming soon. 2. **Windows:** double click the file you downloaded. It installs in one click and opens. **Mac:** open the file and drag **Atlas Studio** into **Applications**. 3. Open **Atlas Studio**. The models Atlas needs to chat with Claude and ChatGPT come inside the app. You do not need to install anything else or open a terminal. :::note **The first time on a Mac**, macOS may say it cannot check the app. Open **System Settings → Privacy & Security**, scroll down and press **Open Anyway**, then type your Mac password. You only do this once. ::: | Computer | Needs | | --- | --- | | Windows | Windows 10 or newer | | Mac | macOS 13 (Ventura) or newer. One app for Apple chips and Intel. | | Linux | Coming soon | ## Keeping it up to date When a newer version is out, a box appears at the bottom of the left menu: **New update available**, with the version number and an **Update now** button. - **Windows:** press **Update now**. Atlas downloads it, closes and opens again on the new version. That is all. - **Mac:** press **Update now**. When it is downloaded the box says **Downloaded. Drag it into Applications**. Press **Show me**, then drag the new Atlas Studio into your Applications folder, the same as when you installed it. Atlas checks for updates on its own when it opens and every few hours. To check right now, go to [Profile](#studio-profile) and press **Check for updates**. :::note If nothing appears at the bottom of the menu, you are already on the newest version. ::: Page: https://www.mind-vest.io/studio-setup-guide/studio-install --- # Sign in and sign out Atlas Studio uses your **Atlas account**, the same one you use on the website. If you do not have one yet, you make it during sign in. ## Signing in When nobody is signed in, the app opens on one screen: **Sign in to Atlas**. ![The Sign in to Atlas screen, with the Sign in or sign up button](/studio/docs/studio-signed-out.png) 1. Press **Sign in or sign up**. 2. Your web browser opens the Atlas sign in page. Sign in there (or create an account). 3. Go back to Atlas Studio. The screen goes away on its own, and your name, picture and plan show at the bottom of the left menu. You only do this once. Closing the app does not sign you out. ## More than one account Press **...** next to your name at the bottom of the menu. It lists every account signed in on this computer, with a tick on the one in use. ![The account menu: your accounts, Add account, dark mode and Sign out](/studio/docs/studio-account-menu.png) - **Add account** signs in another one. You can keep up to five. - Click an account to switch to it. Only the sign in changes: your projects, chats and settings on this computer stay as they are. ## Signing out There are two ways, and both do the same thing: - **...** next to your name, then **Sign out**. - **Profile → Danger Zone → Sign Out**. Atlas asks you to confirm first. If it is the only account on this computer, signing out removes this computer's access, so **projects on this computer stop running** until you sign in again. If another account is signed in here, Studio carries on as that one. Your chats and files stay on the computer either way. ## Deleting your account **Profile → Danger Zone → Delete Account** opens the website, where you finish deleting it. This cannot be undone. Page: https://www.mind-vest.io/studio-setup-guide/studio-sign-in --- # Local and Cloud At the top of the left menu is a switch with two sides: **Local** and **Cloud**. ![The Local and Cloud switch at the top of the left menu, above New chat](/studio/docs/studio-local-cloud.png) | Side | What you see | | --- | --- | | **Local** | Atlas Studio itself: your chats, projects and models on this computer. | | **Cloud** | The [Atlas website](/atlas/dashboard), inside the app, already signed in as you. | Use **Cloud** for the things that live on the web: workflows, signals, alerts, triggers, the Marketplace and your plan. Use **Local** for everything that runs on your computer. Nothing is lost when you switch: your local screens are exactly as you left them when you come back. - To come back from Cloud, use the same **Local | Cloud** switch at the top of the website's menu. - A link that leaves Atlas opens in your normal web browser. - Light or dark mode is the same on both sides. - The app remembers which side you were on the next time it opens. When the left menu is folded, the switch is one round button. :::note Cloud needs the internet. If it cannot reach Atlas it says so, with a **Try again** button. Your local projects keep running either way. ::: Page: https://www.mind-vest.io/studio-setup-guide/studio-local-cloud --- # Connect your first model Atlas Studio does not have its own AI brain. It uses a model you already have, like your **Claude** or **ChatGPT** account. You connect it once. If no model is connected yet, the chat shows a yellow bar at the top: *"Claude needs credentials. Open Model settings to sign in or add a key."* ![The yellow bar that shows when a model is not connected yet](/studio/docs/studio-needs-credentials.png) ## The easy way: sign in with your account 1. Click **Model settings** in the left menu (or the link in the yellow bar). 2. Click the model you have an account with, for example **Claude** or **ChatGPT**. 3. Press **Sign in to Anthropic** (for Claude) or **Sign in to OpenAI** (for ChatGPT). 4. Your browser opens. Sign in there with your normal account. 5. Come back to Atlas Studio. The model now shows **connected**. ## The other way: paste a key If you have an API key from the company instead, open the same model, paste it in the box under **or paste a key**, and press **Save key**. You can choose where the key is kept: **OS keychain** (your computer's own locked storage, recommended) or **.env file** (a plain settings file). ## Pick the model a new chat uses At the top of Model settings, choose one under **Default model**. Every new chat starts on it. You can still switch in any chat. See [Change the model](#studio-change-model). :::tip Want to run a model entirely on your own computer, with no account at all? See [Models on this computer](#studio-local-models). ::: Page: https://www.mind-vest.io/studio-setup-guide/studio-first-model --- # Start a new chat Click **New chat** at the top of the left menu. ## First, pick a project Every chat belongs to a **project**. A project is simply a folder on your computer where the chat keeps its work: files it writes, a dashboard, notes. The chat is also saved with that project, so you can find it again later. A small window asks: **Which project?** ![Picking a project for a new chat](/studio/docs/studio-project-picker.png) - **To use one you already have:** click it, or use the arrow keys and press Enter. - **To make a new one:** type a new name and press Enter. - **To go back** without starting a chat: press Esc or click outside the window. ## Making a new project When you type a new name, Atlas asks what kind of project it is: ![Choosing what kind of project to make](/studio/docs/studio-new-project.png) | Choice | Pick it when | | --- | --- | | **Finance and trading** | You want the full Atlas setup: market data, alerts, your broker and a dashboard. | | **Start from scratch** | You want an empty folder for anything else. No dashboard, nothing about trading. | Press **Back** if you want to change the name. ## Then just type The chat opens with your project's name shown in the chat box. Type what you want and press Enter. See [The chat box](#studio-chat-box) for everything else it can do. ![A chat with Atlas: the question, the tools it used, and the answer](/studio/docs/studio-chat.png) :::tip Leaving a chat while the model is still working does **not** stop it. Go to another chat, come back later, and the answer is there. ::: Page: https://www.mind-vest.io/studio-setup-guide/studio-new-chat --- # The chat box The box at the bottom of a chat is where you type. It has a few buttons around it. ## Sending - **Enter** sends your message. - **Shift + Enter** starts a new line without sending. - While the model is working, the send button turns into a **stop** button. Press it to stop the answer. - If you send another message while it is still working, it waits in a short list above the box, **Queued**, and goes as soon as the current answer finishes. Up to five can wait. Each one has three small buttons: **Send now** (stops the current answer and sends this one), **Edit**, and **Remove**. ![Two messages waiting in the Queued list above the chat box while the model is still working](/studio/docs/studio-queued.png) ## The buttons, left to right | Button | What it does | | --- | --- | | **+** | Attach files. See below. | | **Project name** | Shows which project this chat is in. Click it to chat about a different project. | | **Brain** | How hard the model thinks. See [How hard it thinks](#studio-change-model). Not shown for a model that has no levels. | | **Model name** | Which model is answering. Click it to [change the model](#studio-change-model). | | **Microphone and a voice name** | Talk instead of typing. See [Talk to Atlas](#studio-voice). | | **Arrow** | Send. | ## Attaching files and pictures There are three ways: 1. Press **+** and choose files. 2. **Paste** a picture or screenshot straight into the box. 3. **Drag** files from your computer onto the box. Pictures and PDFs show as small previews. Click one to see it bigger; from there you can **Copy image** or **Save** it. Click the small **×** on a preview to remove it before you send. Pictures are shown to the model, so you can ask things like *"what does this chart say?"*. ## Shortcuts inside the box **Type /** to see the model's own commands, for example one that shortens a long conversation. What is on the list depends on the model. ![Typing / shows the model's commands](/studio/docs/studio-slash.png) **Type @** to pick either: - **a model**, which sends just this one message to that model, or - **a file** in your project, which sends the file along with your message. ![Typing @ lists models first, then your files](/studio/docs/studio-mention.png) Use the arrow keys to move, Enter to pick, Esc to close the list. ## Reading the answer - **"calling tool: ..."** rows show what Atlas looked up or did. Click one to see the details. - **"Thinking"** rows hold the model's working. Click to read it. - **Charts** from Atlas show right inside the chat, under the answer that made them. - **Right click** any message and choose **Copy message** to copy it. ## When something goes wrong A problem, like a model that stopped or lost its connection, shows as a short notice at the top of the window. It goes away after a few seconds, or press its **×**. If it says to pick the model again, click the model name and choose it. Page: https://www.mind-vest.io/studio-setup-guide/studio-chat-box --- # Talk to Atlas You can talk to Atlas out loud and hear it answer, instead of typing. ## Start talking In the chat box, between the model name and the send arrow, is a **microphone** with a voice's name on it. Press it and start speaking. On a Mac, the system asks once for permission to use the microphone. You can also press the small **microphone** on any chat under **Recents** to talk in that chat. ## While you are talking A moving wave and a **Stop voice** button show in the left menu. ![A voice conversation: the wave and Stop in the left menu, and what was said written in the chat](/studio/docs/studio-voice.png) - Press **Stop voice** to end the conversation. - After about a minute of quiet, the voice goes to sleep and the button becomes **Resume voice**. - What is said is written into the chat, so you can read it back later. - While the voice is on, the chat does not jump to the newest message by itself. Scroll it yourself. - You can still type. What you type is passed to the voice, and it answers out loud. ## Letting the voice press things The voice can work the app for you: open a project, switch a tab, press a button. When it wants to, it asks first, with **Decline** and **Allow**. To change that, go to [Model settings](#studio-model-settings) and set **When the voice needs to press something** to **Ask for permission** (the default) or **Fully auto**. ## Choose a voice Press the small **arrow** next to the microphone. A window opens where you pick: ![Choosing a voice: the voice model on the left, its voice actors and the language on the right](/studio/docs/studio-voice-picker.png) - the **voice model**: **Atlas voice** is included with your account. **ChatGPT voice** uses your ChatGPT sign in. The others use your own OpenAI key, or a voice model you added yourself. - the **voice actor**. Press one to hear a sample. - the **language**. Press **Use this voice**. To set the one every new conversation starts with, use **Default voice** and **Voice actor** in [Model settings](#studio-model-settings). ## How long you can talk | Limit | How much | | --- | --- | | One conversation | 1 hour of speaking | | The Atlas voice, each day | 2 hours of speaking | Only the time somebody is speaking counts. Quiet time does not. :::note The microphone only shows when you are signed in and a voice is ready to use. ::: Page: https://www.mind-vest.io/studio-setup-guide/studio-voice --- # Change the model Click the **model name** in the chat box (for example **Claude Opus 5.5**). A window opens. ![Choosing a model](/studio/docs/studio-model-picker.png) - The ones you used last are at the top. - **Type** to search every model you have, including your own models and model groups. - Click one, or use the arrow keys and press Enter. **Switching starts a fresh chat** on the new model, in the same project. The old chat is kept in Recents. If it was still answering, it carries on in the background. ## Only for one message Want a second opinion without leaving the chat? Type **@** in the chat box and pick a model. Only that message goes to it. See [The chat box](#studio-chat-box). ## Changing the one a new chat starts with Go to **Model settings** and choose it under **Default model**. See [Model settings](#studio-model-settings). ## How hard it thinks Press the **brain** button next to the model name. A small window opens, **How hard it thinks**, with a slider and one button for each level, such as **Low**, **Medium**, **High** and **Max** (some models have fewer, and some have none, in which case there is no brain button). Higher means a slower, more careful answer. Like changing the model, changing this starts a fresh chat. ![The How hard it thinks window: a slider and one button for each level](/studio/docs/studio-effort.png) Page: https://www.mind-vest.io/studio-setup-guide/studio-change-model --- # Find past chats ## Recents Your latest chats are listed under **Recents** in the left menu, newest first, with the logo of the model you used. Click one to open it and carry on. - The chat you are in is highlighted. - A chat that is **still working** gently flashes, so you can see it at a glance. - The small **microphone** on a row starts talking in that chat. See [Talk to Atlas](#studio-voice). - The small circle arrow next to **Recents** refreshes the list. **Right click** a chat in Recents for two choices: ![Right click a recent chat to open or delete it](/studio/docs/studio-recents-menu.png) - **Open** - **Delete**. This deletes it straight away, with no second question. ## Every chat: Chat Sessions Recents only shows the latest ones. For all of them, click your name at the bottom of the menu and choose the **Chat Sessions** tab. ![Chat Sessions: every conversation, filtered by model](/studio/docs/studio-sessions.png) - The tabs along the top (**All**, **Claude**, **ChatGPT**...) filter by model. - The blue button on a row opens that chat. The red one deletes it. - A chat that is still working says **Agent is working...** ## Search everything you have said Press **Search** on Chat Sessions and type a few words. Atlas looks through **every conversation on this computer**, including what the model did, not only what was said. ![Searching every conversation](/studio/docs/studio-search.png) Use **Any time / Today / This week / This month** to narrow it down. Click a result (or press Enter) to open that chat. :::note A chat's name comes from what you first asked. There is no way to rename a chat. ::: Page: https://www.mind-vest.io/studio-setup-guide/studio-past-chats --- # Ask before acting By default the model just gets on with the job: it looks things up, writes files and runs your project without stopping to ask. If you would rather approve each step, turn on **Ask before acting** in [Model settings](#studio-model-settings). With it on, whenever the model wants to do something, a window pops up: **Permission requested. Allow this?** It says what the model wants to do, with buttons such as **Allow once** or **Always allow**. - Press one of the allow buttons to let it go ahead. - Press **Cancel**, press Esc or click outside the window to say **no**. The model is told you refused and carries on without it. :::tip Turn it on while you are getting to know Atlas, and off once you trust how it works. It applies to every chat. ::: Page: https://www.mind-vest.io/studio-setup-guide/studio-ask-first --- # Chat with a team of models A **model group** is a team of models in one chat. One model, the **Router**, reads your message and hands parts of the job to the others, the **members**. Each member can have its own job, like "check every number" or "write the summary". First make a group in Model settings. See [Make a model group](#studio-model-groups). ## Using it 1. Click the model name in the chat box and pick your group (it is listed by its name, with a people icon). 2. Type your message as normal. The Router decides who does what. A row of tabs shows at the top of the chat: - **Everyone** shows the whole conversation. - **Router** shows only the Router. - **One tab per member** shows only what that member did. When the Router hands work to a member, you see a line like **Router → Numbers**. The Router's messages have a blue frame and the members' have a green one, each with the name on top. ## Talking to one member Open a member's tab and type there. Your message goes to that member only. The Router still sees it. :::note Group chats are listed first under Recents, as one row. The small arrow on the row shows each member's own thread. ::: Page: https://www.mind-vest.io/studio-setup-guide/studio-group-chat --- # Model settings Click **Model settings** in the left menu. This is where you connect the AI models Atlas talks to. ![Model settings: the default model, the switches and one row per model](/studio/docs/studio-model-settings.png) ## At the top | Setting | What it does | | --- | --- | | **Default model** | The model every new chat starts on. **Pick one** means you choose each time. | | **Default voice** and **Voice actor** | The voice a spoken conversation starts with. See [Talk to Atlas](#studio-voice). | | **When the voice needs to press something** | **Ask for permission** (it asks you each time) or **Fully auto**. | | **Ask before acting** | When on, the model asks you before each step. See [Ask before acting](#studio-ask-first). | | **Use the model's computer use tool** | Only matters for a model you added with a key. Leave it off unless you know you need it. | On Windows there is one more switch, **Keep the screen on after Remote Desktop**. Turn it on if you reach this computer through Remote Desktop and want Atlas to keep working when you disconnect. ## One row per model Each row shows the model and a tag on the right: | Tag | Means | | --- | --- | | **connected** | You signed in. Ready to use. | | **key set** | You pasted a key. Ready to use. | | **ready** | Installed, but no sign in or key found yet. | | **not set up** | Not connected yet. | Click a row to open it: ![A model row opened: sign in, paste a key, or disconnect](/studio/docs/studio-model-row.png) - **Sign in to Anthropic / OpenAI / xAI** opens your browser so you can sign in with your normal account. Once connected it says **Reconnect** instead. - **or paste a key** lets you use an API key instead. Choose **OS keychain** or **.env file**, then **Save key**. - **Disconnect** (for example **Disconnect Anthropic**) removes the sign in or key from this computer. **Grok** needs one extra step the first time: press **Install Grok**, wait for it to finish, then sign in. Later the same button says **Update Grok**. :::note Signing in to a model does not switch your current chat to it. Pick it in the chat box or set it as the **Default model**. ::: ## The last four rows | Row | What it is for | | --- | --- | | [Models on this computer](#studio-local-models) | Download free models and run them on your own machine. | | [Your own model](#studio-own-model) | Add any other AI service you have a key for. | | **Voice models** | Add a voice model you have a key for, or one on this computer. Fill in its name, web address, key and model, then **Add it**. Atlas tests it first. See [Talk to Atlas](#studio-voice). | | [Model group](#studio-model-groups) | Make a team of models that work in one chat. | Page: https://www.mind-vest.io/studio-setup-guide/studio-model-settings --- # Models on this computer You can run free, open models **on your own computer**, with no account and no internet needed once they are downloaded. Atlas uses one of two free programs to do it: **Ollama** or **LM Studio**. Open **Model settings** and click **Models on this computer**. ![Models on this computer: your hardware, the programs, and the models you have](/studio/docs/studio-local-models.png) ## Step 1: get Ollama or LM Studio At the top you see what your computer has (memory, processor, graphics card). Below that are two cards, **Ollama** and **LM Studio**: - **Install** puts it on your computer for you. - **Start** turns it on, if it is installed but not running. - **running** means it is ready. ## Step 2: get a model Type a model name under **Get a model** and press **Fetch**, or pick one from the **Or pick one** list. Not sure? **llama3.1:8b** is a good place to start, and **llama3.2:3b** is small and quick. Before you download, Atlas tells you how big it is and how well it will run on your computer. **Fetch** then does everything for you: downloads it, sizes it for your computer, tests it and adds it to the chat's model list. ## Will it run well? Each model shows a coloured tag: | Colour | Means | | --- | --- | | **Green** | Runs well here. | | **Amber** | Runs, but slowly. | | **Grey** | Too big for this computer. | ## Other buttons - **Use up to ...%** is a slider for how much of your computer a model may use. Lower it if your computer gets slow while a model is answering. - **Instructions** gives a model standing orders it follows in every chat, for example *"always answer in short bullet points"*. - **The bin** removes a model to free up space (Ollama only). - **Look again** re-checks your computer, for example after installing Ollama. ## Using it Your downloaded model now shows in the chat's model list by its name. Pick it like any other. See [Change the model](#studio-change-model). Page: https://www.mind-vest.io/studio-setup-guide/studio-local-models --- # Add your own model Have a key for another AI service, like OpenRouter, Groq, Azure or DeepSeek? Add it here and use it like any other model. Open **Model settings**, click **Your own model**, then **Add one**. ![The form for adding your own model](/studio/docs/studio-own-model.png) ## Fill it in | Box | What to put | | --- | --- | | **Name** | Any name you like. This is what you see in the chat. | | **Web address** | The service's address, from its setup page. | | **Key** | Your key from that service. | | **Model** | The model's name, spelled exactly how the service spells it. | | **Thinking levels** (optional) | If the service has levels like low, medium, high. | | **Their example request, or their setup page** (optional) | Paste the example from the service's docs. | :::tip The easiest way: copy the example request from the service's setup page (it usually starts with **curl**) and paste it into the last box. Atlas reads the address and details out of it for you. It only reads it; it never runs it. ::: Press **Add it**. Atlas tests the model before saving it and tells you if something is wrong. When it says the model **is ready to use**, press **Done**. ## After that - It shows in the chat's model list under the name you gave it. - **Edit** changes it. **Remove** deletes it straight away. - To add a second model from the same service, add another entry. Page: https://www.mind-vest.io/studio-setup-guide/studio-own-model --- # Make a model group A model group puts several models in one chat. The **Router** gets your message and hands pieces to the **members**. See [Chat with a team of models](#studio-group-chat) for how it looks in a chat. Open **Model settings**, click **Model group**, then **Make a group**. ![Making a model group: a name, a Router and its members](/studio/docs/studio-model-group.png) ## Fill it in 1. **Group name**, for example "Research desk". 2. **Router**: pick the model that runs the group. Pick a strong one. 3. **Router brief**: how the Router should run things. It is filled in for you; change it only if you want to. 4. **Members**: for each one, give a short **name** (the Router calls them by it), pick a **Model**, and say what its **Job** is. 5. **+ Add a member** for more. The bin removes one. 6. Press **Make it**. ## Tips - Give members names that say what they do, like **Numbers** or **Writer**. - Mix models. For example one model to check facts and another to write. - A group cannot contain another group. Your group now shows in the chat's model list by its name. **Edit** and **Remove** are on the group in the same row. Page: https://www.mind-vest.io/studio-setup-guide/studio-model-groups --- # This Computer and Local Mode Click **This Computer** in the left menu. It lists every project on this computer. ![This Computer: the Local Mode switch and your projects](/studio/docs/studio-this-computer.png) ## Local Mode The switch at the top, **Run tasks on this computer from the web**, is Local Mode. - **On:** your projects can run on this computer, and you can start and watch them from the [web dashboard](/atlas/dashboard) or your phone too. Under the switch it says **Connected.** when everything is working. - **Off:** nothing runs on this computer. :::warn If your projects are not running, check this switch first. ::: ## Your projects Each row is one project, with how many files it has. A **Paused** tag means it is not running on its schedule right now. | Button on a row | What it does | | --- | --- | | **Share** | Share the project with someone. See [Share and import](#studio-sharing). | | **Bin** | Delete the project and everything in it. Atlas asks first. | At the top right: | Button | What it does | | --- | --- | | **Download** | Open a project someone shared with you. | | **Refresh** | Re-read the list, and check shared projects for updates. | ## Where do projects come from? You make a project by starting a [new chat](#studio-new-chat) and typing a new name. Then you describe what you want, and the model builds it in that project. Click a project to open it. See [Inside a project](#studio-project). :::note Projects only run while Atlas Studio is open. See [Keep it running](#studio-background). ::: Page: https://www.mind-vest.io/studio-setup-guide/studio-this-computer --- # Inside a project Click a project on **This Computer** to open it. Along the top are **All projects** (to go back), the project's name, and a **Keys** button. Under that are the tabs. | Tab | What it shows | | --- | --- | | **Files** | Everything in the project. You can read and edit it. | | **Dashboard** | The project's own live page. See [A project's dashboard](#studio-dashboard). | | **Chats** | Every chat you had about this project. | | **Computer Use** | When Atlas used your screen for this project. See [Let Atlas use your computer](#studio-computer-use). | **Start from scratch** projects have no Dashboard tab. ## Files ![The Files tab with a note open](/studio/docs/studio-project-files.png) - Click a file to open it. Click a folder to open or close it. - The **pencil** lets you edit the file. **Save** keeps your change, **Cancel** throws it away. - The **bin** deletes the file (Atlas asks first). - Notes (files ending in .md) open nicely formatted. Switch to **Code** to see the plain text. - **New file** at the top makes a new one. A few files you will often see: | File | What it is | | --- | --- | | **plan.md** | What the project does, in plain words. | | **main.py** | The steps the project runs. | | **atlas.json** | When it runs (its schedule). | | **dashboard.html** | Its dashboard page. | You do not need to edit any of these yourself. Ask in a chat instead, for example *"make it run every 10 minutes"*. ## Chats ![The Chats tab: every conversation about this project](/studio/docs/studio-project-chats.png) Click one to open it and carry on. The **bin** deletes it. Chats started on the web about this project show up here too. ## Keys Some projects need a key or password for another service, such as a Discord webhook. Press **Keys** to add them. ![The Keys window](/studio/docs/studio-keys.png) - Type the key's name and value at the bottom and press **Add**. - To change one, type the new value over it and press **Save**. - The **bin** removes one. Keys stay on your computer. Once saved, a key is never shown again, and it is never shared, even if you share the project. Page: https://www.mind-vest.io/studio-setup-guide/studio-project --- # A project's dashboard Most Finance and trading projects have a **Dashboard** tab: a live page showing what the project is doing. The model builds it when it builds the project. Ask for changes in a chat, for example *"put the call and put walls at the top"*. ![A project dashboard with the Run control at the top right](/studio/docs/studio-project-dashboard.png) ## Run now and Stop The control at the top of the dashboard says whether the project is **Idle** or **Running**. - **Run now** runs it straight away, whatever its schedule. - **Stop** stops a run that is going. ## In its own window Press **Open in a new window** to put the dashboard in a window of its own. Handy on a second screen. ## On your phone With [Local Mode](#studio-this-computer) on, the same dashboard shows on the [web dashboard](/atlas/dashboard) under Local Mode, so you can check it from your phone. :::note No dashboard yet? The tab says so. Ask the model in a chat to build one. ::: Page: https://www.mind-vest.io/studio-setup-guide/studio-dashboard --- # Share and import projects ## Share one of yours 1. On **This Computer**, press the **share** button on the project's row. 2. Write one line under **What is this project?** so people know what it does. 3. Press **Choose** if you want to leave some files out. 4. Press **Yes, share it**. ![Sharing a project](/studio/docs/studio-share.png) You get a **link**. Press **Copy** and send it to whoever you like. **Your keys are never shared.** The person who imports it adds their own. Later on: - **Publish changes** sends your latest version to everyone who has a copy. You can write a note saying what changed. - The **Shared** switch turns sharing off. ## Open one someone sent you 1. On **This Computer**, press the **download** button at the top right. 2. Paste the link and press **Open**. 3. Look through what is in it: the files, the version and who made it. 4. Press **Import**, then confirm. Only import projects from people you trust, because the project runs on your computer. If the project needs keys, Atlas tells you which and gives you an **Open Keys** button to add them. ## Updates When the person who shared it publishes a new version, your copy shows **New changes from author**. Press **Review changes**, then **Update this project**. Anything you changed yourself is backed up first. Page: https://www.mind-vest.io/studio-setup-guide/studio-sharing --- # Let Atlas use your computer Atlas can use your screen, mouse and keyboard to do things for you, like filling in a form or clicking through an app. It is **off** until you turn it on. ## Turning it on 1. Open a project on **This Computer** and click the **Computer Use** tab. 2. Turn on **Let an agent use this computer**. ![The Computer Use tab](/studio/docs/studio-computer-use.png) The first time, Atlas gets your computer ready. This can take **30 minutes to an hour**, and you can leave it running. If it says your computer needs **Python**, install Python 3 from python.org and turn the switch on again. On a Mac, the Mac asks you to allow **Screen Recording** for Atlas Studio. Allow it so Atlas can see and record the screen. The switch is for the whole computer, not just this project. ## Watching it work - **Watch it work** opens a big window showing the screen, with a list of each thing Atlas did beside it ("Clicked Submit", "Typed 12 characters", "Filled 3 fields of a form"). What it types is never shown. - While a chat is using the computer, that window has a small chat box of its own, so you can tell it something or stop it without going back. - To look closer, hold **Ctrl** (or **Cmd** on a Mac) and turn the mouse wheel, pinch on a trackpad, or double click. This works on recordings too. - If you have **two screens**, a small bar floats on the other screen while Atlas is working. It has a **Stop** button and **Watch from your phone**. With one screen there is no bar, so it never gets in the way of what Atlas is doing. - With more than one screen, **Work on** lets you choose which one Atlas uses. ## Stopping it Press **Stop** on the floating bar, or stop the chat that asked for it. If you cannot reach either, push the mouse pointer hard into a corner of the screen and Atlas stops. ## Recordings Every time Atlas uses your computer, it keeps a recording and a list of what it did. Find them under **Computer Use → Recordings**. ![Recordings of past runs](/studio/docs/studio-recordings.png) - Click one to play it back. The list beside the video follows along, showing what had happened by that moment. **Show all** shows the whole list. - A long recording is split into parts. Pick a part to jump to it. - The **pencil** gives it a name. The **bin** deletes it (straight away). Page: https://www.mind-vest.io/studio-setup-guide/studio-computer-use --- # What Atlas remembers Atlas keeps short notes about you, like *"wants answers short, with the number first"* or *"uses Robinhood"*. Every chat, whichever model you use, gets the ones that matter, so you do not have to repeat yourself. Click **Memory** in the left menu to see them. ![The Memory screen](/studio/docs/studio-memory.png) ## How long it keeps things The tabs along the top: | Tab | What is in it | | --- | --- | | **Short term** | Things that matter right now. They fade after a while if they are not used. | | **Long term** | Things that stay useful for a long time. | | **Permanent** | Things that never fade. | | **Forgotten** | What was removed. You can bring any of it back. | Each memory shows what **kind** it is (like **Preference** or **Fact**), which **project** it belongs to (if any), and **how long it has left** before it fades. Memories you use often stay; ones you never use fade away on their own. ## Where memories come from 1. **From your chats.** Atlas reads your recent conversations and picks out what is worth keeping. Choose how often with the **Learn daily / weekly / monthly** menu, or press **Learn now**. **Never learn** turns this off. 2. **From you.** Press **New memory** and type it. See [Add, change and forget](#studio-memory-manage). **Model: ...** says which model does the reading. Click it to choose another. ## The map Press **Map** to see your memories as dots, grouped by kind. Bigger dots are more important. Hover a dot to read it, click it to open it. Press **List** to go back. ![The memory map](/studio/docs/studio-memory-map.png) ## Finding one - **Search** looks through everything Atlas remembers. - **Filter** narrows the list by kind, project, how long it is kept, and when it was saved. **Clear** resets it. :::note Memories are kept on this computer. A memory tagged with a project is used in chats about that project; one with no project is used everywhere. ::: ## Sharing with the website What Atlas Studio remembers stays on this computer unless you switch sharing on. The switch is on the website: **Profile → Memory → Share with my computers** (use the **Cloud** switch to open it without leaving the app). While it is on, Atlas in the web chat and the assistants you connected can read the memory on this computer, and add to it or change it, as long as the app is open here and Local Mode is on. Switch it off there and they cannot. Page: https://www.mind-vest.io/studio-setup-guide/studio-memory --- # Add, change and forget ## Add one yourself Press **New memory** on the Memory screen. ![Adding a memory](/studio/docs/studio-memory-new.png) 1. Type what Atlas should remember, in plain words. 2. **Kind**: what sort of thing it is (a fact, a preference, something about you...). 3. **Kept for**: Short term, Long term or Permanent. 4. **Project**: leave as **No project** to use it everywhere, or pick one project. 5. **Importance**: slide it up for things that really matter. 6. Press **Add**. If your new memory replaces an older one that says something different, Atlas tidies the old one away for you. ## Change one Click a memory to open it. Change the words, the kind, how long it is kept, the project or the importance, then press **Save**. If it came from a chat, **Open the chat it came from** takes you there. You can also move the **Importance** slider right in the list: Minor, Important or Essential. ## Forget one Press **Forget** on the memory. ## Forget several at once 1. Press **Select**. 2. Tick the ones you want, or **Select all shown**. 3. Press **Forget** and confirm. ## Bring one back Open the **Forgotten** tab and press **Restore** on it. ## When Atlas asks you Sometimes Atlas is not sure whether to change a memory. It then shows a **Your call** box above the list with what it wants to do and why. Press **Do it** or **Leave it**. Page: https://www.mind-vest.io/studio-setup-guide/studio-memory-manage --- # Arrange the sidebar The left menu is yours to arrange. You can rename things, change the order, pin your favourite places and choose which screen Atlas opens on. ## More The menu shows **five** buttons. Anything after the fifth goes under **More**. Click **More** to see them. ![The More menu](/studio/docs/studio-more-menu.png) ## Press and hold **Press and hold** any button in the menu for half a second, or **right click** it. A small menu opens: ![Holding a menu button shows what you can do with it](/studio/docs/studio-hold-menu.png) | Choice | What it does | | --- | --- | | **Rename** | Give it your own name (up to 30 letters). | | **Arrange** | Change the order of everything. See below. | | **Open this first** | Atlas opens on this screen when it starts. **Stop opening first** undoes it. | | **Move to More** | Take it off the menu and put it under More. | | **Move to the rail** | Bring it back from More. | | **Remove from panel** | Remove one of your own pins. | **New chat**, **Model settings**, **This Computer** and **Memory** can be renamed or moved to More, but never removed. ## Pin a place you use a lot You can pin a **project**, one of its **tabs** (like its Dashboard), or a **Profile** tab (like Chat Sessions) to the menu: 1. Press and hold it (or right click it). 2. Choose **Add to panel**. 3. Give it a name and press **Save**. ![Pinning a project to the menu](/studio/docs/studio-add-to-panel.png) For example, pin your project's dashboard as "SPY dashboard" and it is one click away. ## Arrange Choose **Arrange** from the More menu or the hold menu. ![Changing the order](/studio/docs/studio-arrange.png) - The **up** and **down** arrows move a button. - Everything below the **In More** line lives under More. - **To More** / **To the rail** move a button between the two. - The **bin** removes one of your own pins. - Press **Done** when you are finished. ## Make the menu smaller The **<** arrow next to "Atlas Studio" at the top folds the menu down to icons. Press it again to open it. On a small window it folds by itself. ![The menu folded down to icons](/studio/docs/studio-collapsed.png) :::tip Your menu is saved to your Atlas account, so it looks the same on every computer where you use Atlas Studio. ::: Page: https://www.mind-vest.io/studio-setup-guide/studio-arrange --- # Profile, dark mode and updates Click **your name** at the bottom of the left menu. Profile has three tabs along the top: **Profile**, **Chat Sessions** (see [Find past chats](#studio-past-chats)) and **Connectors** (see [Connectors](#studio-connectors)). ![Your Profile](/studio/docs/studio-profile.png) ## What is on Profile | Section | What it does | | --- | --- | | **Appearance** | The **Dark mode** switch. Turn it on for a dark screen. It is also in the **...** menu next to your name. | | **Software** | Which version you have. **Check for updates** looks for a newer one now. | | **Subscription** | Your plan and how many requests you have used this month. | | **Your Atlas key** | A key for connecting other tools to your Atlas account. Treat it like a password. The eye shows it, the copy button copies it, **New key** makes a new one (the old one stops working). | | **Danger Zone** | **Sign Out** and **Delete Account**. See [Sign in and sign out](#studio-sign-in). | **↻ Refresh** at the top right reloads your details. ## Dark mode Profile → **Appearance** → turn on **Dark mode**. It changes the whole app, and dashboards follow it too. ![Atlas Studio in dark mode](/studio/docs/studio-chat-dark.png) :::note Discord and billing are managed on the website, under Profile in the [web dashboard](/atlas/dashboard). You can open it without leaving the app with the **Cloud** switch. See [Local and Cloud](#studio-local-cloud). A broker can be connected here, under [Connectors](#studio-connectors). ::: Page: https://www.mind-vest.io/studio-setup-guide/studio-profile --- # Connectors Connectors link Atlas to the other apps you use, like **Notion**, **Stripe**, **Dropbox** or **PayPal**, and to your **broker**. Once one is connected, you can ask for things like *"what did Stripe pay out this week?"* in any chat, and your projects can use it too. Click your name at the bottom of the menu, then the **Connectors** tab. ![Your connectors](/studio/docs/studio-connectors.png) ## Add one ![Add a connector: app tiles and broker tiles, each broker marked Trading enabled or Read-only](/studio/docs/studio-add-connector.png) 1. Press **+ Add a connector**. 2. Search for the app, for example "notion", and click its tile. 3. Press **Sign in and connect**. 4. Your browser opens. Sign in there and allow access. 5. Come back to Atlas. The connector shows **Connected**. Nothing needs copying: the sign in comes back to the app on its own. **Not in the list?** If the app gives you a connector address, press **Add by address**. Fill in the name and the address, choose how it signs in (**API key**, **Sign in (OAuth)** or **No sign-in needed**), and press **Connect**. ## Connect a broker Brokers are in the same list as the apps. Each broker tile is marked **Trading enabled** or **Read-only**, so you know before you connect whether Atlas can place orders with it or only look. There are two kinds: | Kind | How you connect | Where it lives | | --- | --- | --- | | **Topstep** and **OANDA** | Pick **Demo** or **Live**, paste your key, press **Connect**. **Where do I find this?** shows the steps. | On this computer. The key stays in your computer's locked storage, and orders go from this computer. | | **Every other broker** | Press **Sign in and connect**. Your browser opens, you sign in to your broker there, and it finishes on its own. | On your Atlas account. It is the same broker list you see on the website. | ![Connecting a broker with a key: Demo or Live, your username and API key, and where to find the key](/studio/docs/studio-broker-connect.png) A connected broker is a row like any other connector, with the same buttons. Signing out of, or deleting, a broker on your Atlas account removes every account in that group. :::warning A broker marked **Trading enabled** can place **real orders**. With a broker on this computer, opening a new trade needs a paid plan. Closing a trade and cancelling an order always work. ::: ## On each connector | Button | What it does | | --- | --- | | **View tools** | See everything Atlas can do with it. | | **Refresh tools** | Check again for what it can do. | | **Sign out** | Disconnect it for now. You can **Connect again** later. | | **Delete** | Remove it completely. | :::tip App connectors, and the brokers you connect with a key, live on your computer. Your sign ins are kept in your computer's locked storage, and Atlas talks to the app directly, not through our servers. A broker you sign in to through the browser is connected to your Atlas account instead. ::: Page: https://www.mind-vest.io/studio-setup-guide/studio-connectors --- # Keep it running Your projects only run **while Atlas Studio is open**. So what happens when you close the window matters. ## Closing the window When you close Atlas Studio, it asks: **Keep Atlas running in the background?** | Button | What happens | | --- | --- | | **Keep running** | The window closes but Atlas keeps going. Your schedules and projects carry on. | | **Stop and quit** | Everything on this computer stops. | | **Cancel** | Nothing. The window stays open. | Either way you stay signed in. ## Finding it again When Atlas is running in the background, its icon sits in the **system tray** on Windows (bottom right, near the clock) or the **menu bar** on Mac (top right). Click or right click it for: - **Open Atlas Studio** - **Start at login (run in background)**: Atlas starts on its own, quietly, when you turn on your computer. Tick this if your projects should always be running. - **Quit Atlas Studio** ## If the computer sleeps A sleeping computer does not run anything. If a project must run at a set time, keep the computer awake then. Page: https://www.mind-vest.io/studio-setup-guide/studio-background --- # Help: something is not working ## The chat says a model "needs credentials" The model is not connected. Go to **Model settings**, open that model and sign in or paste a key. See [Connect your first model](#studio-first-model). ## My project is not running Check these, in order: 1. **Local Mode** is on (This Computer, top of the screen). 2. **Atlas Studio is open**, or running in the background. See [Keep it running](#studio-background). 3. You are **signed in** (your name shows at the bottom of the menu). 4. The project is not **Paused**. 5. The project has all its **Keys** filled in. To test it, open its **Dashboard** and press **Run now**. ## It says "Hello there" instead of my name Atlas could not load your details, usually because the computer is offline. Check your internet. If the app shows the **Sign in to Atlas** screen instead, press **Sign in or sign up**. See [Sign in and sign out](#studio-sign-in). ## Where are my files? **This Computer** → click the project → **Files**. On your disk they are in the **AtlasStudio** folder in your home folder. ## Where do I put a password or API key for a project? **This Computer** → the project → **Keys**. Never paste keys into a chat. ## Can it use my screen? Only if you turn it on. See [Let Atlas use your computer](#studio-computer-use). ## Does it work when the app is closed? Only if you chose **Keep running** when you closed it. If you chose **Stop and quit**, nothing runs until you open it again. ## I want the newest version Profile → **Check for updates**. See [Install and update](#studio-install). ## I deleted a chat by mistake Deleting a chat cannot be undone. Deleted memories, though, can be brought back from **Memory → Forgotten**. Page: https://www.mind-vest.io/studio-setup-guide/studio-help ---