The financial intelligence terminal
for everyone.
Atlas CFO is the agent-native Bloomberg alternative — research-grade depth and analyst-grade reasoning, built for the active retail trader, the RIA, the family office, and the institutional desk alike. One product, one agent, the whole pyramid — from $30/mo to $15K/seat.
One terminal. Three buyers. Same agent.
Active retail traders
200M+ self-directed traders on Robinhood, Webull, eToro, IBKR. Get a real analyst, an agent that reads the filings, and the same depth Bloomberg charges $30K for — at $30/mo.
Type a ticker. Get an analyst.
The command bar speaks Bloomberg. Type NVDA THESIS and Atlas pulls fundamentals, peer comps, insider activity, filings, and news in parallel — then synthesizes a cited bull/bear memo in 20 seconds.
Everything Bloomberg has — plus the agent.
Six categories. Sixty-plus capabilities. Every Bloomberg-style four-letter function code, a premium LLM reasoning layer, and a tamper-evident compliance trail underneath all of it.
A senior finance mind, on call, for everyone.
ATLAS isn't a chatbot bolted onto a chart. It's an orchestrated reasoning system — 55+ typed tools, 11 specialist desks, hash-chained audit, RED-TEAM review on every proposal. Five operating pillars:
11 specialist desks
MACRO · EQUITY · DERIVATIVES · RISK · COMPLIANCE · NEWS · QUANT · RED-TEAM · AUDIT · PORTFOLIO. Each with its own scoped tool subset and system prompt.
Hash-chained audit by default
Every order, fill, alert fire, proposal, approval, rejection, and chat turn writes a SHA-linked event. Independently verifiable in milliseconds.
Cited evidence, not vibes
Document Q&A returns verbatim excerpts with character offsets. News carries sentiment + relevance + thesis-impact. Theses cite the specific tool + number.
One product. Four tiers.
- All 23 screens · live data
- ATLAS agent — read-only mode
- Paper trading only · 1 broker
- Caps: 1 THESIS / day · 3 docs / month
- Community-moderated workflows
- Same 23 screens — uncapped
- Full ATLAS agent · 55+ tools · 11 desks
- Unlimited THESIS · 100 docs / month
- NEWS 2.0 · INSDR · RV · GF · FILE · DOC
- Algo Forge — backtest + paper deploy
- 2 broker connections
- Everything in Retail Pro — uncapped
- Shared audit room + workflow library
- RIA compliance pack
- Multi-broker per user · live algo deploy
- Team document library
- Email support · 4-hour SLA
- Everything in Team — at scale
- SSO / SAML · on-prem agent
- SOC 2 Type 2 · FINRA / CFTC reportable
- Real-money broker-dealer execution
- Custom workflows · dedicated infra
- White-glove onboarding · 24/7 support
Get on the list.
Atlas CFO is in private beta — we're rolling out access in waves to retail traders, RIAs, family offices, and institutional desks. Drop your details below; we'll be in touch within 48 hours.