Not a chatbot on charts. Atlas CFO is a multi-agent operating system — and its kernel is now live: the Conductor heartbeat, the event-driven nervous system, self-reconciling memory, and audited execution boot and run as one system. It governs your whole book across every venue, learns from its own realized calls, and crosses into audited, reversible action no read-only assistant dares. Across 85 institutional-grade screens and a 10-desk agent layer, from $30/mo to enterprise scale.
Ask across the whole market in natural language. Every idea is cited and one click from a House-View stance, a Decision-Ledger entry, and an audited paper playbook — discovery that flows into the owned, self-grading loop, which read-only assistants cannot do.
A standing per-name analyst that re-runs and self-revises its thesis on every new event, queued for one-click accept — a living document, not a one-shot answer.
Free, logged-out per-ticker and per-sector pages that beat Yahoo and MarketWatch on reasoning and citations — with a funnel straight into the pro terminal.
A proactive orchestration kernel that previews and runs cycles over the normalized event stream and consolidated memory.
Consolidation runs surface and resolve contradictions across the book so the agent's beliefs stay coherent over time.
Material events fan out to the desks; every read→write crosses a tamper-evident audit chain.
Every datum carries its source, as-of timestamp, and synthetic flag — and auto-upgrades the moment live keys resume. live data paused · synthetic where labeled
Atlas remembers your theses, positions and conclusions across sessions and recalls them by meaning — pgvector hybrid recall, not keyword search. See and edit exactly what it knows in the Memory Drawer.
Agent-authored monitors trigger on new material 8-K / 10-Q / 10-K filings, insider Form-4 clusters, and thesis-breaking news — then draft a one-paragraph brief and notify you. Edge-triggered intelligence, not static price alerts.
Ask in natural language across full-text filings and transcripts and get answers with source-linked spans and quarter-over-quarter diffs. Every claim traces back to the primary document.
Every War-Room and multi-desk run is appended to an append-only, hash-chained audit log you can verify and replay step-by-step — provenance by design, not screenshots.
Plus an insider-cluster + smart-money 13F rollup that ranks your whole book by conviction. Built on a swappable data layer — live market feeds are currently paused on provider keys, so any provider-derived path is clearly labeled synthetic in-app.
Read-only research assistants cite their sources but never tell you whether they were right — and never cross into action. Atlas does both: it scores its own track record and executes audited, reversible playbooks under your control.
Atlas backtests its own theses, War-Room verdicts and monitor fires against what actually happened, computes per-desk hit-rate and calibration, and writes the grade back into memory — so future answers are weighted by its real track record, not its confidence.
The agent drafts a multi-step playbook with projected impact; you one-click approve. Each leg runs on the paper layer, is written to the tamper-evident chain, and is reversible with one-click rollback. A kill-switch hard-stops execution before every leg — human-in-the-loop by design.
One runtime fuses monitors and the morning brief, prioritizes recurring agent work per user by coverage and memory, and escalates from in-app to push when something is material — so Atlas keeps working between your sessions.
War-Room debates harden into a durable, per-ticker ledger: each desk's standing stance and conviction, with explicit consensus vs. dissent and an audited evidence trail that evolves as new debates land.
Rank a whole universe by earnings-call sentiment trend on any theme, quarter over quarter, with citations back to the source transcript — find who's accelerating and who's quietly slowing.
Atlas now answers many questions across many companies at once, compiles the cited evidence into agent-authored deliverables, weights each desk by how right it has actually been, and runs overnight diligence against the positions you actually hold.
Ask many questions across many companies at once and get a cited matrix — every cell carries its source, a confidence score, and a flag when the answer contradicts your House View.
Atlas compiles cited evidence into an IC memo or diligence pack where every claim deep-links to its source and shows Atlas's own calibrated track record, then exports it and appends it to the tamper-evident audit chain.
Each specialist desk's vote is weighted by its measured hit-rate and Brier score, so Atlas reports calibrated confidence plus dissent and visibly learns from being wrong — no competitor reports whether its own past answers were right.
Every night Atlas diffs each of your positions' new filings and insider activity against your stored thesis, ranks by P&L-at-risk, and escalates a draft reversible playbook — something a pure research corpus structurally cannot do because it does not own your book.
The agent's presence is now ambient in the terminal shell — a live reasoning heartbeat, pinned conclusions, and one-click alert actions woven into the top bar. Data sits on a swappable layer with synthetic data clearly labeled; live market data stays paused on provider keys.
Atlas now aggregates your entire book across venues, grades its own bets by what actually happened, stress-tests the whole portfolio on demand, and exports a signed, provenance-complete track record.
One source of truth across every venue — IBKR, Schwab, Coinbase and more aggregated into a single house position, with automatic bull-vs-bear contradiction detection when two accounts disagree on the same name.
Every desk verdict is graded by realized P&L, with per-reason calibration curves (momentum, earnings, valuation, macro…) that auto-discount future conviction whenever a reason code has been historically wrong.
Compose named macro shocks and per-position overrides into one what-if, then persist and replay it across the book — stress your whole portfolio on demand, not one ticker at a time.
SEC-Marketing-Rule-ready: a signed, complete-population performance record with full provenance, exported straight from the tamper-evident audit chain — every figure traceable to the call that produced it. synthetic · not live
Atlas now ingests your private research into a cited corpus anchored to your positions, proves its process beat the benchmark over hundreds of decisions, anchors every capital call to its regime, tracks catalyst confluence, blends a consensus fair value, and makes the desk multiplayer with dual-control sign-off.
Your broker notes, expert calls, and private docs — chunked, semantically searchable, and anchored to your positions, with cross-source contradictions flagged against the House View. uploaded sources · unverified
Hit-rate, Brier, information-coefficient, and alpha-vs-benchmark per desk, reason, and regime — proof the process beats the benchmark over hundreds of decisions, not just per-call grading.
Every capital call anchored to its macro regime + desk consensus + conviction, with stale-regime positions auto-surfaced for re-conviction.
A persistent confluence calendar fusing insider clusters + estimate-revision risk + macro events, ranked by exposure at risk.
Blended DCF + peer-median + P/E-momentum fair value with rich/cheap conviction reweighting — every method carries explicit provenance.
Shared presence, @-mention into a running War Room, and a required second signer before any staged playbook executes.
Live data stays paused on provider keys — synthetic where labeled, and uploaded/ingested sources are explicitly marked unverified. Nothing is ever presented as live.
200M+ self-directed traders worldwide. Get a real analyst, an agent that reads the filings, and institutional-grade depth — at retail price.
The command bar speaks function codes. 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.
Atlas now reads your earnings calls live, fuses the smart-money signals retail can't see, scores which KPIs actually inflected, catches quiet analyst downgrades before the public cut, prices the vol surface, and extends its own toolset under dual-control sign-off. live-call · alt-data · vol-surface synthetic until keys resume
Streams an earnings call chunk-by-chunk, scoring guidance vs prior consensus and thesis impact in real time, firing thesis-break alerts.synthetic
Fuses dark-pool, social, insider, and 13F flow into one calibrated institutional-flow signal retail can't assemble.synthetic
Per-vertical KPI templates score which operating metrics actually inflected, conviction-weighted and benchmarked across peers.
Clusters consensus shifts into discrete events and flags quiet analyst downgrades before the loud public cut lands.
Institutional IV surface with term structure and skew, plus a spot×vol scenario-Greeks stress engine over the whole book.synthetic
Atlas drafts, sandbox-validates, and runs unit tests on its own pure-function tools, promoting them only on green plus dual-control sign-off.
A chatbot answers a prompt. An operating system reasons across your whole book, links entities, makes its desks argue, scores how grounded each answer is, and shows its work. Wave 8 ships the spine: a cross-entity knowledge graph, parallel adversarial desk debate, agent grounding plus observability, and an analyst-grade fundamentals layer. graph edges · snapshots · extracted statements synthetic until keys resume
Materializes a ticker/sector/person graph from filings and Form-4 flow, then traverses it 1–4 hops with propagated path-confidence — ask which names in your book are exposed to a supplier or customer shock, every edge citation-tagged.synthetic edges flagged
Specialist desks fan out concurrently, then cross-examine each other's opening views as untrusted input and rebut — before a calibration-weighted verdict with explicit dissent.synthetic when desks paused
Every answer carries a 0–100 grounding score traceable to its cited sources, chained into the tamper-evident audit ledger; agent latency, error-rate, and MTTR are monitored with low-grounding flags. The compliance-grade differentiator.
LLM-extracted, two-tier-cached multi-year income, balance, and cash-flow statements with ROIC, EV/EBITDA, and FCF-yield quality ratios — derived under disclosed assumptions while keys are paused.synthetic until keys resume
Eight waves of subsystems become one trustworthy operating system: a governed control loop decides what to run next per book on every heartbeat, an event-driven nervous system fires the instant something material lands, memory reconciles its own contradictions, and the plumbing proves itself at boot. event bus runs on documents/structure while live prices stay paused — synthetic where labeled
A meta-orchestrator runs on every heartbeat: it reads world-state per book, scores the candidate next-actions, and dispatches the single highest-value one through the existing planner and desks — or holds. Each cycle writes one fully-audited decision row, so the kernel's reasoning is replayable, not a black box.
A normalized real-world event bus carries filings, transcripts, Form-4 insider clusters, estimate revisions, and regime shifts — and fires the instant a material event lands. It runs on documents and structure, so it keeps working while live price feeds are paused.synthetic where labeled
A nightly consolidation pass de-duplicates and merges facts, decays stale conviction, and reconciles bull-vs-bear contradictions — knowledge is archived, never silently dropped. A conviction-decay early-warning watch flags weakening theses proactively, before a thesis breaks.
A boot-time integrity self-audit checks that every route is mounted, every migration applied, and every agent tool wired — exposed at /api/health/integrity and guarded in CI. The trust differentiator versus a black box.
85 institutional-grade screens · 100 typed agent tools · 10 specialist desks · 8 multi-step workflows · 6 brief kinds. Every four-letter function code, a premium AI reasoning layer on top, and a tamper-evident compliance trail underneath all of it.
A single question fans out across the desks. They run their tools concurrently, challenge each other through RED-TEAM, and converge on a cited answer — every step written to a tamper-evident audit chain. This is what a real multi-agent system looks like.
A bullish memo that nobody challenged is just a press release. Every agent-staged order and every thesis is automatically handed to a dedicated bear-case desk that attacks it with the same tools. You see the strongest counter-argument first, not after the fill. Yahoo and MarketWatch have no equivalent — there is no second mind to disagree.
Every desk message, tool call, proposal, fill, and approval is written as an event whose hash folds in the hash of the one before it. Change any past record and every link downstream breaks — so tampering is detectable in milliseconds, not discovered in a deposition. A news site keeps no such ledger; here it's the foundation.
The AI operating system for financial intelligence — memory, planning, governance, and audited execution.
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.