See the
whole picture.
Your portfolio, stripped of noise. An investment-grade lens on every position, every concentration, and every decision ahead.
Complexity in.
Clarity out.
Good decisions begin by seeing how the entire book fits together — not just how each ticker performed.
Know what
you actually own.
Track position sizing, account-level holdings, asset-class mix, capital deployed, and the exposures that silently dominate your portfolio.
Import Fidelity positions to see concentration, equity exposure, diversification, and available cash.
Risk is more
than volatility.
Separate observable concentration from historical risk. Understand what one position, a correlated basket, or a stress scenario could do to the book.
Go from analysis
to action.
Design target allocations, estimate required trades, prioritize portfolio cleanup, and export a complete decision-ready snapshot for a deeper review.
Strategies A, B and C are saved. Import Fidelity positions to compare current and target exposures.
Capital, in motion.
Rotate the book. See how your positions connect. Turn an overwhelming list of holdings into a structure you can understand.
Import a Fidelity CSV to highlight the exposures that deserve the most attention.
Orbital reading
Import a portfolio and the sphere will turn your holdings into a readable map: concentration, balance, and where a cleanup likely matters most.
Cleanup cue
No live recommendation yet. Once positions are loaded, ATLAS will flag the part of the structure that looks most dominant or under-diversified.
Portfolio pulse
After import, ATLAS will summarize total capital, cash ballast, account footprint, and unrealized P/L coverage.
Illustrative navigation graphic. Import a Fidelity CSV to map actual holdings; node size represents reported market value, not risk.
Every position.
One clear strategy.
Import, diagnose, model and save. No account login. No upload to a server.
Capital allocation
Portfolio diagnostics
Largest positions
Portfolio structure
Position register
| Security ↕ | Account ↕ | Asset type ↕ | Quantity ↕ | Last price ↕ | Market value ↕ | Weight ↕ | Unrealized P/L ↕ |
|---|
Risk path
Portfolio stress testing
Risk drivers
Correlation matrix
Set target exposures
Before and after
Capital movement plan
Consolidation opportunities
Security intelligence
Return assumptions by exposure
Scenario engine
Investment thesis ledger
Research coverage & methodology
01. Import Fidelity positions
Or choose a file from your device. Supports common Fidelity header variations and quoted values.
02. Add market intelligence
To calculate beta, volatility, correlations and risk contributions, generate ATLAS_Market_Intelligence.json with the included Google Colab script. It includes five-year adjusted prices, valuation fields, annual and quarterly statements, analyst snapshots, ownership records, corporate actions and partial ETF holdings.
No market-data file loaded.
03. Your snapshots
Exporting a JSON file is the recommended durable backup. A saved snapshot includes holdings, editable assumptions, and any loaded market data.
04. Bring the results to AI
Copy a structured text summary of positions, exposures, caveats and targets. Paste it into your preferred assistant and ask for a thesis-by-thesis consolidation review. Account identifiers are excluded.
Optional market-data collector
Dividend yields are normalized with a cross-check against annual dividend rates and price; ambiguous/extreme data is suppressed. Prices and fundamentals are fetched when you run the Colab code, not when you open this HTML. Yahoo Finance/yfinance coverage can be missing, delayed, adjusted or rate-limited. The collector timestamps its output.
Import audit
ATLAS is a local analytical workspace, not a brokerage, custodial feed, automated financial adviser, or trading platform. CSV positions are a point-in-time snapshot. Cost basis and today's gain/loss are not historical performance. Historical risk depends on complete synchronized market data; expected returns depend on editable assumptions.