Atlas
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System-generated · Agent desk · Quality Momentum · stock · inception 2026-07-04

Atlas Desk — Quality Momentum

Started with ₹10,00,000 · max 10% per position (10 slots).

System-designed strategy

How this strategy works

A plain-English description of exactly what this portfolio does — its buy and sell rules, universe, and how positions are chosen and sized. Generated from the live strategy parameters, so it always matches what is actually running.

An agent-run trading desk over Atlas’s ranks (forward-only).

Buy rule
Every night after the marks, a Scout agent reads the fresh Atlas data (composite ranks, sector strength, relative strength, regime) and proposes additions; a Risk & Tax officer approves, resizes, defers or vetoes each; the PM buys only Risk-approved names, recording a thesis and a falsifiable exit condition per position.
Sell rule
The Scout checks every holding’s stated exit condition and rank health daily; sells go through the same Risk review (a short-term-gain exit is deferred unless the thesis-break is urgent). The whole book exits new-entry mode in Risk-Off regimes.
Universe
Trades stocks drawn from the Atlas-scored Nifty 500.
Which names
Judgment over the ranked watchlist — the agents choose among Atlas’s top-conviction names, never outside them.
Position sizing
One standard slot per buy (~10% of the book, 10 slots), execution costs and FIFO tax included. Hard caps (orders/night, per-sector, Risk-Off block) are enforced in code, not by the model.

This rulebook was chosen by the system’s walk-forward search, not hand-written — the exact filters above are what won on out-of-sample data. See the Learning log below for how it got here and what it rejected.

NAV · 2026-07-10
₹9,93,560
Since inception
-0.6%
Open positions
6
Cash
₹4,02,057
Costs paid (in NAV)
₹903
Tax accrued · post-tax NAV
₹0 · ₹9,93,560
Live paper-track

NAV since inception

as of 2026-07-10
Exposure

Sector weights vs NIFTY 500

Portfolio sector weights (by market value) against the live NIFTY 500 sector weights from index constituents — where this book is over- and under-weight the market.
Healthcare33.4% vs 0.0% (+33.4)
Banking31.9% vs 0.0% (+31.9)
Infrastructure18.1% vs 0.0% (+18.1)
Pharma16.6% vs 0.0% (+16.6)

Thick bar = this portfolio · thin bar = NIFTY 500 sector weight.

Atlas read

What the lens engine says about this book

Value-weighted over current holdings, from the latest lens snapshot and technicals: composite score, internal breadth (share of book above its 50/200 EMA), relative strength vs NIFTY 500 over 3 months, and any active risk flags.
Weighted composite
92.2
Above 50 EMA
85%
Above 200 EMA
100%
Weighted RS 3M
+49.8%
Risk flags
0
Open positions

Holdings (6)

InstrumentSectorQtyAvg costLastValueWeightP&LCompTechFlowValRS 3MEMA 50/200
CEMPRO
Cemindia Projects Limited
Infrastructure691431.401554.10₹1,07,23310.8%+8.6%96100607+143.3%✓/✓
GRANULES
Granules India Limited
Healthcare113859.55882.05₹99,67210.0%+2.6%951005029+36.3%✓/✓
J&KBANK
The Jammu & Kashmir Bank Limited
Banking588165.96168.41₹99,02510.0%+1.5%951005061+33.4%✓/✓
LAURUSLABS
Laurus Labs Limited
Pharma651528.001507.40₹97,9819.9%-1.3%8690500+34.0%✓/✓
NEULANDLAB
Neuland Laboratories Limited
Healthcare518988.0019542.00₹97,7109.8%+2.9%97100688+27.4%✓/✓
MAHABANK
Bank of Maharashtra
Banking1,09691.0482.01₹89,8839.0%-9.9%83884248+12.9%✗/✓
Desk log

The desk's nightly judgment

Every night after the marks: the Scout reads the fresh Atlas ranks and flags what changed; the Risk & Tax officer approves, defers or vetoes each proposal (weighing STCG vs LTCG and concentration); the PM issues orders, each with a thesis and a falsifiable exit condition. All of it is journaled — including the nights it correctly does nothing.

Lessons earned from outcomes (confidence-weighted, weekly reflection)

50% Require confirmation of a longer‑term uptrend (price above 50‑day MA and 20‑day MA bullish crossover) before taking a buy; short‑term uptrend alone led to losses. [basis: NEULANDLAB and CEMPRO satisfied longer‑term trend criteria and earned positive returns; LAURUSLABS, MCX and MAHABANK lacked such confirmation and turned negative.]

50% Favor sectors that are currently beating the NIFTY 500 on a rolling‑month basis; avoid buying into lagging sectors even if the individual stock shows a short‑term uptrend. [basis: CEMPRO (chemicals) posted +8.6% while the banking sector (MAHABANK) fell –9.9%; sector momentum proved decisive.]

50% Enter only when a stock’s relative‑strength score exceeds 0.10; low‑RS picks have repeatedly under‑performed the NIFTY 500 in this cycle. [basis: LAURUSLABS, MCX and MAHABANK all posted negative 5‑day returns despite being flagged as up‑trend, indicating weak relative strength; NEULANDLAB and CEMPRO cleared the RS filter and delivered +2.9% and +8.6%.]

Audit trail

Transactions

Every fill with its execution cost (STT/stamp/exchange/GST at the booked rates) and, on sells, the FIFO realized P&L, holding days, STCG/LTCG bucket and provisional tax. Rates are editable on /admin/thresholds.
DateInstrumentSideQtyPriceValueCostRealized P&LDaysBucketTaxReason
2026-07-09GRANULESbuy113859.55₹97,129₹114.61————manual
2026-07-09J&KBANKbuy588165.96₹97,584₹115.15————manual
2026-07-08MCXsell342643.20₹89,869₹92.56₹-9,7305stcg₹0.00manual
2026-07-03MCXbuy342923.20₹99,389₹117.28————manual
2026-07-03CEMPRObuy691431.40₹98,767₹116.54————manual
2026-07-03MAHABANKbuy1,09691.04₹99,780₹117.74————manual