Atlas Desk — Rotation

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.

2026-09-11: No changes this cycle — nothing looked worth acting on, so it held everything.