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

Atlas Desk — Rotation

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
₹9,96,156
Since inception
-0.4%
Open positions
7
Cash
₹2,98,144
Costs paid (in NAV)
₹1,437
Tax accrued · post-tax NAV
₹0 · ₹9,96,156
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.
Healthcare42.7% vs 0.0% (+42.7)
Pharma42.6% vs 0.0% (+42.6)
Capital Markets14.7% vs 0.0% (+14.7)

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
93.8
Above 50 EMA
100%
Above 200 EMA
100%
Weighted RS 3M
+23.9%
Risk flags
0
Open positions

Holdings (7)

InstrumentSectorQtyAvg costLastValueWeightP&LCompTechFlowValRS 3MEMA 50/200
IPCALAB
IPCA Laboratories Limited
Pharma581719.401770.40₹1,02,68310.3%+3.0%961005817+18.3%✓/✓
NUVAMA
Nuvama Wealth Management Limited
Capital Markets531887.501934.60₹1,02,53410.3%+2.5%951005017+44.8%✓/✓
RAINBOW
Rainbow Childrens Medicare Limited
Healthcare691440.001481.50₹1,02,22410.3%+2.9%951005016+15.3%✓/✓
ZYDUSLIFE
Zydus Lifesciences Limited
Pharma851159.001159.00₹98,5159.9%0.0%961006034+23.3%✓/✓
MEDANTA
Global Health Limited
Healthcare731351.101348.30₹98,4269.9%-0.2%9195589+23.2%✓/✓
NEULANDLAB
Neuland Laboratories Limited
Healthcare518944.0019542.00₹97,7109.8%+3.2%97100688+27.4%✓/✓
AJANTPHARM
Ajanta Pharma Limited
Pharma293345.303307.60₹95,9209.6%-1.1%86905014+14.6%✓/✓
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% Reject add‑on trades for any stock that shows a 5‑day decline exceeding 2% after a sector‑wide weakness signal [basis: KIMS was correctly rejected (‑2.88% 5‑day) while a similar negative move would likely hurt performance]

50% Buy pharma stocks that post‑turn exhibit a 5‑day price gain greater than 2% after a sector‑wide pullback [basis: IPCALAB (buy) +2.97% and NEULANDLAB (rejected) +2.92% 5‑day moves after the early pharma turn indicate strong short‑term upside]

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
2026-07-10ZYDUSLIFEbuy851159.00₹98,515₹116.25————manual
2026-07-09MOTILALOFSsell103909.60₹93,689₹96.50₹-6,2653stcg₹0.00manual
2026-07-08PTCILsell517409.00₹87,045₹89.66₹-2,2851stcg₹0.00manual
2026-07-08HBLENGINEsell122781.90₹95,392₹98.25₹-4,4922stcg₹0.00manual
2026-07-07PTCILbuy517827.00₹89,135₹105.18————manual
2026-07-07MEDANTAbuy731351.10₹98,630₹116.38————manual