Atlas
Market PulseSector ViewStocksETFFundsPortfoliosAdmin

System-generated · Agent desk · Sector Leaders · stock · inception 2026-07-04

Atlas Desk — Sector Leaders

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
₹10,01,415
Since inception
+0.1%
Open positions
6
Cash
₹4,17,173
Costs paid (in NAV)
₹895
Tax accrued · post-tax NAV
₹0 · ₹10,01,415
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.
Banking51.2% vs 0.0% (+51.2)
Pharma34.3% vs 0.0% (+34.3)
Automobile14.5% vs 0.0% (+14.5)

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
94.3
Above 50 EMA
100%
Above 200 EMA
100%
Weighted RS 3M
+15.5%
Risk flags
0
Open positions

Holdings (6)

InstrumentSectorQtyAvg costLastValueWeightP&LCompTechFlowValRS 3MEMA 50/200
J&KBANK
The Jammu & Kashmir Bank Limited
Banking609163.72168.41₹1,02,56210.2%+2.9%951005061+33.4%✓/✓
SUNPHARMA
Sun Pharmaceutical Industries Limited
Pharma521912.801938.70₹1,00,81210.1%+1.4%951005012+13.9%✓/✓
RBLBANK
RBL Bank Limited
Banking275362.80362.80₹99,77010.0%0.0%971007016+9.3%✓/✓
ZYDUSLIFE
Zydus Lifesciences Limited
Pharma861159.001159.00₹99,67410.0%0.0%961006034+23.3%✓/✓
KARURVYSYA
Karur Vysya Bank Limited
Banking328304.15295.65₹96,9739.7%-2.8%92956020+1.7%✓/✓
BOSCHLTD
Bosch Limited
Automobile241610.0042225.00₹84,4508.4%+1.5%9195527+9.8%✓/✓
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% Be selective within banking; mid‑cap banks lacking clear leadership can suffer sharp drops (MAHABANK fell -9.92% in 5 days), so maintain exposure only to clear sector leaders. [basis: MAHABANK, a non‑leader banking stock, experienced a near‑10% decline over 5 days, supporting tighter selection criteria in banking.]

50% Avoid exiting pharma/healthcare positions solely on short‑term momentum weakening; they can still deliver modest upside (NEULANDLAB would have risen +2.92% in 5 days). [basis: NEULANDLAB was exited due to perceived weakening momentum but its 5‑day forward return was positive, indicating premature exits can miss short‑term gains.]

50% In a constructive regime, add only to sectors where the clear leader shows continued relative strength; non‑leader stocks tend to underperform (e.g., KIMS, AJANTPHARM, LAURUSLABS fell 1‑3% in 5 days). [basis: Rejected non‑leader names across banking, pharma and healthcare posted negative 5‑day returns, confirming the need to ride only sector leaders.]

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
2026-07-10ZYDUSLIFEbuy861159.00₹99,674₹117.62————manual
2026-07-10RBLBANKbuy275362.80₹99,770₹117.73————manual
2026-07-09BOSCHLTDbuy241610.00₹83,220₹98.20————manual
2026-07-09NEULANDLABsell518889.00₹94,445₹97.28₹-5442stcg₹0.00manual
2026-07-07SUNPHARMAbuy521912.80₹99,466₹117.37————manual
2026-07-07J&KBANKbuy609163.72₹99,705₹117.65————manual