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

Atlas Desk — Conviction

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
₹9,87,918
Since inception
-1.2%
Open positions
6
Cash
₹4,10,075
Costs paid (in NAV)
₹695
Tax accrued · post-tax NAV
₹0 · ₹9,87,918
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.
Pharma50.9% vs 0.0% (+50.9)
Banking32.2% vs 0.0% (+32.2)
Healthcare16.9% vs 0.0% (+16.9)

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
91.6
Above 50 EMA
84%
Above 200 EMA
100%
Weighted RS 3M
+19.7%
Risk flags
0
Open positions

Holdings (6)

InstrumentSectorQtyAvg costLastValueWeightP&LCompTechFlowValRS 3MEMA 50/200
ZYDUSLIFE
Zydus Lifesciences Limited
Pharma851153.001159.00₹98,51510.0%+0.5%961006034+23.3%✓/✓
LAURUSLABS
Laurus Labs Limited
Pharma651528.001507.40₹97,9819.9%-1.3%8690500+34.0%✓/✓
NEULANDLAB
Neuland Laboratories Limited
Healthcare518988.0019542.00₹97,7109.9%+2.9%97100688+27.4%✓/✓
IPCALAB
IPCA Laboratories Limited
Pharma551782.401770.40₹97,3729.9%-0.7%961005817+18.3%✓/✓
KARURVYSYA
Karur Vysya Bank Limited
Banking326304.15295.65₹96,3829.8%-2.8%92956020+1.7%✓/✓
MAHABANK
Bank of Maharashtra
Banking1,09691.0482.01₹89,8839.1%-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% Do not reject a candidate solely on weak 3‑month relative strength (<0.05); IPCALAB was omitted for low RS yet rose +2.97% in 5 days, showing missed upside. [basis: IPCALAB rejected (weak 3‑month RS) but posted +2.97% T+5]

50% Apply a hard stop of roughly –5% within the first 5 days; MAHABANK fell –9.92% in 5 days, illustrating the damage from unchecked downside. [basis: MAHABANK buy –9.92% T+5; large early loss]

50% In a constructive regime, let a new long position that is +2% or more in the first 5 days run; NEULANDLAB generated +2.92% in 5 days and continued its up‑trend. [basis: NEULANDLAB buy +2.92% T+5; positive short‑term momentum held]

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
2026-07-08ZYDUSLIFEbuy851153.00₹98,005₹115.65————manual
2026-07-07KARURVYSYAbuy326304.15₹99,153₹117.00————manual
2026-07-07IPCALABbuy551782.40₹98,032₹115.68————manual
2026-07-03MAHABANKbuy1,09691.04₹99,780₹117.74————manual
2026-07-03LAURUSLABSbuy651528.00₹99,320₹117.20————manual
2026-07-03NEULANDLABbuy518988.00₹94,940₹112.03————manual