Atlas AI already knows your holdings, your monthly picks, and your goals — so every answer is about your portfolio specifically, not generic advice.
Ask about a position and Atlas AI answers with your actual holdings, weights and recent performance — no need to explain your own portfolio to it first, and no generic disclaimer where a real answer should be. It reads the same data your dashboard does, live.
Ask a follow-up and it remembers the thread — “compare that to KCB” works exactly the way it would with an analyst who was already looking at your numbers.
Ask “am I on track for retirement” and Atlas AI reads straight from your own Retirement Planner — your FIRE number, your current progress, your savings rate — rather than reciting a rule of thumb that has nothing to do with your numbers.
The same is true for Future Value: change your monthly contribution in the Plan tab, and the next time you ask, the answer reflects the new number immediately.
Atlas AI is not limited to these — they are just the questions people ask first.
Checks the position against your existing exposure before answering — not the stock in isolation, but what adding to it does to your concentration.
Pulls straight from your Retirement Planner numbers, not a generic rule of thumb that ignores your actual savings rate.
Side by side, using the same research and ratings behind the monthly picks — targets, upside and rationale together.
Reads your actual sector allocation across every linked account, not just the one portfolio you happen to have open.
Your portfolio, explained in plain language.