Upload a screener CSV, or pick your stocks one by one, to get started.
📂 Upload Atlas Screener Export
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Drop your screener CSV or Excel here
Atlas format: Ticker · Sector · Region · ROIC% · Upside% · SmartMoney
Also accepts any spreadsheet with a Ticker column.
🔎 Or pick your stocks one by one
Search by ticker or company name across the whole Atlas universe (27,000+ stocks, 30+ exchanges). Add as many as you like, then build and track them exactly like a Screener selection.
⚙ Build Portfolio with Tracking Error Constraint
Pick your stocks and how much to invest — Atlas picks sensible defaults for everything else (benchmark, weighting, position limits). Switch to Advanced anytime for full control over Tracking Error, benchmark, and weight caps.
📋 Prompt · copy & paste to any AI
Benchmark
Total: 0%
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Tracking Error target not achievable with this universe
WHAT IS TRACKING ERROR?
Tracking Error (TE) measures how much your portfolio's returns deviate from its benchmark (e.g. S&P 500) each year. A TE of 6% means your returns could differ from the index by ±6% in any given year — some years better, some worse. Most institutional mandates require TE below 6–8%. With a concentrated active portfolio (15–30 stocks), hitting 6% is mathematically hard without specific techniques — these options show you how.
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Option A · Blend with index ETF
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Option B · Raise TE target to realistic level
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Option C · Upload a larger screener
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Option D · Smart anchor sleeve — no ETF
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Portfolio Analytics
By Sector
By Region
Top 10 · Weight Concentration
Risk Metrics · Ex-ante estimates
All ex-ante: parametric factor estimates, not historical observations.
Portfolio Fundamentals · vs Universe
Ticker
Name
Sector
Region
Weight
P/E
ROIC
Rev Gr
Upside
Score
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Portfolio Analytics
Portfolio Value vs Benchmarks
Sector Weight · Target vs Actual
Holdings
Ticker
Name
Sector
Region
Tgt W
Shares
Buy $
Last $
Value
P&L $
P&L %
Act W
Upside
All prices are shown in USD. Non-US stocks are automatically converted at live exchange rates so performance is comparable across markets. You can edit any price manually. · Future: multi-currency display.
Recent Insider Activity · last 500 filings · full feed ↗
SEC Form 4 filings only exist for U.S.-registered companies (U.S.-listed or with a U.S. ADR) — this panel will be empty for positions that don't file with the SEC.