Architecture

Atlas • — • Inception —

Updated: —

Atlas is a daily market intelligence system driven by a multi-phase AI-orchestrated pipeline. Skills (markdown instruction files) define each analysis step, and named agents execute them. The system covers all global asset classes, producing 20+ structured research files per run.

Three-Tier Cadence

Sunday Baseline

Sunday

Full 9-phase pipeline — all 20+ files from scratch

Token cost: 100%

Daily Delta

Mon–Sat

Lightweight delta — only changed segments

Token cost: ~20–30%

Monthly Synthesis

Month-end

Review of all baselines + deltas for the month

Token cost: ~40–50%

9-Phase Pipeline

Phase	Analysis	Output	Description
1	Alternative Data	alt-data.md	Sentiment, CTA positioning, options flow, political signals
2	Institutional Intel	institutional.md	ETF flows, hedge fund activity, smart money
3	Macro Analysis	macro.md	Rates, yields, regime, VIX, DXY, leading indicators
4A	Bonds & Rates	bonds.md	Treasury yields, credit spreads, duration bets
4B	Commodities	commodities.md	Energy, metals, agriculture, commodity curves
4C	Forex	forex.md	DXY, EUR/USD, JPY, EM currencies
4D	Crypto	crypto.md	BTC, ETH, on-chain, stablecoin flows, altcoin rotation
4E	International	international.md	EFA, EEM, country risk, EM themes
5A	US Equities	us-equities.md	SPY, QQQ, breadth, factor rotation
5B–L	11 GICS Sectors	sectors/*.md	Sub-agent per sector: XLK, XLV, XLF, XLE…
7	Digest Synthesis	DIGEST.md	Master output — cross-asset synthesis + thesis tracker

Agent Swarm

Orchestrator

Pipeline driver — routes baseline vs delta

orchestrator.agent.md

Sector Analyst

Runs one or more GICS sector deep-dives

sector-analyst.agent.md

Alt Data

Phase 1 alternative data gathering

alt-data-analyst.agent.md

Institutional

Phase 2 smart money intelligence

institutional-analyst.agent.md

Portfolio Mgr

Position sizing, rebalancing, risk

portfolio-manager.agent.md

Research Asst

Ad-hoc research queries

research-assistant.agent.md

Thesis Tracker

Portfolio thesis lifecycle management

thesis-tracker.agent.md

25+

Skill Files

Output Files/Day

Named Agents

GICS Sectors