Run your portfolio from your own software

ATLAS API is how you open and close positions, read the order tape, pull stored insights and performance, share a book, and mint tokens — the same record you already use in TRINITY.

Open and close Orders and performance Share and tokens

Open and close positions

A write here changes the share count on that portfolio. Open with a symbol, share count, and entry price. Close the remaining position, or a slice of it.

  • Long or short. Optional stop and target on the open.
  • Optional trade date. Close can take an exit price, or use the latest mark.
  • The order is written when the position changes, so you can read it back.
Open and close methods

Read the order history

Every open and close leaves a row. Pull the tape for a portfolio you own — up to 50 orders per call. An empty page means nothing has filled yet, not a missing endpoint.

  • Owner only. A viewer you invited cannot read this list.
  • Page size is 1 to 50. There are no cursors.
  • Use it to confirm what stored after a write.
Orders method

Stored trades, signals, and alerts

These reads return what is already on the book. Signals and stage on each open position. The newest stored alerts document. Nothing here invents a new research engine.

  • Signals snapshot: symbol, signal, and stage on open rows. Closed rows are omitted.
  • Alerts snapshot: the latest stored date. No dates means an empty snapshot.
  • A missing signal is null. A missing alert list is empty. That is the stored state.
Snapshot methods

Cash, holdings, and dated performance

The trade snapshot is cash plus the stored holdings: remaining, total, and allocated capital. Performance and benchmark figures are the last completed update. They are not recalculated on every request.

  • Trade snapshot: capital fields and the allocations array on the book.
  • Performance is served when it has already been written. If that update is not there yet, the read is empty until it is.
  • A number on the screen can be from the last batch. That is the figure the API returns.
Trade snapshot method

Invite someone to view or edit

Sharing is a grant on one portfolio. It is not ownership. Invite by email. Give read or edit. Revoke when you are done. The person you invited sees that book — not every book on your account.

  • Read can follow the book. Edit can change it. You stay the owner.
  • Order history stays with the owner. A shared viewer does not get that list.
  • Owner-only fields are stripped for a shared reader.
Open Portfolio HUB

Mint an API token from Account

Sign in, open Account, mint a token. The secret is shown once. You can keep two live tokens. A third mint is refused until you revoke one. A token cannot mint or revoke other tokens.

  • Send it as Authorization: Bearer on later calls.
  • List live tokens, then revoke by hash when you rotate.
  • You can also mint from a signed-in session on the HTTP reference.
Mint a token

Create, list, settings, and risk

Create a portfolio with a name and starting capital. Capital is set at create. You can keep three active books; archive one to make room for another. List, sort, and page them. Rename. Mark a favorite. Archive.

  • Settings: daily email and automation flags on that book.
  • Risk: max positions, position size, portfolio risk, allocation style, half Kelly.
  • A fourth active book is refused until you archive one.
Portfolio methods

Methods, authentication, errors, limits

The HTTP reference is the live contract: paths, request bodies, status codes, rate limits, and pagination. The handbook is the short product page before you write a client.

  • Authenticate with a signed-in session token or a live tri_ secret.
  • 60 requests per minute and 2,000 per day, per account. Over that is 429.
  • Offset paging on the portfolio list. A size cap on order history. No cursors.
Open the HTTP reference

On the wire

Positions, orders, and two live tokens

Start on Account if you need a token. Start on the HTTP reference if you already have one and want the method list.

Open Positions you write
50 Orders per page
2 Live tokens

Builder

Open the HTTP reference, then mint a token