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Description

Atlas Trade AI is an automated trading platform driven by artificial intelligence, designed for investors seeking enhanced control, adaptability, and insight within equities and options trading. Users can link their U.S. brokerage accounts, select from a variety of predefined strategies or create their own, establish their investment allocations and risk tolerance, and oversee their trading activities in real-time through a unified dashboard. They have the flexibility to trade without leverage and can pause their trading activities, disconnect from their brokerage accounts, modify settings, or change strategies at any time. This platform supports integration with popular brokers such as Charles Schwab, Robinhood, TradeStation, Webull, tastytrade, Tradier, Alpaca, and Public. The funds remain securely in the user’s brokerage account while trades are executed according to their chosen strategies and preferences, ensuring safety and control. Atlas Trade AI aims to simplify the complexities of trading automation, providing clarity and transparency to users while allowing them to retain authority over their investments at all times. Furthermore, this innovative platform empowers investors to engage with the trading process confidently, making it accessible for both seasoned traders and newcomers alike.

Description

Effortlessly manage your investments and execute trades with the support of Schwab. You can trade a variety of financial instruments such as stocks, options, bonds, mutual funds, and ETFs. By utilizing Schwab's website and mobile app, you can easily oversee your account anytime, anywhere. Access a suite of online tools designed to help you screen and assess investments and create a tailored financial plan. You can reach out to our financial experts whenever you need assistance, and you can also find local support at a nearby branch. Our trading platforms, whether web-based or mobile, are crafted to facilitate an excellent trading experience. Whether you're looking to sharpen your trading expertise or explore something new, you can tap into a community of professionals who are equally enthusiastic about trading. With just a touch, face ID, or a saved passcode, you can quickly check your portfolio balance, including assets held outside of Schwab, as well as your holdings and statements. Depositing checks into your eligible Schwab Bank or brokerage accounts is a breeze—simply snap a few pictures. Quickly view your positions and effortlessly trade various assets like stocks, ETFs, mutual funds, and options while enjoying the convenience of modern technology.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APS Payroll No 
CFO Silvia No 
Kinfo No 
Moneytree No 
Nitrogen No 
PinkLion No 
PremiumGuardHQ No 
ProTracker Advantage No 
ProTracker RMD No 
Provisian No 
Public Yes 
The Dividend Tracker No 
TradeStation Yes 
Trademetria No 
Tradier Yes 
TradingDiary Pro No 
Utluna No 
VISE No 
Webull Yes 
tastytrade Yes 

Integrations

APS Payroll Yes 
CFO Silvia Yes 
Kinfo Yes 
Moneytree Yes 
Nitrogen Yes 
PinkLion Yes 
PremiumGuardHQ Yes 
ProTracker Advantage Yes 
ProTracker RMD Yes 
Provisian Yes 
Public No 
The Dividend Tracker Yes 
TradeStation No 
Trademetria Yes 
Tradier No 
TradingDiary Pro Yes 
Utluna Yes 
VISE Yes 
Webull No 
tastytrade No 

Pricing Details

$99
Includes 1 account connection, equities algorithms and core Atlas platform access. Agentic Trading Technology and Options Trading Technology are available upon release as paid add ons.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Atlas Trade AI

Founded

2025

Country

United States

Website

atlastrade.ai

Vendor Details

Company Name

Charles Schwab

Founded

1973

Country

United States

Website

www.schwab.com/brokerage

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