Giving direction to your dreams

Connecting your investment to real life goals

Dashboard image of Atlas-AI

Available For

Windows

Mac

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Why Choose Atlas-AI?

Atlas intuitively tracks various platform production and clearly connects profits to help you achieve your goals and desires.

Dashboard

Dashboard

Overall view from each aspect

Platforms

Platforms

Investments and the connected information

Goals

Goals

Specific objective that is pursued through gains

Crypto

Crypto

The balance of different crypto assets

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No more messy spreadsheets
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See your portfolio in one place
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Know your overall risk profile
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Receive notifications when you ROI
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Auto calculate all your gains
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Built in goals for each platform
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Plan your unique wealth journey
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Takes guess work out of investing
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The only software that creates a strategic and personalized roadmap for maximizing gains and intuitively tracking multiple streams of passive income.
Dashboard

Giving direction from a bird’s eye view

A comprehensive dashboard that shows at-a-glance elements of your investments and goals.
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Allocation of funds
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Monthly income projection
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Top goals
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Top platforms
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Overall Risk
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Top crypto holdings
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Dashboard Features

Critical Insight

Accumulated Value Icon
Accumulated Value
Total money you have accumulated
Monthly Income Icon
Monthly Income
Current monthly investment income
Goals Funded Icon
Goals Funded
Amount of goals completely funded
Next Goal Funded Icon
Next Goal Funded
Expected date of the next goal being funded

Everyone is motivated in different ways. These four critical insights at the forefront of our dashboard help to inspire each user to continue their investment journey and fulfill their goals.

Do not lose sight of your goals

Create a roadmap

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Focused investing with understanding

General overview of all platforms displayed with basic data and a dashboard for each individual investment.
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Total number of platforms
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Total money invested
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Total money gained
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Highest type of investment
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Days invested
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Weekly gains
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Payout timeframe
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Platform Specific Dashboard

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Dig Deeper

Click on any investment from the platforms dashboard and drill down into the details
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Total platform value
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Total platform investment
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Total platform gains
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Platform risk level
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Featured platform goal
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Daily, weekly, and monthly income
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Monthly projected income
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As you use Atlas on your journey, you can take pit stops to fuel up, clarify your route, check the vehicle, and see how each specific platform is doing.
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Goal tracking done intentionally

General overview of all goals, including how many have been funded, the estimated next completion date, and much more.
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Number of goals funded
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Amount gained per goal
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Date next goal is funded
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Amount needed per goal
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Total gains for goals
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Goal completion percentage
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Turn gains into goals

Try our 10 day trial

Hodl

Crypto asset organization

List of all crypto assets, overall portfolio balance, coin allocation, and the ability to easily track any and all transactions.
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Overall portfolio balance
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Allocation per crypto coin
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Add and edit transactions
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Have questions? Need help? Join the Atlas-AI Support area!
What is Atlas-AI?
Who is Atlas-AI for?
What kind of passive income does it track?
What platforms does it work on?
Does the software run online or on my computer?
Does Atlas-AI collect and share any of my personal data?
Does the software directly interact with my crypto wallet or bank account and does it import transactions from these sources?
Are there any advanced analytics or reports available and can I import or export these as files to another software?
How much does it cost and do you offer a free trial?
Can I get a refund if I am unsatisfied with the software?
Need Help Organizing Investments with Goals?

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