01
Concentration
How much rests on one holding, one sector or one market.
Two sectors carry most of the share exposure.
Atlas AI
The intelligence
The one whocarries thewhole picture.
Atlas is the steward inside every IDEALX home. It reads the entity, explains it in plain words and prepares what you ask for. At the firm's desk in Console, Agent X does the same.
Atlas · Reading
Nguyen Family SMSF
Read 2 minutes ago
- Liquidity
82% could be turned to cash this week.
- Change
Digital assets rose three points since Monday.
- Ask next
What to do when the 6-month term matures.
General information · not personal advice
Six dimensions
Six ways of reading a fund.
Not a recommendation engine. Atlas reads the entity's portfolio across six dimensions and turns it into plain-language observations, so the next conversation with your adviser starts from the same page.
02
Liquidity
What could be turned to cash, and how quickly.
82% could be turned to cash this week.
03
Currency
What is valued in AUD, and what is not.
22% of the position is valued outside AUD.
04
Asset mix
Cash, listed markets, digital assets and yield, side by side.
Cash is the largest single part of the fund.
05
Income
What the position pays, and when it pays it.
The fixed-term position matures in March.
06
Change
What moved since the last reading, and why.
Digital assets rose three points since Monday.
General information, never personal advice. Your adviser is one message away, inside the platform.
The steward's oath
Every company will have AI. Only a home can have a steward.
01
Works only for the member
02
Paid by the relationship, never the product
03
Will say no, even to us
Written into the Atlas room, under every conversation.
The working hand
Ask in a sentence. Confirm on a screen.
Ask Atlas to pay someone, move money between your homes, place an order or lock in a yield. It checks the rules, shows exactly what will be sent and waits for your press.
PaymentsTransfers between homesMarket ordersYield locksActivityRooms and holdings
Pay Harbour Accounting A$1,650 for the audit.
Here it is, checked against the fund's rules. Nothing moves until you press.
Ready · one pressPayment
A$1,650.00 to Harbour Accounting
- From
- AUD operating
- Fee · 0.1%
- A$1.65
- Fund rules
- Service provider · ABN on file
- Reference
- Audit FY26
Expires in 15 min
One spine, two desks
Atlas for the home. Agent X for the firm.
In the PortalAtlas
Proposals last 15 minutesWorks for the member. Reads the home, explains it and prepares what you ask for.
In ConsoleAgent X
Proposals last 30 minutesWorks for the firm. Reads the client book, drafts and prepares within each client's authority.
The same rule for both: reading happens at once, anything that moves waits for one press.
What both keep to
Built to ask before it acts.
01
Confirmation before execution
Every transaction shows the account, amount and currency, conditions, fees, cash impact and limits before you confirm.
02
One confirmation, one instruction
A confirmation authorises that transaction only. Anything materially different asks again.
03
Status, not small talk
A reply in the chat is not a trade. The platform shows the real status: pending, rejected, partially executed or completed.
04
Asks when it is unclear
A question, a hypothetical or an ambiguous sentence is never treated as an instruction.
05
Inside your authority
Mandates, approvals, recipient controls and revocations all apply. A firm in Console keeps only the authority you recorded.
06
Not trained on you
Your identifiable account information and conversations are not used to train general-purpose AI models.
Atlas and Agent X are provided under Schedule D of the Service Schedules. Responses may be inaccurate or incomplete: check material information before acting. How conversations are handled is set out in the Privacy Policy.
What is Atlas AI?
Atlas is the AI steward in the IDEALX Portal, and it comes with every IDEALX account. It reads the entity's portfolio across six dimensions: concentration, liquidity, currency, asset mix, income and change, and explains it in plain language.
Is Atlas financial advice?
No. Atlas on IDEALX gives general information, never personal advice, and it is not a recommendation engine. Its responses may be inaccurate or incomplete, so check material information and speak to your adviser before acting.
Can Atlas make payments or trades for me?
Atlas on IDEALX can prepare a payment, a transfer between your entities, a market order or a yield lock, checked against the fund's rules. Nothing moves until you confirm it on screen, one confirmation authorises that one instruction only, and a proposal lasts 15 minutes.
What is the difference between Atlas and Agent X?
Atlas works for the member in the IDEALX Portal: it reads the home, explains it and prepares what you ask for. Agent X works for the firm in IDEALX Console: it reads the client book and prepares within each client's authority. They are two separate agents, and both wait for one press before anything moves.
Is my data used to train AI?
No. Your identifiable account information and conversations with Atlas and Agent X are not used to train general-purpose AI models. How IDEALX handles conversations is set out in the Privacy Policy.
Open the door
Ask your fund a question.
Atlas comes with every IDEALX account. Open one, or ask your adviser or accountant to start it for you.