Atlas copilot is the assistant built into the dashboard. It reads your figures and answers with reference to them — not in generalities.
Where to find it
A full-width band on the dashboard, below the three figures. Three prompts are offered up front:
- "Summarise my situation"
- "Where am I losing money?"
- "Am I ahead on my goals?"
You can of course write your own. From My budget, each recommended scenario also offers Dig in with Atlas, which opens the conversation already framed on that subject.
What it sees
Your own workspace: accounts and balances, properties, alternative assets, debts, budget, goals. Nothing else. It doesn't consult outside information, doesn't compare your situation to other users', and has no access to any workspace but yours.
What it's good at
- Explaining a figure. "Why did my net worth drop this month?" — it looks at the snapshots and names the movements.
- Comparing two paths. "Do I pay off the car or fill my TFSA?" — it has your rate, your balance and your monthly margin.
- Translating a recommendation. My budget's scenarios are computed by rules; the copilot explains them in your particular case.
What it's less good at
Usage limit
Exchanges are capped at 20 messages per 5 minutes. The limit exists so an accidental loop can't run away; in normal use you won't meet it.