Atlas portfolio setup
Choose Your Atlas Allocation
Set the target percentage you want assigned to each available Atlas asset. Your complete portfolio must total exactly 100% before it can be saved.
1. Choose
Set the target percentage for each asset you want represented.
2. Total 100%
Atlas requires a complete portfolio allocation before saving.
3. Review
After saving, Atlas sends you to your portfolio preview.
Coinbase equity eligibility
Atlas supports both eligible cryptocurrency and equity products through Coinbase. If you allocate to stocks, your connected Coinbase account must be approved and enabled by Coinbase for equity trading.
Before assigning percentages to equity assets, confirm that you have completed any Coinbase-required stock-trading or brokerage enrollment, identity verification, agreements, and eligibility steps. Coinbase determines which products your account may trade.
If Coinbase does not enable stock trading or a specific equity for your account, Atlas will not bypass that restriction. Eligible cryptocurrency assets can continue to operate independently, subject to Atlas planning and execution controls.
Portfolio configuration
Portfolio Targets
Build your target portfolio across the Atlas asset universe. Allocations must total exactly 100% before they can be saved.
Loading your allocation plan...
Portfolio configuration only
Saving your allocation does not submit an order. Portfolio planning, account eligibility, market eligibility, approval, authorization, and any protected Coinbase execution remain separate systems.
You can update this later
Return to this page whenever you want to review or change your Atlas target percentages. A new valid allocation must still total exactly 100%.