parallax-morning-brief

name	parallax-morning-brief
description	Fund manager morning brief: market regime, macro outlook, portfolio health, and key holding news via Parallax MCP tools. Provide portfolio as [{symbol, weight}] in RIC format. NOT for individual stock analysis (use /parallax-should-i-buy), not for backtesting (use /backtest).

Morning Brief

When not to use

• Single stock analysis → use /parallax-should-i-buy or /parallax-deep-dive
• Running backtests → use /backtest
• Client portfolio review → use /parallax-client-review
• Thematic screening → use /parallax-thematic-screen

Gotchas

• JIT-load _parallax/parallax-conventions.md for RIC resolution, parallel execution, fallbacks, and HK ambiguity protocol
• JIT-load _parallax/house-view/loader.md FIRST; if active view present, follow §2 (validation), §3 (multipliers), §4 (conflict resolution), §5 (output rendering), §6 (audit). Morning brief uses the view to (a) frame the macro snapshot in view-language, (b) flag holdings misaligned with view tilts, (c) prioritize action items toward view rebalance direction.
• When active view is present, use the view-aware disclaimer per loader.md §5 rule 5; otherwise use the standard disclaimer
• get_telemetry and macro_analyst are fast-response (low latency) but not free — macro_analyst costs 5 tokens; get_news_synthesis may take 30-90s per holding
• macro_analyst parameter is market (not country); e.g., macro_analyst(market="United States")
• The macro_analyst summary call returns all components inline including tactical — do not make separate per-component calls
• Health flags (from parallax-portfolio-checkup/references/health-flags.md) apply here too — flag portfolios needing attention
• Coverage: listed equities and ETFs only; fund/OEIC symbols surface the conventions §1 not-covered fallback, not a raw error
• LANGUAGE HAND-OFF — if lang= is present and ≠ en, the terminal Translate step is mandatory. Route zh-CN/zh-TW/zh-HK → /translate-chinese-finance, th → /translate-thai-finance, using the delimited routing-directive block (never a prose sentence the translator could echo). Unsupported values → English output with the standard warning footer.
• JIT-load _parallax/white-label/integration-pattern.md before the Pre-Render step. Loader call is load_visual_branding() (7-key visual subset; voice structurally excluded — branding["voice"] raises KeyError). Apply §5 (Branding Header) and §7 (About This Report) in Output Format.

Generate a structured fund manager morning brief by orchestrating Parallax MCP tools.

Usage

/parallax-morning-brief [{"symbol":"AAPL.O","weight":0.25},{"symbol":"MSFT.O","weight":0.20},{"symbol":"JPM.N","weight":0.15},{"symbol":"JNJ.N","weight":0.15},{"symbol":"XOM.N","weight":0.25}]
/parallax-morning-brief [{"symbol":"AAPL.O","weight":0.25},{"symbol":"MSFT.O","weight":0.20}] market=Japan top_n=5 lang=th register=retail

Optional: append market=Japan, top_n=5, lang=<code> (en default; zh-CN, zh-TW, zh-HK, th), or register=retail after the portfolio JSON. register=retail is passed only when translation is requested; absent means institutional register.

Workflow

Execute using mcp__claude_ai_Parallax__* tools. JIT-load _parallax/parallax-conventions.md for execution mode, RIC resolution, and fallback patterns. JIT-load _parallax/house-view/loader.md for active-view validation and integration.

Batch 0 — Tool Loading & Active House View

Call ToolSearch with query "+Parallax" to load the deferred MCP tool schemas before the first mcp__claude_ai_Parallax__* call.

Per loader.md §1-§2. If view present, capture tilt vector, excludes, prose excerpt for narrative voice, and macro_regime. The brief's "Macro Snapshot" should explicitly reference the view's regime call where relevant ("Tactical macro shows X — consistent / divergent with active view's [regime] stance"). If validation fails or no view present, run brief without view.

Batch A — Market context + portfolio scoring (parallel)

Fire ALL rows below in a single tool-call turn. Every row is independent. For per-holding rows (get_peer_snapshot, get_company_info), fan out one call per holding within the same turn so all N×2 holding-level calls run concurrently with the portfolio-level and macro-level calls. Sequential per-holding loops are the largest latency leak in this skill — do not introduce one.

Tool	Parameters	Notes
get_telemetry	fields: regime_tag, signals, commentary.headline, commentary.mechanism, divergences	Market regime
macro_analyst	market (default: US), no component	Macro summary (returns all components inline including tactical — do not make separate per-component calls)
get_peer_snapshot	per holding — all N calls fan out in parallel within Batch A	Primary scoring source for PARALLAX_LOADER_V2=1. Aggregate scores client-side per loader.md §3b.
get_company_info	per holding — all N calls fan out in parallel within Batch A	Ground-truth check oracle per loader.md §5 rule 3 (required universally, view or no view). Records expected_name to cross-check against get_peer_snapshot.target_company.
get_news_synthesis	per top-N holding by input weight (default 3) — all N calls fan out in parallel within Batch A	Async, 30-90s each. Top-N derives from the user-supplied weights, not from any Batch A output — fire in the SAME turn as the other rows so the 30-90s wait overlaps everything else. Never loop these sequentially.
check_portfolio_redundancy	holdings	Overlap detection
quick_portfolio_scores	holdings	Legacy/V1 path only. Do NOT use if PARALLAX_LOADER_V2=1 and view active.

After Batch A: per loader.md §5 rule 3, cross-reference returned names against the corresponding get_company_info name. For PARALLAX_LOADER_V2=1, any mismatch in get_peer_snapshot is flagged ⚠ MISMATCH and excluded from aggregate calculations. For V1, any mismatch in quick_portfolio_scores is re-scored individually.

Batch B — Conditional + news (after Batch A)

1. Evaluate health flags: Low Score (overall ≤5.0), Concentration (>15% single / >45% top-3), Redundancy (≥2 pairs), Value Trap (value ≤3.0), Macro Misalignment (overweight in sectors with negative tactical outlook — the 5th flag per parallax-portfolio-checkup/references/health-flags.md).
2. House-view alignment (if view active): flag holdings misaligned with view tilts (>25% off view-tilted target), holdings on tilts.excludes, and any active-view conflicts to highlight in Action Items.

Conditional drift suggestion: If the Batch B alignment check above detected ≥3 holdings whose factor exposure conflicts with the active view's tilts, append a single line to the brief's "next actions" section: "Consider running /parallax-judge-house-view for a full drift analysis (≥3 holdings show view-conflict signals)."

Do NOT auto-invoke the judge from morning-brief. Morning-brief already does its own live macro_analyst fan-out per Batch A — invoking the judge would duplicate that work. The one-liner is a pointer, not an action.

3. Holding news is already in flight from Batch A. Insert each result into the Holding News section as it resolves; if any call is still pending or timed out when the report is composed, render the pending note inside that holding's paragraph per conventions §5 and the Degraded-state rule — do not wait.
4. Append audit log entry per loader.md §6.

Pre-Render — Load white-label branding

Load _parallax/white-label/integration-pattern.md §2 and compute white_label_active + client_name per that section. Apply §5 (Branding Header) and §7 (About This Report) when composing the Output Format. The loader returns exactly seven keys; any other access (e.g. branding["voice"]) raises KeyError — structurally enforced by loader.py.

Render — deterministic gate (LAST step, mandatory)

Compose the complete report per Output Format below, then run it through the shared render gate in one Bash step before replying. Use a private mktemp file (never a fixed/predictable path — /tmp symlink hazard). The shared gate is _parallax/render_gate.py, a sibling of the directory you loaded this SKILL.md from; pass this skill's key (use the loaded directory's absolute path as <skill-dir>):

DRAFT="$(mktemp "${TMPDIR:-/tmp}/mbrief.XXXXXX")"
cat > "$DRAFT" <<'REPORT'
<your complete drafted report goes here>
REPORT
python3 "<skill-dir>/../_parallax/render_gate.py" --skill morning-brief < "$DRAFT"; rm -f "$DRAFT"

Your entire final message is exactly that command's stdout — unless lang= ≠ en, in which case the Translate step below consumes that stdout and the translated result is the entire final message. Never run the render gate on translated text; its anchors are English. Nothing before it (no step/batch-completion notes, no scratch computation, no "no active house view" / white-label config-probe narration), nothing after it.

Degraded-state rule: if an async tool (e.g. get_assessment, get_news_synthesis) times out or returns no data, render the pending/unavailable note INSIDE the relevant section or the About This Report line — NOT as a preamble above the report — so it is part of the rendered body and survives the gate. (The gate also hoists a leaked degraded note as a backstop.)

_parallax/render_gate.py is pure-stdlib and deterministically drops anything before the first rendered block (House View Preamble banner / Branding Header / Ground-truth Integrity / this skill's title or first rendered section), preserving the active-house-view banner in every view_status state. Same operator-agnostic-helper pattern as view_status.py / loader.py (a real Bash tool call, not prose).

Translate — conditional, after the render gate

This step runs ONLY when lang= is present and not en. Capture the render gate's stdout as the full body, including all Output Format sections, About This Report, the §9.2 AI-interaction disclosure, and the disclaimer. Record which disclaimer variant rendered (view-aware per loader.md §5 vs standard parallax-conventions.md §9.1) for the boundary check.

Invoke the appropriate translator skill with the input shaped as follows:

ROUTING DIRECTIVE — DO NOT TRANSLATE OR ECHO THIS BLOCK:
  target_variant: <variant>
  register: retail
  source_language: en
  begin_content_below_separator: true
---

<render gate stdout>

Pass register: retail iff register=retail was supplied; otherwise omit the register: line so the translator defaults to institutional register. Route zh-CN, zh-TW, and zh-HK to /translate-chinese-finance with the matching target_variant. Route th to /translate-thai-finance; omit target_variant for Thai, but keep the routing block marker and --- separator.

Translator-failure handling:

• If the translator fails or returns an empty/partial result, output the original English with a one-line warning footer: > Translation to <lang> failed; output shown in English. Re-run if the issue is transient.
• If the language arg is unrecognized, output the original English with: > Language '<arg>' not supported; output shown in English. Supported: en, zh-CN, zh-TW, zh-HK, th.
• Translator output replaces the English output in the chat; do not show both.

Disclaimer boundary check. If the disclaimer is missing from the translated output, first attempt a single-section re-translation pass on just the original English disclaimer text using the same routing-directive shape. Append that result if non-empty. If the pass fails or returns empty, append the English disclaimer variant that was actually rendered. Record the event in the loader.md §6 audit entry's notes field (disclaimer boundary check fired — re-translated or disclaimer boundary check fired — english fallback). Do not add a user-visible footer.

Output Format

Present as a structured morning brief, under 800 words:

• House View Preamble (only if view active) — 1-line summary per loader.md §5 rule 1 (preamble). Per loader.md §5.1 the preamble goes at the very top — it precedes the Branding Header.
• Branding Header (only if white_label_active AND client_name != "") — single line immediately below the House View Preamble (or at the very top if no view): **<client_name>** morning brief. Logo handling per integration-pattern.md §5: empty path → text only; URL → embed; absolute local (/ or ~) → skip embed and append Logo on file: <basename> to About This Report.
• Market Regime & Signals (2-3 sentences; if view active, note alignment/divergence with view's regime call)
• Macro Snapshot (bullet points)
• Ground-truth Integrity (only render if any mismatch detected — table: input_ticker, returned_name, expected_name, status. Mismatched holdings had scores re-derived via get_peer_snapshot — per loader.md §5 rule 3.)
• Portfolio Factor Tilt (table: VALUE, QUALITY, MOMENTUM, DEFENSIVE scores aggregated over TRUSTED holdings only; mismatched holdings' re-derived scores included when available; if view active, add column showing view-target factor)
• Redundancy & Alignment Alerts (only if flagged; include View Misalignment / View Excluded if view active)
• Verdict sensitivity (render when any numeric health flag sits near its published cutoff): the 1-2 nearest-boundary flags and their trigger/clear arithmetic per parallax-portfolio-checkup/references/health-flags.md "Verdict sensitivity" (§11 by reference). Morning-brief renders no Health Status badge — state flag-level conditions only; do not use the tier-ladder language.
• Holding News (one paragraph per holding)
• Action Items (what deserves attention today; if view active, prioritize toward view rebalance direction)
• About This Report (always present): one line stating branding state per integration-pattern.md §7 markdown column (render per table; do not collapse), plus the unconditional §7 currency line: Currency: figures as reported by source data; no base-currency conversion applied. If a logo was skipped per the Branding Header rule, append Logo on file: <basename> as a further About This Report line.

Lead with what matters.

AI-interaction disclosure (required regardless of view state): Render parallax-conventions.md §9.2 immediately above the disclaimer below.

If active view: use the view-aware disclaimer per loader.md §5 rule 5. Otherwise: render the standard disclaimer verbatim from parallax-conventions.md §9.1.