Credit risk assessment for publicly traded companies: leverage, coverage, liquidity, solvency (Palepu), Altman Z-score, and credit health signals vs. peer medians. Symbol in RIC format (AAPL.O, JPM.N). NOT for portfolio credit risk (use /parallax-scenario-analysis), not for private companies (requires document ingestion; not covered).
Full macro regime analysis with optional equity screening: country coverage, economic outlook, regime signals, factor tilt implications, and top-scoring equities in the target market via Parallax MCP tools. Anchored on the regime question ('what is the regime in [market]?'). NOT for country/region equity discovery ('what should I buy in [country]?' — use /parallax-country-deep-dive), not for portfolio-level morning briefs (use /parallax-morning-brief), not for single stock analysis (use /parallax-deep-dive).
Thematic stock screen and idea analysis: build a stock universe from a theme, score top picks, layer optional macro context and regime signals, compare peers, and check financials via Parallax MCP tools. Triggers: 'screen for [theme]', 'trade ideas around X', 'thematic ideas for Y', 'stocks in Z theme', 'new ideas in [sector]'. NOT for single stock analysis (use /parallax-should-i-buy), not for portfolio review (use /parallax-client-review).
Render a Parallax full stock research report (the get_stock_report output) under a client's brand as a white-labeled HTML and PDF. Takes a ticker (RIC), pulls the report, and re-renders all sections (cover, factor scores, thesis, company + peers, technical, financial analysis, statements, ratios, analyst ratings, disclosures) with the client's logo, colors, and fonts from the active white-label config. Visual skin only: keeps Chicago Global / MAS regulatory disclosures verbatim and a "Powered by Parallax" credit. Standalone, no shared-module dependency. NOT for configuring client branding (use /parallax-white-label-onboard first), not for monthly CIO LP letters, not for ad-hoc single-stock analysis or research workflows (use /parallax-deep-dive or /parallax-due-diligence).
Render a Parallax full stock research report (the get_stock_report output) under a client's brand as a white-labeled HTML and PDF. Takes a ticker (RIC), pulls the report, and re-renders all sections (cover, factor scores, thesis, company + peers, technical, financial analysis, statements, ratios, analyst ratings, disclosures) with the client's logo, colors, and fonts from the active white-label config. Visual skin only: keeps Chicago Global / MAS regulatory disclosures verbatim and a "Powered by Parallax" credit. Standalone, no shared-module dependency. NOT for configuring client branding (use /parallax-white-label-onboard first), not for monthly CIO LP letters (use /parallax-cio-letter-prep), not for ad-hoc single-stock analysis or research workflows (use /parallax-deep-dive or /parallax-due-diligence).
Configure white-label client branding for Parallax report output. Extracts colors, logos, fonts AND writing voice from a folder of client collateral (PowerPoint, Word docs), a website URL, a PDF brand guide, or guided wizard intake. Multi-source ingestion supported: when more than one source is provided, mismatches between sources are flagged at the confirmation gate rather than silently resolved. Validates visual assets against WCAG accessibility standards and voice section against corpus-size and completeness thresholds, presents a confirmation gate, then saves branding to ~/.parallax/client-branding/ where downstream skills inject it: visual goes into client-review, due-diligence, and deep-dive PDFs; voice goes into letter-writing, newsletter, and meeting-prep skills. Use to onboard a new client brand, update an existing one, or audit what branding is currently active.
Build a portfolio from a natural language investment thesis. Constructs universe, scores, checks redundancy, and outputs allocation-ready list via Parallax MCP tools. Supports `--augment-silent` mode to fill active house view gaps from Parallax data for the current portfolio (saved view never mutates). Trigger for that mode: 'fill house view gaps from Parallax data for this portfolio'. NOT for analyzing existing portfolios (use /parallax-client-review), not for screening without allocation (use /parallax-thematic-screen).
RIA/wealth advisor client portfolio review: full analysis, redundancy, health flags, macro context, per-holding drill-down, prioritized recommendations, and AI assessment via Parallax MCP tools. Holdings as [{symbol, weight}]. NOT for fund manager briefs (use /parallax-morning-brief), not for quick stock checks (use /parallax-should-i-buy).