| name | parallax-deep-dive |
| description | Deep dive on a single position: company profile, peer comparison, financials, score trends, macro context, technicals, dividends, news, and AI assessment via Parallax MCP tools. Symbol in RIC format. NOT for quick stock checks (use /parallax-should-i-buy), not for portfolio-level analysis (use /parallax-morning-brief). |
| negative-triggers | ["Quick stock check → use /parallax-should-i-buy","Portfolio analysis → use /parallax-morning-brief","Full due diligence with Palepu → use /parallax-due-diligence","Peer comparison only → use /parallax-peer-comparison"] |
| 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), §7.1/§7.2/§7.3 (single-stock conflict surfacing — blanket note + peer-suggest token + score-tension banner), §6 (audit). Do NOT apply tilts — single-stock skills surface conflicts only; peer suggestions are flagged but never filtered. The get_assessment prompt should include the active view (basis_statement + relevant tilts) so the AI assessment can address view alignment in prose — that is deep-dive's primary alignment surface. §7.1/§7.2/§7.3 inline flags are additive polish on top.","When rendering §7.1/§7.2/§7.3 flags, JIT-load _parallax/house-view/render_helpers.md and route every token through `render_view_conflict()`.","When active view is present, use the view-aware disclaimer per loader.md §5; otherwise use the standard disclaimer","get_assessment is async and uses Perplexity — may take 30-90s","get_assessment prompt should incorporate macro context, score trends, and dividend profile alongside existing data","For non-US symbols, apply HK ambiguity cross-check from shared conventions"] |
Position Deep Dive
Thorough single-position analysis for fund managers using Parallax MCP tools.
Usage
/parallax-deep-dive AAPL.O
/parallax-deep-dive MSFT.O "Is the AI capex cycle sustainable?"
Accepts RIC format. For plain tickers, resolve per shared conventions.
Workflow
Execute using mcp__claude_ai_Parallax__* tools. JIT-load _parallax/parallax-conventions.md for execution mode, RIC resolution, fallback patterns, and HK ambiguity protocol. JIT-load _parallax/house-view/loader.md for active-view validation and single-stock conflict surfacing.
Step 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 + §7.1/§7.2/§7.3. If view present, capture tilt vector + excludes + basis_statement. Do NOT apply tilts to scoring. The Step 0 capture feeds two surfaces: (a) Batch C's get_assessment prompt (AI addresses view alignment in prose — deep-dive's primary alignment surface), (b) the inline §7.1/§7.2/§7.3 flags in Output (blanket note after Factor Profile; peer-suggest token if triggered; tension banner if triggered).
Batch A — Fire all data calls in parallel
| Tool | Parameters | Notes |
|---|
get_company_info | symbol | Sector, market cap, description |
get_peer_snapshot | symbol | Factor scores + peer ranking |
get_financials | symbol, statement="summary" | Revenue/income narrative |
get_financials | symbol, statement="ratios", periods as int 1 (latest period only, non-default — see conventions §0.1) | Key ratios: margins, ROE, P/E |
get_score_analysis | symbol | 52-week factor trend (server default) |
get_technical_analysis | symbol | Trend, momentum, support/resistance |
get_stock_outlook | symbol, aspect="analyst_targets" | Price targets |
get_stock_outlook | symbol, aspect="recommendations" | Buy/hold/sell |
get_stock_outlook | symbol, aspect="risk_return" | Risk/return vs peers |
get_stock_outlook | symbol, aspect="dividends", limit as int 8 (non-default; default is 20 — see conventions §0.1) | Dividend history |
get_news_synthesis | symbol | Async — don't block output |
Batch B — Macro context (after Batch A)
Needs company info for market reasoning:
- Call
list_macro_countries to check coverage.
- Identify relevant markets (home market + revenue geographies + commodity/supply chain). Cap at 3 markets.
- Call
macro_analyst with component="tactical" for each relevant covered market.
Batch C — AI Assessment (after A + B)
Call get_assessment with a comprehensive prompt incorporating all findings: factor scores, score trends, key ratios, technical stance, macro context, dividend profile, risk/return vs peers, the user's specific question/thesis if provided, AND the active house view if present (basis_statement + tilts on this stock's sector/region/themes).
When a view is active, the assessor MUST produce a structured enumeration — not a free-form "aligns well" paragraph. Require the assessor to end its output with three bullet lists:
- Tilts that support this position — enumerate each active tilt (sector, region, factor, theme) where this stock's profile materially aligns with the tilt direction. One line each.
- Tilts that contradict this position — enumerate each active tilt where this stock's profile materially disagrees. One line each.
- Active tilts NOT incorporated into this assessment — enumerate tilts the assessor chose to ignore (e.g., because the stock has no exposure to that sector/theme) and state the reason in one clause each.
This decomposition is MANDATORY when a view is present (MAS FEAT P13/14, SR 11-7 traceability — the assessor's influence on a CIO decision must be auditable via the prose itself). If the assessor returns prose without the three enumerations, re-run with a stricter prompt before rendering.
Apply graceful fallback patterns from shared conventions for any missing data.
Output Format
- Company Overview (3 sentences)
- Macro Environment (regime context for relevant markets, factor implications)
- Factor Profile (table: each factor score with peer rank + 52-week trend direction)
- If view active: check §7.3 tension condition (
total_score >= 7.0 AND view.tilts.sectors[stock_sector] <= -1). If true, render banner via render_view_conflict(kind="score_tension", ...) directly below the factor table.
- House View Note (only if view active and stock conflicts with view) — render via
render_view_conflict(kind="blanket", ...) per loader.md §7.1. Rendered HERE — immediately after Factor Profile — so the view lens appears before the rest of the analysis. Not at the bottom.
- Financial Highlights (key ratios, trends)
- Dividend Profile (yield, payout ratio, consistency — or "Not a dividend payer")
- Risk/Return Profile (volatility, Sharpe context vs peers)
- If view active AND
get_peer_snapshot.suggestion returned a peer: check §7.2 condition (peer's sector tilt ≤ -1 in view, or peer ticker on excludes). If true, render inline token via render_view_conflict(kind="peer_suggest", ...) under the Risk/Return section. Flag, do not filter — the peer stays in the table.
- Technical Stance (trend, key levels, momentum)
- News Catalyst Watch (material items only)
- Assessment (AI-generated — Perplexity deep-research synthesis) — includes macro + trend data; if view active, MUST end with the three-bullet tilt decomposition per Batch C contract. This is deep-dive's primary alignment surface. Render the section header with the italic parenthetical verbatim — it's the contextual-proximity AI disclosure per HKMA/SFC Nov 2024 Circular; the document-level banner (§5 rule 6) is not sufficient for the Perplexity-backed non-deterministic content in this specific section.
- Risk Factors (what could go wrong)
Append audit log entry per loader.md §6.
If active view: use the view-aware disclaimer per loader.md §5. Otherwise:
"This is informational analysis based on Parallax factor scores, not investment advice. All outputs should be reviewed by qualified professionals before any investment decisions."
