| name | parallax-due-diligence |
| description | Full research analyst due diligence: all financial statements, Palepu framework, technicals, news, score trends, and full Parallax research report via Parallax MCP tools. Symbol in RIC format. NOT for quick checks (use /parallax-should-i-buy), not for position deep dives without Palepu (use /parallax-deep-dive). |
| negative-triggers | ["Quick stock evaluation → use /parallax-should-i-buy","Position deep dive (no Palepu) → use /parallax-deep-dive","Peer comparison only → use /parallax-peer-comparison"] |
| gotchas | ["JIT-load _parallax/parallax-conventions.md for RIC resolution, parallel execution, and fallback patterns","get_financial_analysis (Palepu) is async ~2-5 min","get_stock_report is async ~1-2 min and is a PAID endpoint","Wait for each async step before proceeding","This is the most thorough and expensive workflow — use for serious research only"] |
Full Due Diligence
Comprehensive analyst-grade due diligence using all available Parallax tools.
Usage
/parallax-due-diligence AAPL.O
Workflow
Execute using mcp__claude_ai_Parallax__* tools. JIT-load _parallax/parallax-conventions.md for execution mode, RIC resolution, and fallback patterns.
Batch 0 — Tool Loading
Call ToolSearch with query "+Parallax" to load the deferred MCP tool schemas before the first mcp__claude_ai_Parallax__* call.
Batch A — All instant + async data calls (parallel)
Fire all simultaneously:
| Tool | Parameters | Notes |
|---|
get_company_info | symbol | Company profile |
get_financials | symbol, statement="income" | Income statement (default 4 periods) |
get_financials | symbol, statement="balance_sheet" | Balance sheet (default 4 periods) |
get_financials | symbol, statement="cash_flow" | Cash flow (default 4 periods) |
get_financials | symbol, statement="ratios" | Key ratios (default 4 periods) |
get_technical_analysis | symbol | Trend, momentum, support/resistance |
get_score_analysis | symbol | 52-week factor score trajectory (server default) |
get_news_synthesis | symbol | Async — don't block output |
get_financial_analysis | symbol | Async ~2-5 min — Palepu framework |
Batch B — Full report (after Batch A, user confirmation recommended)
Call get_stock_report for comprehensive Parallax research report with PDF/HTML links. This is a PAID endpoint (~1-2 min async).
Output Format
Analyst-grade research report. Precision over brevity. Include raw data tables.
- Company Overview (business, sector, market cap, key thesis)
- Income Statement Analysis (4-year trends: revenue, margins, EPS)
- Balance Sheet Analysis (leverage, liquidity, asset quality)
- Cash Flow Analysis (FCF, capex, cash conversion)
- Key Ratios (valuation, profitability, efficiency — table format)
- Palepu Framework (profitability decomposition, accruals quality, solvency assessment)
- Technical Stance (trend, momentum, support/resistance, volume)
- News Intelligence (material developments only)
- Factor Score Trajectory (52-week trend: which factors improving/declining)
- Parallax Research Report (link to PDF/HTML from get_stock_report)
- Synthesis & Key Risks (bull case, bear case, key uncertainties)
Note: get_financial_analysis (~2-5 min) and get_stock_report (~1-2 min, paid) are async. Begin assembling output from instant tools while async calls resolve.
"This is informational analysis based on Parallax factor scores, not investment advice. All outputs should be reviewed by qualified professionals before any investment decisions."
