// 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).
[HINT] Download the complete skill directory including SKILL.md and all related files
| 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). |
| negative-triggers | ["Single stock analysis โ use /parallax-should-i-buy or /parallax-deep-dive","Running backtests โ use /backtest","Client portfolio review โ use /parallax-client-review","Thematic screening โ 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 ยง2 (validation), ยง3 (multipliers), ยง4 (conflict resolution), ยง5 (output rendering), ยง6 (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 ยง5 rule 5; otherwise use the standard disclaimer","get_telemetry and macro_analyst are fast-response (low latency) but not free โ 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 โ do not make separate per-component calls","Health flags (from portfolio-checkup/references/health-flags.md) apply here too โ flag portfolios needing attention"] |
Generate a structured fund manager morning brief by orchestrating Parallax MCP tools.
/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}]
Optional: append market=Japan or top_n=5 after the portfolio JSON.
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.
Call ToolSearch with query "+Parallax" to load the deferred MCP tool schemas before the first mcp__claude_ai_Parallax__* call.
Per loader.md ยง1-ยง2. 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 โ consistent / divergent with active view's [regime] stance"). If validation fails or no view present, run brief without view.
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 Nร2 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 โ 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 โ do not make separate per-component calls) |
get_peer_snapshot | per holding โ 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 ยง3b. |
get_company_info | per holding โ all N calls fan out in parallel within Batch A | Ground-truth panel oracle per loader.md ยง5 rule 3 (required universally, view or no view). Records expected_name to cross-check against get_peer_snapshot.target_company. |
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 ยง5 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 โ MISMATCH and excluded from aggregate calculations. For V1, any mismatch in quick_portfolio_scores is re-scored individually.
tilts.excludes, and any active-view conflicts to highlight in Action Items.get_news_synthesis (async โ don't block output).Present as a structured morning brief, under 800 words:
input_ticker, returned_name, expected_name, status. Mismatched holdings had scores re-derived via get_peer_snapshot โ per loader.md ยง5 rule 3.)Lead with what matters.
If active view: use the view-aware disclaimer per loader.md ยง5 rule 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."