parallax-cio-letter-prep

What problem does it solve?

Fund managers and CIOs spend hours drafting periodic portfolio letters; this skill automates data aggregation, attribution, macro context, market-news synthesis, and Word document formatting into a ready-to-edit report.

Core Features & Use Cases

• End-to-end CIO letter pack generation for a defined period (period_start to period_end), including attribution snapshot, top contributors and detractors with drivers, trade-log narrative, macro snapshot, news themes, and a conditional forward-outlook when a house view is active.
• Outputs a Word .docx document suitable for CIO review, client-facing letters, and internal governance, with provenance, cover branding, and standard disclaimers.
• Validation, reconciliation, and soft-data handling: strict input validation, daily contribution reconciliation against server data, materiality-based coverage gaps, and optional white-label branding integration.

Quick Start

Provide an inputs.json containing current_portfolio, prior_portfolio, trade_log, period_start, period_end, and run the skill to produce a ready-to-edit Word CIO letter pack.