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parallax-cio-letter-prep

Generate a CIO-letter Word document from validated portfolio and contribution data.

3|3|Updated Mar 27, 2026
Search Tags:#reconciliation#word-docx#white-label#portfolio-attribution#cio-letter#trade-log
One-click install
npx skills add https://github.com/bencharoenwong/parallax-workflows --skill parallax-cio-letter-prep
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: parallax-cio-letter-prep
Source: https://github.com/bencharoenwong/parallax-workflows/tree/main/skills/cio-letter-prep
Command: npx skills add https://github.com/bencharoenwong/parallax-workflows --skill parallax-cio-letter-prep

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

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.

Frequently Asked Questions about parallax-cio-letter-prep

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate CIO letter generation for periodic portfolio reviews?▼

Automate CIO letter generation by providing current and prior portfolio data with a trade log to produce a ready-to-edit Word document. The workflow validates inputs, reconciles daily contributions, and renders attribution snapshots, macro context, and news themes into a final .docx artifact.

What is portfolio attribution reconciliation and why is it needed for fund reporting?▼

Portfolio attribution reconciliation validates daily contribution data against server data to ensure report accuracy. It is needed for fund reporting to identify materiality-based coverage gaps before rendering period-start to period-end performance narratives in the final CIO letter.

How do I generate a white-label Word document for client-facing portfolio letters?▼

Generate a white-label Word document by supplying portfolio inputs and enabling optional branding integration during the workflow. The process renders a .docx file with cover branding, provenance, and standard disclaimers suitable for client-facing letters and internal governance.

Can I include a forward-looking outlook in an automated CIO letter pack?▼

Include a forward-looking outlook in the CIO letter pack by activating a house view. When active, the workflow conditionally generates forward-outlook sections alongside the standard attribution snapshot, top contributors, detractors, and macro market-news synthesis.

What inputs are required to produce an automated fund performance Word document?▼

Required inputs include an inputs.json file containing current_portfolio, prior_portfolio, trade_log, period_start, and period_end. Strict input validation processes these data points to output a comprehensive CIO letter pack with attribution and trade-log narratives.

Does automated CIO letter preparation work for internal governance and client review?▼

Automated CIO letter preparation works for both internal governance and client review by delivering a reusable .docx artifact. It synthesizes portfolio attribution, macro snapshots, and news themes into a formatted document with provenance and standard disclaimers.

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