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parallax-client-review

Analyzes client portfolios and generates prioritized recommendations with health flags.

3|3|Updated Mar 27, 2026
Search Tags:#recommendations#drill-down#portfolio-review#parallax-mcp#macro-context#wealth-advisory#health-flags
One-click install
npx skills add https://github.com/bencharoenwong/parallax-workflows --skill parallax-client-review
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: parallax-client-review
Source: https://github.com/bencharoenwong/parallax-workflows/tree/main/skills/client-review
Command: npx skills add https://github.com/bencharoenwong/parallax-workflows --skill parallax-client-review

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Wealth advisors need a structured, AI-assisted method to review client portfolios that surfaces health flags, macro context, and actionable recommendations for client meetings.

Core Features & Use Cases

  • Health-flag driven portfolio health checks with per-holding drill-down
  • Macro-context integration and Parallax MCP AI assessment to inform recommendations
  • Output presentation-ready reports suitable for client meetings and reviews with holdings as [{symbol, weight}]

Quick Start

Provide holdings and client context to generate a complete client-portfolio review.

Frequently Asked Questions about parallax-client-review

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

FAQPage Schema
How do I automate client portfolio reviews with health flags and macro context?▼

Client portfolio reviews require holdings as a list of symbol and weight pairs, along with client context, to generate a complete health-aware assessment with drill-down capabilities and presentation-ready reports.

What is a health-aware portfolio review for wealth management workflows?▼

Health-aware portfolio reviews use Parallax MCP AI assessment to inform recommendations, requiring holdings as a list of symbol and weight pairs to output presentation-ready reports aligned with an active house view.

Does this portfolio review approach work with an active house view?▼

The portfolio review process requires no external dependencies, operating directly on holdings provided as a list of symbol and weight pairs to generate presentation-ready client meeting reports.

How do I format holdings data for AI-assisted portfolio risk analysis?▼

After generating health-aware portfolio reviews, next steps involve delivering presentation-ready reports to client meetings, acting on prioritized recommendations, and adjusting holdings based on flagged risks.

What is the best way to generate presentation-ready reports for client meetings?▼

Parallax MCP tools provide macro-context integration and AI assessment for portfolio reviews, while complementary wealth advisory tools handle client relationship management and trade execution after recommendations are flagged.

Can I use Parallax MCP for macro-context integration in wealth advisory workflows?▼

Alternative wealth management advisory tools provide manual portfolio risk flagging and macro-context analysis, whereas this approach automates per-holding drill-down and prioritized recommendations using Parallax MCP AI assessment.

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