parallax-client-review
CommunityHealth-aware client portfolio reviews.
Finance & Accounting#recommendations#drill-down#portfolio-review#parallax-mcp#macro-context#wealth-advisory#health-flags
Authorbencharoenwong
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: parallax-client-review Download link: https://github.com/bencharoenwong/parallax-workflows/archive/main.zip#parallax-client-review Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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