parallax-explain-portfolio

Name: parallax-explain-portfolio
Availability: InStock
Author: bencharoenwong

Decompose portfolio drawdowns into market, factor, and stock-specific contributions.

3|3|Updated Mar 27, 2026

Search Tags:#portfolio #risk-management #attribution #parallax #drawdown #score-vs-price

Ready to run

npx skills add https://github.com/bencharoenwong/parallax-workflows --skill parallax-explain-portfolio

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: parallax-explain-portfolio
Source: https://github.com/bencharoenwong/parallax-workflows/tree/main/skills/explain-portfolio
Command: npx skills add https://github.com/bencharoenwong/parallax-workflows --skill parallax-explain-portfolio

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Reactive performance attribution explains why a portfolio declined by decomposing losses into market/regime, factor/thematic, and stock-specific contributions, helping advisors and clients understand the driving forces behind drawdowns.

Core Features & Use Cases

Performance attribution: Decompose losses into market/regime, factor/thematic, and stock-specific components.
Score-vs-price divergence: Use score changes vs price moves to classify draws as transient or fundamental.
Context-aware guidance: Incorporates macro regime, house-view context, and per-holding notes to frame recommendations.
Use Case: When a client asks "why am I down," generate a defensible verdict and suggest next steps such as deeper analysis or trims.

Quick Start

Provide a reactive attribution report for a given set of holdings and a client concern using the Explain Portfolio workflow.

Frequently Asked Questions about parallax-explain-portfolio

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

FAQPage Schema

How do I explain portfolio drawdowns to clients with performance attribution?▼

Performance attribution identifies whether a drawdown is transient or fundamental by comparing score changes against price moves, then categorizing the loss across market, factor, and stock-specific dimensions.

What is the best way to decompose portfolio losses into market and stock-specific contributions?▼

Reactive performance attribution decomposes losses into market/regime, factor/thematic, and stock-specific contributions using telemetry, score analyses, price histories, and macro context to explain why a portfolio declined.

How do I classify portfolio drawdowns as transient or fundamental?▼

You can classify drawdowns as transient or fundamental by analyzing score-versus-price divergence, where discrepancies between score changes and price moves reveal whether the loss is temporary or fundamentally driven.

Can I generate actionable recommendations for portfolio trims after analyzing drawdowns?▼

Yes, after decomposing losses and incorporating macro context, house-view context, and per-holding notes, you can generate actionable recommendations such as deeper analysis or position trims to address the drawdown.

What data do I need to quantify portfolio drawdowns with attribution?▼

To quantify drawdowns with attribution, you need Parallax telemetry, score analyses, price histories, macro context, and per-holding news to decompose losses and produce a defensible verdict with actionable recommendations.

When should I use reactive performance attribution for portfolio management?▼

Use reactive performance attribution when clients ask why they are down or in meetings requiring performance attribution across holdings, providing a defensible verdict and actionable recommendations based on the decomposition.