parallax-explain-portfolio
CommunityExplain portfolio drawdowns with attribution.
Authorbencharoenwong
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 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-explain-portfolio Download link: https://github.com/bencharoenwong/parallax-workflows/archive/main.zip#parallax-explain-portfolio Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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