parallax-morning-brief

You generate a macro-informed morning brief by passing your portfolio as an array of symbol and weight objects to the Skill, which orchestrates macro snapshots, holding news, and portfolio health flags. This provides a structured daily read of market context for fund managers.

Portfolio health evaluation is the process of checking your portfolio for concentration, redundancy, and value traps. The Skill flags these risk factors during the morning brief generation, returning ground-truth integrity scores and portfolio tilt aggregations for trusted holdings.

You align your investment view by applying the Skill's house-view validation to your stated view against current market regimes. It implements view alignment checks and generates action items that correspond to your active investment positioning.

Yes, you can use optional market modifiers when invoking the morning brief generation. These modifiers adjust the macro snapshot and holding news synthesis to reflect specific market conditions relevant to your portfolio payload.

The best way to surface aligned action items is to provide your portfolio payload and stated investment view to the brief generator. It synthesizes holding news with context for top holdings and outputs action items directly aligned to your current view.

Yes, the morning brief generation implements audit logging alongside view alignment checks and health flag evaluations. This records the portfolio health assessments and ground-truth integrity scores produced during the macro analysis process.