parallax-portfolio-builder

To convert a plain-English investment thesis into a structured portfolio allocation, provide your thesis to the tool. It builds a candidate universe, applies factor scoring, and optimizes weights using Parallax MCP.

The best way to apply house-view tilts and redundancy checks during portfolio construction is using an automated allocation tool. It enforces diversification rules and applies view-backed constraints to rank and weight equity positions.

Yes, portfolio construction with Parallax MCP requires an active connection. It relies on this connection to access house-view tilts, run streaming validation via analyze_portfolio, and generate audit-ready outputs.

Yes, you can generate audit-ready portfolio outputs with explicit tilt provenance. The tool streams validation and audit logs that track view and augmentation provenance for every holding to satisfy compliance requirements.

Factor scoring and weight optimization work by ranking the candidate universe using Parallax factor scores. The system then applies your view tilts and optimizes position weights while respecting established diversification rules.