parallax-portfolio-builder
CommunityTurn a thesis into a ready-to-trade portfolio.
Authorbencharoenwong
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill builds a complete, allocation-ready portfolio from a plain-English investment thesis using Parallax MCP tools, turning subjective ideas into structured, actionable outputs.
Core Features & Use Cases
- Universe construction and thesis alignment: builds a candidate universe from your thesis, applies tilt-backed constraints, and ensures diversification with redundancy checks.
- Score-driven selection and optimization: ranks candidates using Parallax factor scores, applies view tilts, and optimizes weights while respecting diversification rules.
- Audit-enabled output: streams validation and audit logs, with explicit view- and augmentation provenance for compliance.
Quick Start
Provide a plain-English investment thesis and let the tool generate a portfolio allocation ready for execution.
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-portfolio-builder Download link: https://github.com/bencharoenwong/parallax-workflows/archive/main.zip#parallax-portfolio-builder Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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