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parallax-portfolio-checkup

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Portfolio health checks with plain language

Finance & Accounting#mcp#portfolio#cross-validation#health-check#risk-analysis#parallax
Authorbencharoenwong
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill automates the assessment of individual investor portfolios, producing clear health signals and actionable plain-language guidance using Parallax MCP-derived factor scores and macro context.

Core Features & Use Cases

  • Per-holding cross-validated scoring using get_peer_snapshot and get_company_info
  • Five-flag health evaluation (Low Score, Concentration, Redundancy, Value Trap, Macro Misalignment)
  • Plain-language output with user-friendly explanations and fallback handling for partial coverage
  • Use Case: an individual investor reviews a 4- or 5-holding portfolio for health before rebalancing

Quick Start

Provide holdings as a list of objects with symbol and weight, then ask for a plain-language portfolio health report.

Dependency Matrix

Required Modules

None required

Components

references

💻 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-checkup
Download link: https://github.com/bencharoenwong/parallax-workflows/archive/main.zip#parallax-portfolio-checkup

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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