parallax-portfolio-checkup

Name: parallax-portfolio-checkup
Availability: InStock
Author: bencharoenwong

Analyze investor holdings to generate health scores and plain-language recommendations.

3|3|Updated Mar 27, 2026

Search Tags:#mcp #portfolio #cross-validation #health-check #risk-analysis #parallax

Ready to run

npx skills add https://github.com/bencharoenwong/parallax-workflows --skill parallax-portfolio-checkup

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: parallax-portfolio-checkup
Source: https://github.com/bencharoenwong/parallax-workflows/tree/main/skills/portfolio-checkup
Command: npx skills add https://github.com/bencharoenwong/parallax-workflows --skill parallax-portfolio-checkup

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

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.

Frequently Asked Questions about parallax-portfolio-checkup

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I check my investment portfolio health before rebalancing?▼

Portfolio health checks analyze your holdings to generate a health score and plain-language recommendations. You provide your assets as a list of symbols and weights, and the system cross-validates each holding to produce actionable guidance.

What is cross-validation in portfolio risk analysis?▼

Cross-validation in portfolio risk analysis uses peer snapshots and company info to verify per-holding factor scores. This mechanism ensures your health evaluation is robust by validating individual asset data against broader peer groups before generating final recommendations.

How do I format my holdings for a plain-language portfolio health report?▼

Format your holdings as a list of objects containing symbol and weight, then request a plain-language health report. This input structure allows the scoring engine to process your individual portfolio and apply cross-validated factor scores accurately.

Does portfolio health scoring work with partial data coverage?▼

Portfolio health scoring works with partial data coverage by using a robust fallback ladder with a V1 pathway. If full cross-validated V2 scoring is unavailable, the system implements fallback handling to ensure you still receive plain-language output for your holdings.

Can I evaluate a 5-holding individual portfolio for concentration risk?▼

You can evaluate a 4- or 5-holding individual portfolio for concentration risk using the five-flag health evaluation. This process checks for Low Score, Concentration, Redundancy, Value Trap, and Macro Misalignment flags to deliver clear health signals.

What are the limitations of automated portfolio health checks?▼

Limitations of automated portfolio health checks include reliance on available factor scores and macro context for accurate flagging. The system requires defined holdings with symbols and weights, and partial coverage may trigger the V1 fallback pathway instead of full V2 cross-validation.