parallax-scenario-analysis

Scenario-driven event analysis evaluates how a triggering event transmits to portfolio risk exposure by identifying vulnerable sectors, holdings, and rotation candidates. It synthesizes macro context and risk signals to generate an action-oriented plan for portfolio adjustments.

Assessing macro timing and sector impacts requires integrating news sentiment with portfolio holdings data. This synthesis informs strategic decisions by mapping transmission paths from the macro regime down to specific holdings, outlining prioritized adjustments with rationale.

Generating a portfolio rotation plan from a news event involves mapping the scenario's transmission to current exposures and identifying rotation candidates. The workflow outputs a prioritized set of portfolio adjustments complete with risk caveats suitable for PM workflows.

Scenario analysis requires a portfolio with explicit holdings and a defined scenario to function properly. The workflow includes specific ETF handling decisions to translate news sentiment and macro timing into actionable risk-aware portfolio adjustments.

Triggering a portfolio risk exposure assessment requires providing a defined scenario description and a list of portfolio holdings. These inputs allow the analysis to identify exposed sectors, synthesize macro context, and output a risk-aware action plan.

Analyzing macro context and risk signals is limited to portfolios with explicit holdings and a clearly defined scenario. Without a specific triggering event or transparent holdings list, the workflow cannot generate an accurate action-oriented plan or risk-aware summary.