Claude Skills by bencharoenwong

RIA/wealth advisor client portfolio review: full analysis, redundancy, health flags, macro context, per-holding drill-down, prioritized recommendations, and AI assessment via Parallax MCP tools. Holdings as [{symbol, weight}]; optional policy= for SAA/TAA drift diagnostics. NOT for fund manager briefs (use /parallax-morning-brief), not for quick stock checks (use /parallax-should-i-buy), not for retail health checks (use /parallax-portfolio-checkup), not for trade recommendations with target ...

Friendly concierge that opens a three-branch menu (Stock / Portfolio / Discovery) for users who arrive without a specific /parallax-* command in mind. Triggers on greetings addressed to Parallax — 'Hi Parallax', 'Hello Parallax', 'Hey Parallax', 'Good morning Parallax', 'Yo Parallax', 'Parallax!' — case- and punctuation-insensitive. Also triggers on 'what can Parallax do', 'help me get started with Parallax', 'show me Parallax workflows', or any open-ended request to explore the Parallax tool...

Country or region equity discovery: which equities screen strongest in a market — macro context, available equity coverage, top-scoring stocks, and investment opportunities via Parallax MCP tools. Anchored on the allocation question. NOT for macro regime reads ('what is the regime in [market]?' — use /parallax-macro-outlook), not for thematic screening (use /parallax-thematic-screen), not for single stock analysis (use /parallax-deep-dive).

Credit risk assessment for publicly traded companies: leverage, coverage, liquidity, solvency (Palepu), Altman Z-score, and credit health signals vs. peer medians. Symbol in RIC format (AAPL.O, JPM.N). NOT for portfolio credit risk (use /parallax-scenario-analysis), not for private companies (requires document ingestion; not covered), not for forensic earnings-quality screening (use /parallax-earnings-quality), not for single-stock fundamental analysis (use /parallax-deep-dive).

Deep dive on a single position: company profile, peer comparison, financials, score trends, macro context, technicals, dividends, news, and AI assessment via Parallax MCP tools. Symbol in RIC format. NOT for quick stock checks (use /parallax-should-i-buy), not for portfolio-level analysis (use /parallax-morning-brief), not for statement-level forensic audit or Palepu framework analysis (use /parallax-due-diligence), not for peer-set comparison only (use /parallax-peer-comparison), not for a c...

Desk-level morning call list for relationship managers covering multiple client books: detects overnight price moves across the union of symbols held desk-wide, then ranks clients by weighted book impact and drafts per-client talk tracks. Reads a saved desk book from ~/.parallax/desk-book/, or accepts an inline array of {client_name, portfolio}. Triggers on 'who do I call this morning', 'desk call list', 'which clients are affected'. NOT for a single portfolio (use /parallax-morning-brief), n...

Full research analyst due diligence: all financial statements, Palepu framework, technicals, news, score trends, and full Parallax research report via Parallax MCP tools. Symbol in RIC format. NOT for quick checks (use /parallax-should-i-buy), not for position deep dives without Palepu (use /parallax-deep-dive), not for peer-set comparison only (use /parallax-peer-comparison), not for a client-branded rendering of the research report (use /parallax-white-label-stock-report), not for forensic ...

Forensic earnings quality analysis: revenue recognition patterns, accruals, quality sub-scores, manipulation risk, and hidden risk detection via Parallax MCP tools. Symbol in RIC format. NOT for general stock analysis (use /parallax-deep-dive), not for full due diligence (use /parallax-due-diligence), not for a quick stock check (use /parallax-should-i-buy), not for credit-risk scoring (use /parallax-credit-lens).

Reactive portfolio performance attribution: decompose a drawdown into market/regime, factor/thematic, and stock-specific components. Also called 'drawdown attribution' or 'performance attribution' in PM/RIA vocabulary. Uses score-vs-price divergence to determine if the loss is fundamental or transient, then gives conditional advice. Triggered when a client asks 'why am I down X%?'. Holdings as [{symbol, weight}]. NOT for proactive health checks (use /parallax-portfolio-checkup), not for forwa...

Shariah-compliant stock screening: filter for halal investments, check compliance flags, explain screening criteria, and suggest compliant alternatives via Parallax MCP tools. Single stock or an existing holdings list. NOT for general thematic screening (use /parallax-thematic-screen), not for portfolio construction (use /parallax-portfolio-builder), not for accounting-quality screening (use /parallax-earnings-quality).

Full macro regime analysis with optional equity screening: country coverage, economic outlook, regime signals, factor tilt implications, and top-scoring equities in the target market via Parallax MCP tools. Anchored on the regime question ('what is the regime in [market]?'). NOT for country/region equity discovery ('what should I buy in [country]?' — use /parallax-country-deep-dive), not for portfolio-level morning briefs (use /parallax-morning-brief), not for single stock analysis (use /para...

Fund manager morning brief: market regime, macro outlook, portfolio health, and key holding news via Parallax MCP tools. Provide portfolio as [{symbol, weight}] in RIC format. NOT for individual stock analysis (use /parallax-should-i-buy), not for client portfolio review (use /parallax-client-review), not for a desk-wide call list across many books (use /parallax-desk-call-list), not for retail health checks (use /parallax-portfolio-checkup), not for backtesting (use /backtest).

Long/short equity pair builder: given one leg, suggest top-3 counter-leg candidates from peers; given both legs, report residual factor / sector / macro / dollar / beta exposure. Symbols in RIC format. NOT for single-stock analysis (use /parallax-deep-dive), not for peer comparison tables (use /parallax-peer-comparison), not for portfolio analysis (use /parallax-morning-brief), not for long-only screening (use /parallax-thematic-screen).

Research analyst peer comparison: peer snapshot, exported data, score trend analysis, and relative price performance via Parallax MCP tools. Symbol in RIC format. NOT for single stock analysis (use /parallax-deep-dive), not for a quick single-name check (use /parallax-should-i-buy), not for full due diligence (use /parallax-due-diligence), not for portfolio analysis (use /parallax-morning-brief).

Build a portfolio from a natural language investment thesis. Constructs universe, scores, checks redundancy, and outputs allocation-ready list via Parallax MCP tools. Supports `--augment-silent` mode to fill active house view gaps from Parallax data for the current portfolio (saved view never mutates). Trigger for that mode: 'fill house view gaps from Parallax data for this portfolio'. NOT for analyzing existing portfolios (use /parallax-client-review), not for screening without allocation (u...

Individual investor portfolio checkup: health flags, factor scores, redundancy, macro context, and plain-language recommendations via Parallax MCP tools. Holdings as [{symbol, weight}]. NOT for fund manager briefs (use /parallax-morning-brief), not for client reviews (use /parallax-client-review), not for drawdown attribution (use /parallax-explain-portfolio), not for trade recommendations (use /parallax-rebalance), not for single stocks (use /parallax-should-i-buy).

Portfolio rebalancing with health flags and macro context: analyze current state, flag issues, generate a prioritized, information-framed rebalancing analysis (candidate actions per conventions §12) with score rationale via Parallax MCP tools. Holdings as [{symbol, weight}]. NOT for initial portfolio construction (use /parallax-portfolio-builder), not for diagnostic-only review (use /parallax-client-review).

React to a news event or scenario: assess portfolio exposure, macro regime shift, sector impact, identify most-exposed holdings, find rotation candidates, and output an information-framed action analysis via Parallax MCP tools. Also surfaces under PM/RIA vocabulary: 'stress book', 'scenario suite', 'stress test' (e.g., rates +100bps, USD shock, 2008 / 2020 / 2022 replays). Requires a portfolio and a scenario description. NOT for routine morning briefs (use /parallax-morning-brief), not for ma...

Explain Parallax scores, factors, and methodology in plain language. Why does a stock score this way? What would change it? Uses methodology docs and score data. NOT for stock analysis (use /parallax-should-i-buy), not for deep dives (use /parallax-deep-dive), not for portfolio diagnostics (use /parallax-portfolio-checkup).

Quick stock evaluation: company overview, Parallax factor scores, financial health, score trends, macro context, dividends, news, and analyst outlook. Plain language output. Accepts plain ticker (AAPL) or RIC (AAPL.O). NOT for portfolio analysis (use /parallax-morning-brief), not for full due diligence (use /parallax-due-diligence), not for a position deep dive with AI assessment (use /parallax-deep-dive), not for peer-set comparison (use /parallax-peer-comparison), not for methodology-only q...

Thematic stock screen and idea analysis: build a stock universe from a theme, score top picks, layer optional macro context and regime signals, compare peers, and check financials via Parallax MCP tools. Triggers: 'screen for [theme]', 'trade ideas around X', 'thematic ideas for Y', 'stocks in Z theme', 'new ideas in [sector]'. NOT for single stock analysis (use /parallax-should-i-buy), not for portfolio review (use /parallax-client-review), not for a country or region screen (use /parallax-c...

Monitor a watchlist of tickers: flag score changes, news alerts, technical shifts, and analyst updates via Parallax MCP tools. Provide list of symbols. NOT for single stock analysis (use /parallax-deep-dive), not for portfolio diagnostics (use /parallax-morning-brief), not for weighted client books ranked by who to call (use /parallax-desk-call-list), not for building a portfolio (use /parallax-portfolio-builder).

Configure white-label client branding for Parallax report output. Extracts colors, logos, fonts AND writing voice from a folder of client collateral (PowerPoint, Word docs), a website URL, a PDF brand guide, or guided wizard intake. Multi-source ingestion supported: when more than one source is provided, mismatches between sources are flagged at the confirmation gate rather than silently resolved. Validates visual assets against WCAG accessibility standards and voice section against corpus-si...

Render a Parallax full stock research report (the get_stock_report output) under a client's brand as a white-labeled HTML and PDF. Takes a ticker (RIC), pulls the report, and re-renders all sections (cover, factor scores, thesis, company + peers, technical, financial analysis, statements, ratios, analyst ratings, disclosures) with the client's logo, colors, and fonts from the active white-label config. Visual skin only: keeps Chicago Global / MAS regulatory disclosures verbatim and a \"Powere...

Translate financial content (stock reports, CIO reports, macro reports) to Chinese — Simplified (zh-CN) or Traditional (zh-TW/zh-HK) — with correct code-switching, terminology, and natural phrasing. Use when translating text to Chinese for institutional finance audiences.

Translate financial content (stock reports, CIO reports, macro reports) to Thai with correct code-switching, terminology, and natural phrasing. Use when translating text to Thai for institutional finance audiences.

Applies the Buffett-style factor profile (per Frazzini-Kabiller-Pedersen 2018, 'Buffett's Alpha', FAJ), reconciled for 21st-century intangibles-heavy valuations per Lev-Srivastava 2022, to a single stock's current Parallax factor scores. Returns a match/partial/no-match verdict based on Quality, Value, Momentum, and Defensive factor criteria. Third-person framing, academic citation, AI-inferred from public information. NOT financial advice. NOT personalized. Accepts plain tickers or RIC forma...

Runs all installed Parallax AI Investor Profiles (Buffett, Greenblatt, Klarman, Soros, PTJ) against a single ticker or short basket (cap 5). Returns the per-profile verdict matrix, the super-majority consensus signal per consensus-config.md, and a factor-level agreement detail showing which factors/criteria were flagged by multiple profiles. Cross-profile agreement is the strongest-agreement signal. Third-person framing throughout, AI-inferred from public information. NOT financial advice. NO...

Applies Joel Greenblatt's Magic Formula (per 'The Little Book That Beats the Market', 2006; academic replication Gray & Carlisle 2012) to Parallax data. Two modes: universe mode returns a top-decile ranked basket; ticker-check mode reports whether a single stock falls in the top decile of its peer universe by combined ROC + earnings yield rank. Third-person framing, book citation, AI-inferred from public information. NOT financial advice. NOT personalized. Accepts no args (universe mode) or a...

Applies Seth Klarman's margin-of-safety framework (per 'Margin of Safety', 1991) to a single stock's current financials via Parallax. Four balance-sheet checks: net cash position, debt vs peers, FCF stability, valuation discount. Includes a distinctive 'no position warranted; cash is valid' output when nothing qualifies. Third-person framing, book citation, AI-inferred from public information. NOT financial advice. NOT personalized. Accepts plain tickers or RIC format. NOT for portfolio-level...

Applies Paul Tudor Jones's trend-following + macro-overlay framework (per Schwager's 'Market Wizards', 1989) to evaluate single-stock technical setup, macroeconomic regime alignment, and volatility-driven risk/reward asymmetry. Evaluates ticker across three independent conviction channels (Technical, Macro, Volatility). Third-person framing, book citation, AI-inferred from public information. NOT financial advice. NOT personalized. Accepts plain tickers or RIC format. NOT for bottom-up factor...

Applies George Soros's top-down reflexivity framework (per 'The Alchemy of Finance', 1987) to current Parallax data. Triggers: 'trade ideas based on current macro regime', 'regime-driven stock picks', 'reflexivity-lens stock ideas'. Two modes: basket mode surfaces regime themes and ranked exposure candidates (informational); single-ticker mode runs the same macro workflow and checks ticker exposure via dual channels (industry exposure AND telemetry basket theme). Third-person framing, book ci...

Monthly CIO letter prep pack for fund managers: period attribution via daily contribution analysis, top contributors / detractors with evidence-backed drivers, macro snapshot, news themes, and a conditional forward-outlook. Output is Word .docx for the CIO to edit and send. Provide current_portfolio, prior_portfolio, trade_log, period_start, period_end. Symbols in RIC format. NOT for individual stock analysis (use /parallax-deep-dive), not for daily fund-manager check-ins (use /parallax-morni...

RIA/wealth advisor client portfolio review: full analysis, redundancy, health flags, macro context, per-holding drill-down, prioritized recommendations, and AI assessment via Parallax MCP tools. Holdings as [{symbol, weight}]; optional policy= for SAA/TAA drift diagnostics. NOT for fund manager briefs (use /parallax-morning-brief), not for quick stock checks (use /parallax-should-i-buy), not for retail health checks (use /parallax-portfolio-checkup), not for trade recommendations with target ...

Friendly concierge that opens a four-branch menu (Stock / Portfolio / Discovery / Investor profiles) for users who arrive without a specific /parallax-* command in mind. Triggers on greetings addressed to Parallax — 'Hi Parallax', 'Hello Parallax', 'Hey Parallax', 'Good morning Parallax', 'Yo Parallax', 'Parallax!' — case- and punctuation-insensitive. Also triggers on 'what can Parallax do', 'help me get started with Parallax', 'show me Parallax workflows', or any open-ended request to explor...

Country or region equity discovery: which equities screen strongest in a market — macro context, available equity coverage, top-scoring stocks, and investment opportunities via Parallax MCP tools. Anchored on the allocation question. NOT for macro regime reads ('what is the regime in [market]?' — use /parallax-macro-outlook), not for thematic screening (use /parallax-thematic-screen), not for single stock analysis (use /parallax-deep-dive).

Credit risk assessment for publicly traded companies: leverage, coverage, liquidity, solvency (Palepu), Altman Z-score, and credit health signals vs. peer medians. Symbol in RIC format (AAPL.O, JPM.N). NOT for portfolio credit risk (use /parallax-scenario-analysis), not for private companies (requires document ingestion; not covered), not for forensic earnings-quality screening (use /parallax-earnings-quality), not for single-stock fundamental analysis (use /parallax-deep-dive).

Deep dive on a single position: company profile, peer comparison, financials, score trends, macro context, technicals, dividends, news, and AI assessment via Parallax MCP tools. Symbol in RIC format. NOT for quick stock checks (use /parallax-should-i-buy), not for portfolio-level analysis (use /parallax-morning-brief), not for statement-level forensic audit or Palepu framework analysis (use /parallax-due-diligence), not for peer-set comparison only (use /parallax-peer-comparison), not for a c...

Desk-level morning call list for relationship managers covering multiple client books: detects overnight price moves across the union of symbols held desk-wide, then ranks clients by weighted book impact and drafts per-client talk tracks. Reads a saved desk book from ~/.parallax/desk-book/, or accepts an inline array of {client_name, portfolio}. Triggers on 'who do I call this morning', 'desk call list', 'which clients are affected'. NOT for a single portfolio (use /parallax-morning-brief), n...

Full research analyst due diligence: all financial statements, Palepu framework, technicals, news, score trends, and full Parallax research report via Parallax MCP tools. Symbol in RIC format. NOT for quick checks (use /parallax-should-i-buy), not for position deep dives without Palepu (use /parallax-deep-dive), not for peer-set comparison only (use /parallax-peer-comparison), not for a client-branded rendering of the research report (use /parallax-white-label-stock-report), not for forensic ...

Forensic earnings quality analysis: revenue recognition patterns, accruals, quality sub-scores, manipulation risk, and hidden risk detection via Parallax MCP tools. Symbol in RIC format. NOT for general stock analysis (use /parallax-deep-dive), not for full due diligence (use /parallax-due-diligence), not for a quick stock check (use /parallax-should-i-buy), not for credit-risk scoring (use /parallax-credit-lens).

Reactive portfolio performance attribution: decompose a drawdown into market/regime, factor/thematic, and stock-specific components. Also called 'drawdown attribution' or 'performance attribution' in PM/RIA vocabulary. Uses score-vs-price divergence to determine if the loss is fundamental or transient, then gives conditional advice. Triggered when a client asks 'why am I down X%?'. Holdings as [{symbol, weight}]. NOT for proactive health checks (use /parallax-portfolio-checkup), not for forwa...

Shariah-compliant stock screening: filter for halal investments, check compliance flags, explain screening criteria, and suggest compliant alternatives via Parallax MCP tools. Single stock or an existing holdings list. NOT for general thematic screening (use /parallax-thematic-screen), not for portfolio construction (use /parallax-portfolio-builder), not for accounting-quality screening (use /parallax-earnings-quality).

Ex-post house-view performance attribution: did the active (or an archived) view add value over its effective window? Reconstructs the tilted-vs-neutral portfolio decision from the reasoning-chain archive, fetches realized returns via Parallax MCP tools, and decomposes the active return into per-tilt-group contributions (Shapley) plus a selection residual. Read-only against the view; emits a report bundle and one `attribution` audit row. NOT for forward-looking drift monitoring (use /parallax...

Interface spec for verifying that a house view actually changes downstream portfolio output. Trigger: 'did the house view shift my portfolio output?' Describes the dual-leg paired-call protocol and output contract. NOT for loading or making a view (use /parallax-load-house-view or /parallax-make-house-view), not for comparing two saved views (use /parallax-make-house-view --compare). Calibration and reference runner are internal to Parallax.

Read-only LLM-as-judge that compares the saved CIO house view against current Parallax macro signals, classifies drift severity (minor / moderate / material), and recommends per-cell updates with cited rationale. Emits a self-contained report bundle and a single audit row; NEVER modifies the active view. NOT for synthesizing a view from scratch (use /parallax-make-house-view), not for portfolio construction (use /parallax-portfolio-builder), not for one-off scenario reactions (use /parallax-s...

Ingest a CIO house view (PDF / text / URL / wizard) into the Parallax workflow system. Extracts structured tilts and excludes, presents a confirmation gate, then saves the view to ~/.parallax/active-house-view/ where every portfolio skill auto-loads it. Use to set, update, re-pair, extend, or clear the active house view. NOT for portfolio construction (use /parallax-portfolio-builder), not for one-off scenario exploration (just describe inline to the relevant skill).

Full macro regime analysis with optional equity screening: country coverage, economic outlook, regime signals, factor tilt implications, and top-scoring equities in the target market via Parallax MCP tools. Anchored on the regime question ('what is the regime in [market]?'). NOT for country/region equity discovery ('what should I buy in [country]?' — use /parallax-country-deep-dive), not for portfolio-level morning briefs (use /parallax-morning-brief), not for single stock analysis (use /para...

Synthesize a draft Parallax house view by orchestrating macro_analyst + get_telemetry MCP outputs across the 14 covered markets, route the draft through the shared confirmation gate, and save through the same path /parallax-load-house-view uses. The synthesized view carries `generator_synthesis` provenance (distinct from ingested views' `prose_extraction`) and lands in `~/.parallax/active-house-view/` like any other house view. Use when the bank has no CIO take to ingest, when prepping a Para...

Fund manager morning brief: market regime, macro outlook, portfolio health, and key holding news via Parallax MCP tools. Provide portfolio as [{symbol, weight}] in RIC format. NOT for individual stock analysis (use /parallax-should-i-buy), not for client portfolio review (use /parallax-client-review), not for a desk-wide call list across many books (use /parallax-desk-call-list), not for retail health checks (use /parallax-portfolio-checkup), not for backtesting (use /backtest).