Claude Skills by bencharoenwong

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...

Stress-test the active CIO house view against fresh Parallax macro data and internal consistency. Emits a per-run report and a hash-chained audit entry. Optionally hands off to /parallax-load-house-view --edit to incorporate updates. NOT for portfolio construction (use /parallax-portfolio-builder), not for one-off scenario reactions (use /parallax-scenario-analysis).

Pressure-tests a written investment thesis: decomposes it into falsifiable assumptions (macro, sector/theme, position-level, implicit market preconditions, holder preconditions), tests market assumptions against current Parallax signals, evaluates named positions, and surfaces which assumptions the argument depends on and where it most likely breaks. Optional client_profile (horizon, risk capacity, income reliance, position size, age) re-weights break-condition severity per investor. Triggers...

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.