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}]. NOT for fund manager briefs (use /parallax-morning-brief), not for quick stock checks (use /parallax-should-i-buy).
Presentation-ready portfolio review with health flags and prioritized recommendations for wealth advisors.
/parallax-client-review [{"symbol":"AAPL.O","weight":0.25},{"symbol":"BRK-B.N","weight":0.20}] client="conservative retiree, income focus, 10yr horizon" benchmark=SPY.O
Execute using mcp__claude_ai_Parallax__* tools. JIT-load _parallax/parallax-conventions.md for execution mode, fallback patterns, and macro reasoning. JIT-load references/recommendation-matrix.md for priority system.
| Tool | Parameters | Notes |
|---|---|---|
analyze_portfolio |
holdings, lens="performance" |
| Returns/risk metrics |
analyze_portfolio | holdings, lens="concentration" | Concentration analysis |
check_portfolio_redundancy | holdings | Overlap detection |
quick_portfolio_scores | holdings | Factor scores (apply mixed-exchange fallback if coverage <50%) |
list_macro_countries | — | Check market coverage |
Derive home markets from RIC suffixes. Call macro_analyst with component="tactical" for each unique covered market (cap 3).
references/recommendation-matrix.md: weight >10%, any flag, or macro-misaligned. Prioritize by flag count then weight.For each drill-down holding (parallel):
| Tool | Parameters |
|---|---|
get_score_analysis | symbol, weeks as int 26 (26-week lookback, non-default — see conventions §0.1) |
get_stock_outlook | symbol, aspect="risk_return" |
get_peer_snapshot | symbol |
News (selective, async): get_news_synthesis for holdings >10% weight AND flagged, or in sectors with active macro developments. Cap at 5.
references/recommendation-matrix.md, assign each flagged holding a priority (High/Medium/Low) and action type (trim/exit/hold/investigate/reweight). Every recommendation must cite a specific finding.get_assessment with comprehensive prompt incorporating: portfolio composition, factor scores, health flags, macro context, per-holding drill-down findings, recommendations, and client context.Client-ready report:
These are analytical outputs based on Parallax factor scores, not investment advice.