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Parallax Explain Portfolio

skill

Author’s activation text, quoted as published

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 forward-looking reviews (use /parallax-client-review), not for hypothetical scenarios (use /parallax-scenario-analysis).

Works with: Claude Code (native)  ·  Cursor, Codex CLI (manual)
native: this artifact type is that client's own format

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Install (Claude Code):

cp -r parallax-explain-portfolio ~/.claude/skills/

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Its own instructions

Its SKILL.md says when not to, shows worked examples and states a limitation.

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source ↗  ·  skill:bencharoenwong/parallax-explain-portfolio

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Measured 2026-08-16  ·  scorer s5  ·  how  ·  something wrong here?