Parallax due diligence

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Full Due Diligence

When not to use

• Quick stock evaluation → use /parallax-should-i-buy
• Position deep dive (no Palepu) → use /parallax-deep-dive
• Peer comparison only → use /parallax-peer-comparison
• Client-forwardable summary → use /parallax-client-review (portfolio) or the white-label stock-report skill (single name)

Gotchas

• JIT-load _parallax/parallax-conventions.md for RIC resolution, parallel execution, and fallback patterns
• get_financial_analysis (Palepu) is async ~2-5 min
• get_stock_report is async ~1-2 min and is a PAID endpoint
• Wait for each async step before proceeding
• This is the most thorough and expensive workflow — use for serious research only
• JIT-load _parallax/house-view/loader.md and apply §7 (single-stock, read-only consumers) — due-diligence is a single-stock skill, so tilts are NOT applied to scores or to the assessment prompt. Workflow: §2 validation, §7.1 House View Note rendered AFTER the Factor Score Trajectory section (per render_helpers.md template via render_view_conflict(kind="blanket", ...)), §7.3 Score-vs-View Tension Banner inline at scores when primary stock total score ≥7 AND its sector tilt ≤-1, §6 audit log entry. §7.2 (peer-suggest token) is N/A here — due-diligence does not surface get_peer_snapshot.suggestion.
• When active view is present, use the view-aware disclaimer per loader.md §5 rule 5; otherwise use the standard disclaimer.
• Pre-Render step loads white-label branding via _parallax/white-label/loader.py → load_visual_branding() (the 7-key visual subset wrapper). Voice/typography/etc. are structurally absent — branding["voice"] raises KeyError. About This Report state-to-text mapping and Branding Header semantics follow integration-pattern.md §5 + §7 — render per that table.
• This skill does not support audience=client_safe. If invoked with it, render one line — "This skill produces an internal analyst working document and has no client-safe mode; for a client-facing deliverable use /parallax-client-review or the white-label stock report." — then proceed in internal_analyst mode.

Comprehensive analyst-grade due diligence using all available Parallax tools.

Usage

/parallax-due-diligence AAPL.O

Workflow

Execute using mcp__claude_ai_Parallax__* tools. JIT-load _parallax/parallax-conventions.md for execution mode, RIC resolution, and fallback patterns.

Pre-Workflow — Load Active House View

Per _parallax/house-view/loader.md §1 and §2: load and validate any active house view BEFORE running the workflow. If view present and validated:

• Capture the load preamble (banner from view_status helper, low-confidence warnings if any) for rendering at the very top of Output Format per §5.1.
• Capture the sector tilt vector and excludes — these inform the §7.1 House View Note and §7.3 tension banner after the analytical output is composed.
• Tilts are NOT applied to scores, the assessment prompt, or any ranking. Due-diligence is a single-stock skill per §7; the view surfaces as read-only conflict signals, not multipliers.

If no active view (or any §2 validation failure): run the workflow normally with the standard disclaimer.

Batch 0 — Tool Loading

Call ToolSearch with query "+Parallax" to load the deferred MCP tool schemas before the first mcp__claude_ai_Parallax__* call.

Batch A — All instant + async data calls (parallel)

Fire all simultaneously:

Tool	Parameters	Notes
get_company_info	symbol	Company profile
get_financials	symbol, statement="income"	Income statement (default 4 periods)
get_financials	symbol, statement="balance_sheet"	Balance sheet (default 4 periods)
get_financials	symbol, statement="cash_flow"	Cash flow (default 4 periods)
get_financials	symbol, statement="ratios"	Key ratios (default 4 periods)
get_technical_analysis	symbol	Trend, momentum, support/resistance
get_score_analysis	symbol	52-week factor score trajectory (server default)
get_news_synthesis	symbol	Async — don't block output
get_financial_analysis	symbol	Async ~2-5 min — Palepu framework

Batch B — Full report (after Batch A, user confirmation recommended)

Call get_stock_report for comprehensive Parallax research report with PDF/HTML links. This is a PAID endpoint (~1-2 min async).

Post-Workflow — House View consumer obligations

If a view was loaded in Pre-Workflow:

1. From the company's sector (via get_company_info) and the captured tilt vector, determine whether a §7 conflict surfaces.
2. Compose §7.1 House View Note via render_view_conflict(kind="blanket", ...) — placed AFTER the Factor Score Trajectory section in Output Format. Do NOT reproduce the template inline; invoke the helper per _parallax/house-view/render_helpers.md.
3. If primary stock total score ≥ 7 AND its sector tilt ≤ -1, compose §7.3 Tension Banner via render_view_conflict(kind="score_tension", ...) — placed BETWEEN the scores table and the §7.1 note in Output Format.
4. Append the §6 audit log entry per loader.md §6.1 (all required fields: schema_version, ts, view_id, version_id, skill, action, applied, plus query_summary / conflicts_count / output_summary_hash when action=="consume"; and applied_reason whenever applied=false — for due-diligence the canonical reason string is "single-stock consumer (loader.md §7.1/§7.2/§7.3)").

Pre-Render — Load white-label branding

Before composing the Output Format, JIT-load _parallax/white-label/integration-pattern.md and call load_visual_branding() per §2. The loader returns exactly seven keys: client_name, colors, logos, fonts, source, error, render. Set white_label_active = is_white_label_active(branding) and client_name = branding.get("client_name", "") for use in the Branding Header. See §4 (error states), §5 (substitution semantics), §7 (About This Report template). Any other access (e.g. branding["voice"]) raises KeyError — structurally enforced by loader.py.

Output Format

Analyst-grade research report. Precision over brevity. Include raw data tables.

• Scope note — internal analyst working document; not designed for client forwarding.
• House View Preamble (only if view active) — render per loader.md §5 rule 1 (banner + low-confidence warnings if any).
• Branding Header (only if white_label_active AND client_name != "") — single line at top of report: **<client_name>** research report. Logo: if branding["logos"]["primary"] is empty, render text line only; if URL, embed ![<client_name>](<url>) above the line; if absolute local path (starts with / or ~), skip embed and append Logo on file: <basename> to About This Report.
• Company Overview (business, sector, market cap, key thesis)
• Income Statement Analysis (4-year trends: revenue, margins, EPS)
• Balance Sheet Analysis (leverage, liquidity, asset quality)
• Cash Flow Analysis (FCF, capex, cash conversion)
• Key Ratios (valuation, profitability, efficiency — table format)
• Palepu Framework (profitability decomposition, accruals quality, solvency assessment)
• Technical Stance (trend, momentum, support/resistance, volume)
• News Intelligence (material developments only)
• Score-vs-View Tension Banner (only if view active AND total score ≥ 7 AND sector tilt ≤ -1) — inline between the scores table and the Factor Score Trajectory, via render_view_conflict(kind="score_tension", ...).
• Factor Score Trajectory (52-week trend: which factors improving/declining)
• House View Note (only if view active) — placed AFTER Factor Score Trajectory per loader.md §7 rendering order, via render_view_conflict(kind="blanket", ...).
• Parallax Research Report (link to PDF/HTML from get_stock_report)
• Synthesis & Key Risks (bull case, bear case, key uncertainties)
• About This Report (always present): one line stating branding state per integration-pattern.md §7 markdown column (render per table; do not collapse). If a logo was skipped per the Branding Header rule, append Logo on file: <basename> as a second About This Report line.

Note: get_financial_analysis (~2-5 min) and get_stock_report (~1-2 min, paid) are async. Begin assembling output from instant tools while async calls resolve.

AI-interaction disclosure (required regardless of view state): Render parallax-conventions.md §9.2 immediately above the disclaimer below.

If active view: use the view-aware disclaimer per loader.md §5 rule 5. Otherwise: render the standard disclaimer verbatim from parallax-conventions.md §9.1.