Parallax morning brief

<!-- white-label: integration-pattern.md -->

Morning Brief

When not to use

• Single stock analysis → use /parallax-should-i-buy or /parallax-deep-dive
• Running backtests → use /backtest
• Client portfolio review → use /parallax-client-review
• Multiple client books / desk-wide morning call list → use /parallax-desk-call-list
• Thematic screening → use /parallax-thematic-screen

Gotchas

• JIT-load _parallax/parallax-conventions.md for RIC resolution, parallel execution, fallbacks, and HK ambiguity protocol
• JIT-load _parallax/house-view/loader.md FIRST; if active view present, follow §2 (validation), §3 (multipliers), §4 (conflict resolution), §5 (output rendering), §6 (audit). Morning brief uses the view to (a) frame the macro snapshot in view-language, (b) flag holdings misaligned with view tilts, (c) prioritize action items toward view rebalance direction.
• When active view is present, use the view-aware disclaimer per loader.md §5 rule 5; otherwise use the standard disclaimer
• get_telemetry and macro_analyst are fast-response (low latency) but not free — macro_analyst costs 5 tokens; get_news_synthesis may take 30-90s per holding
• macro_analyst parameter is market (not country); e.g., macro_analyst(market="United States")
• The macro_analyst summary call returns all components inline including tactical — do not make separate per-component calls
• Health flags (from parallax-portfolio-checkup/references/health-flags.md) apply here too — flag portfolios needing attention
• Coverage: listed equities and ETFs only; fund/OEIC symbols surface the conventions §1 not-covered fallback, not a raw error
• LANGUAGE HAND-OFF — if lang= is present and ≠ en, the terminal Translate step is mandatory. Route zh-CN/zh-TW/zh-HK → /translate-chinese-finance, th → /translate-thai-finance, using the delimited routing-directive block (never a prose sentence the translator could echo). Unsupported values → English output with the standard warning footer.
• JIT-load _parallax/white-label/integration-pattern.md before the Pre-Render step. Loader call is load_visual_branding() (7-key visual subset; voice structurally excluded — branding["voice"] raises KeyError). Apply §5 (Branding Header) and §7 (About This Report) in Output Format.

Generate a structured fund manager morning brief by orchestrating Parallax MCP tools.

Usage

/parallax-morning-brief [{"symbol":"AAPL.O","weight":0.25},{"symbol":"MSFT.O","weight":0.20},{"symbol":"JPM.N","weight":0.15},{"symbol":"JNJ.N","weight":0.15},{"symbol":"XOM.N","weight":0.25}]
/parallax-morning-brief [{"symbol":"AAPL.O","weight":0.25},{"symbol":"MSFT.O","weight":0.20}] market=Japan top_n=5 lang=th register=retail

Optional: append market=Japan, top_n=5, lang=<code> (en default; zh-CN, zh-TW, zh-HK, th), or register=retail after the portfolio JSON. register=retail is passed only when translation is requested; absent means institutional register.

Workflow

Execute using mcp__claude_ai_Parallax__* tools. JIT-load _parallax/parallax-conventions.md for execution mode, RIC resolution, and fallback patterns. JIT-load _parallax/house-view/loader.md for active-view validation and integration.

Batch 0 — Tool Loading & Active House View

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

Per loader.md §1-§2. If view present, capture tilt vector, excludes, prose excerpt for narrative voice, and macro_regime. The brief's "Macro Snapshot" should explicitly reference the view's regime call where relevant ("Tactical macro shows X — consistent / divergent with active view's [regime] stance"). If validation fails or no view present, run brief without view.

Batch A — Market context + portfolio scoring (parallel)

Fire ALL rows below in a single tool-call turn. Every row is independent. For per-holding rows (get_peer_snapshot, get_company_info), fan out one call per holding within the same turn so all N×2 holding-level calls run concurrently with the portfolio-level and macro-level calls. Sequential per-holding loops are the largest latency leak in this skill — do not introduce one.

Tool	Parameters	Notes
get_telemetry	fields: regime_tag, signals, commentary.headline, commentary.mechanism, divergences	Market regime
macro_analyst	market (default: US), no component	Macro summary (returns all components inline including tactical — do not make separate per-component calls)
get_peer_snapshot	per holding — all N calls fan out in parallel within Batch A	Primary scoring source for PARALLAX_LOADER_V2=1. Aggregate scores client-side per loader.md §3b.
get_company_info	per holding — all N calls fan out in parallel within Batch A	Ground-truth check oracle per loader.md §5 rule 3 (required universally, view or no view). Records expected_name to cross-check against get_peer_snapshot.target_company.
get_news_synthesis	per top-N holding by input weight (default 3) — all N calls fan out in parallel within Batch A	Async, 30-90s each. Top-N derives from the user-supplied weights, not from any Batch A output — fire in the SAME turn as the other rows so the 30-90s wait overlaps everything else. Never loop these sequentially.
check_portfolio_redundancy	holdings	Overlap detection
quick_portfolio_scores	holdings	Legacy/V1 path only. Do NOT use if PARALLAX_LOADER_V2=1 and view active.

After Batch A: per loader.md §5 rule 3, cross-reference returned names against the corresponding get_company_info name. For PARALLAX_LOADER_V2=1, any mismatch in get_peer_snapshot is flagged ⚠ MISMATCH and excluded from aggregate calculations. For V1, any mismatch in quick_portfolio_scores is re-scored individually.

Batch B — Conditional + news (after Batch A)

1. Evaluate health flags: Low Score (overall ≤5.0), Concentration (>15% single / >45% top-3), Redundancy (≥2 pairs), Value Trap (value ≤3.0), Macro Misalignment (overweight in sectors with negative tactical outlook — the 5th flag per parallax-portfolio-checkup/references/health-flags.md).
2. House-view alignment (if view active): flag holdings misaligned with view tilts (>25% off view-tilted target), holdings on tilts.excludes, and any active-view conflicts to highlight in Action Items.

Conditional drift suggestion: If the Batch B alignment check above detected ≥3 holdings whose factor exposure conflicts with the active view's tilts, append a single line to the brief's "next actions" section: "Consider running /parallax-judge-house-view for a full drift analysis (≥3 holdings show view-conflict signals)."

Do NOT auto-invoke the judge from morning-brief. Morning-brief already does its own live macro_analyst fan-out per Batch A — invoking the judge would duplicate that work. The one-liner is a pointer, not an action.

3. Holding news is already in flight from Batch A. Insert each result into the Holding News section as it resolves; if any call is still pending or timed out when the report is composed, render the pending note inside that holding's paragraph per conventions §5 and the Degraded-state rule — do not wait.
4. Append audit log entry per loader.md §6.

Pre-Render — Load white-label branding

Load _parallax/white-label/integration-pattern.md §2 and compute white_label_active + client_name per that section. Apply §5 (Branding Header) and §7 (About This Report) when composing the Output Format. The loader returns exactly seven keys; any other access (e.g. branding["voice"]) raises KeyError — structurally enforced by loader.py.

Render — deterministic gate (LAST step, mandatory)

Compose the complete report per Output Format below, then run it through the shared render gate in one Bash step before replying. Use a private mktemp file (never a fixed/predictable path — /tmp symlink hazard). The shared gate is _parallax/render_gate.py, a sibling of the directory you loaded this SKILL.md from; pass this skill's key (use the loaded directory's absolute path as <skill-dir>):

DRAFT="$(mktemp "${TMPDIR:-/tmp}/mbrief.XXXXXX")"
cat > "$DRAFT" <<'REPORT'
<your complete drafted report goes here>
REPORT
python3 "<skill-dir>/../_parallax/render_gate.py" --skill morning-brief < "$DRAFT"; rm -f "$DRAFT"

Your entire final message is exactly that command's stdout — unless lang= ≠ en, in which case the Translate step below consumes that stdout and the translated result is the entire final message. Never run the render gate on translated text; its anchors are English. Nothing before it (no step/batch-completion notes, no scratch computation, no "no active house view" / white-label config-probe narration), nothing after it.

The Bash result may show a [render-gate] WARN: line above the report. That line is stderr diagnostics, not stdout. Never include it in the reply and never pass it to the Translate step. It means the drafted opening drifted from the documented Output Format start; fix the opening and re-run the gate.

Degraded-state rule: if an async tool (e.g. get_assessment, get_news_synthesis) times out or returns no data, render the pending/unavailable note INSIDE the relevant section or the About This Report line — NOT as a preamble above the report — so it is part of the rendered body and survives the gate. (The gate also hoists a leaked degraded note as a backstop.)

_parallax/render_gate.py is pure-stdlib and deterministically drops anything before the first rendered block (House View Preamble banner / Branding Header / Ground-truth Integrity / this skill's title or first rendered section), preserving the active-house-view banner in every view_status state. Same operator-agnostic-helper pattern as view_status.py / loader.py (a real Bash tool call, not prose).

Translate — conditional, after the render gate

This step runs ONLY when lang= is present and not en. Capture the render gate's stdout as the full body, including all Output Format sections, About This Report, the §9.2 AI-interaction disclosure, and the disclaimer. Record which disclaimer variant rendered (view-aware per loader.md §5 vs standard parallax-conventions.md §9.1) for the boundary check.

Invoke the appropriate translator skill with the input shaped as follows:

ROUTING DIRECTIVE — DO NOT TRANSLATE OR ECHO THIS BLOCK:
  target_variant: <variant>
  register: retail
  source_language: en
  begin_content_below_separator: true
---

<render gate stdout>

Pass register: retail iff register=retail was supplied; otherwise omit the register: line so the translator defaults to institutional register. Route zh-CN, zh-TW, and zh-HK to /translate-chinese-finance with the matching target_variant. Route th to /translate-thai-finance; omit target_variant for Thai, but keep the routing block marker and --- separator.

Translator-failure handling:

• If the translator fails or returns an empty/partial result, output the original English with a one-line warning footer: > Translation to <lang> failed; output shown in English. Re-run if the issue is transient.
• If the language arg is unrecognized, output the original English with: > Language '<arg>' not supported; output shown in English. Supported: en, zh-CN, zh-TW, zh-HK, th.
• Translator output replaces the English output in the chat; do not show both.

Disclaimer boundary check. If the disclaimer is missing from the translated output, first attempt a single-section re-translation pass on just the original English disclaimer text using the same routing-directive shape. Append that result if non-empty. If the pass fails or returns empty, append the English disclaimer variant that was actually rendered. Record the event in the loader.md §6 audit entry's notes field (disclaimer boundary check fired — re-translated or disclaimer boundary check fired — english fallback). Do not add a user-visible footer.

Output Format

Present as a structured morning brief, under 800 words:

• House View Preamble (only if view active) — 1-line summary per loader.md §5 rule 1 (preamble). Per loader.md §5.1 the preamble goes at the very top — it precedes the Branding Header.
• Branding Header (only if white_label_active AND client_name != "") — single line immediately below the House View Preamble (or at the very top if no view): **<client_name>** morning brief. Logo handling per integration-pattern.md §5: empty path → text only; URL → embed; absolute local (/ or ~) → skip embed and append Logo on file: <basename> to About This Report.
• Market Regime & Signals (2-3 sentences; if view active, note alignment/divergence with view's regime call)
• Macro Snapshot (bullet points)
• Ground-truth Integrity (only render if any mismatch detected — table: input_ticker, returned_name, expected_name, status. Mismatched holdings had scores re-derived via get_peer_snapshot — per loader.md §5 rule 3.)
• Portfolio Factor Tilt (table: VALUE, QUALITY, MOMENTUM, DEFENSIVE scores aggregated over TRUSTED holdings only; mismatched holdings' re-derived scores included when available; if view active, add column showing view-target factor)
• Redundancy & Alignment Alerts (only if flagged; include View Misalignment / View Excluded if view active)
• Verdict sensitivity (render when any numeric health flag sits near its published cutoff): the 1-2 nearest-boundary flags and their trigger/clear arithmetic per parallax-portfolio-checkup/references/health-flags.md "Verdict sensitivity" (§11 by reference). Morning-brief renders no Health Status badge — state flag-level conditions only; do not use the tier-ladder language.
• Holding News (one paragraph per holding)
• Action Items (what deserves attention today; if view active, prioritize toward view rebalance direction)
• About This Report (always present): one line stating branding state per integration-pattern.md §7 markdown column (render per table; do not collapse), plus the unconditional §7 currency line: Currency: figures as reported by source data; no base-currency conversion applied. If a logo was skipped per the Branding Header rule, append Logo on file: <basename> as a further About This Report line.

Lead with what matters.

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.