Parallax peer comparison

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

Peer Comparison

When not to use

• Single stock deep dive → use /parallax-deep-dive
• Portfolio analysis → use /parallax-morning-brief
• Full due diligence → use /parallax-due-diligence

Gotchas

• JIT-load _parallax/parallax-conventions.md for RIC resolution, parallel execution, and fallback patterns
• Identifies top 2 peers automatically from get_peer_snapshot
• Peer symbols from get_peer_snapshot may lack RIC suffixes. Before passing to Batch B tools, resolve each peer symbol to RIC format using the exchange suffix table in parallax-conventions.md (e.g., GM → GM.N, F → F.N). Single-letter symbols will fail without the suffix.
• Makes 3 calls each for score trends and price series (primary + 2 peers)
• export_peer_comparison and export_price_series return structured JSON
• JIT-load _parallax/house-view/loader.md if an active CIO view is present. Peer-comparison is single-stock per loader.md §7 (read-only consumers): tilts are NOT applied to factor scoring or peer ranking. Render the FULL §7 surface: (a) §7.3 Score-vs-View Tension Banner inline between the Factor Comparison Matrix and Score Trajectory when primary stock total ≥ 7 AND its sector tilt ≤ -1; (b) §7.2 Peer-suggest conflict token under the Factor Comparison Matrix for any peer in a view-UW sector (tilt ≤ -1) or on the excludes list — flag, do not filter; the peer stays in the matrix; (c) §7.1 House View Note after Score Trajectory via render_view_conflict(kind="blanket", ...); (d) §6 audit log entry per loader.md §6.1.
• When rendering §7.1/§7.2/§7.3 tokens, JIT-load _parallax/house-view/render_helpers.md and route every token through render_view_conflict().
• When active view is present, use the view-aware disclaimer per loader.md §5 rule 5; otherwise use the standard disclaimer.
• 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.

Structured peer comparison analysis for research analysts.

Usage

/parallax-peer-comparison AAPL.O
/parallax-peer-comparison AAPL.O weeks=26

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, capture the load preamble for rendering at the top of Output Format per §5.1, and capture the sector tilt vector + excludes — these feed §7.2 + §7.3 + §7.1 surfacing during Output Format composition. Tilts are NOT applied to scores or peer ranking; the §7 surface is read-only conflict signals. If no active view (or 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 — Peer identification

1. Call get_peer_snapshot. Identify the peer group and top 2 most relevant peers.
2. Call export_peer_comparison with format="json".

RIC Resolution — Resolve peer symbols before Batch B

Peer symbols from get_peer_snapshot may lack exchange suffixes (e.g., GM instead of GM.N). Before proceeding, resolve each peer symbol to RIC format using the exchange suffix table in parallax-conventions.md. Single-letter tickers like F will trigger "Symbol too short" errors without the suffix.

Batch B — Trends + price series (parallel, after Batch A identifies peers)

B.0 — Asset-class pre-classification (parallel, MANDATORY for price legs)

export_price_series is the equity-only price endpoint; sector/country ETFs (which get_peer_snapshot can occasionally surface as peers) silently return empty from it and would otherwise be dropped from the relative-price-performance comparison. Before Batch B, classify each leg (primary + top 2 peers):

• For each of the 3 legs, call etf_profile(<plain_ticker>) in parallel.
• {"error": "No profile data found", ...} → equity, route through export_price_series.
• Non-error response → ETF, route through etf_daily_price.

This adds 3 calls at 1 token each (per _parallax/token-costs.md).

B.1 — Trends + price series (parallel)

Fire all 6 calls simultaneously:

• get_score_analysis for primary + top 2 peers (3 calls). If the user supplied weeks=N in the invocation, pass it as weeks as int N (non-default — see conventions §0.2); otherwise rely on the server default of 52.
• For each leg classified as equity in B.0 → export_price_series(symbol=<ric>, days=<N>, format="json"). Default days=100.
• For each leg classified as ETF in B.0 → etf_daily_price(symbol=<plain_ticker>, start_date=<today − days>, end_date=<today>).

Halt-and-surface rule: if a leg returns empty from BOTH endpoints, exclude it from the price-performance section and render an explicit note: "⚠ Could not retrieve price history for <symbol>; relative price chart shows the remaining legs only." Never silently drop a leg without disclosure.

Post-Workflow — House View consumer obligations

If a view was loaded in Pre-Workflow:

1. §7.3 tension check (primary stock): if primary.total >= 7.0 AND view.tilts.sectors[primary.sector] <= -1, compose the tension banner via render_view_conflict(kind="score_tension", ...). Render between the Factor Comparison Matrix and Score Trajectory in Output Format.
2. §7.2 peer-suggest tokens (each peer): for every peer in the Factor Comparison Matrix whose sector has view.tilts.sectors[peer.sector] <= -1, or whose ticker appears in view.tilts.excludes, compose an inline token via render_view_conflict(kind="peer_suggest", ...). Render under the Factor Comparison Matrix. Flag, do not filter — the peer stays in the matrix; multiple tokens stack vertically.
3. §7.1 House View Note (blanket summary): compose via render_view_conflict(kind="blanket", ...) and render after Score Trajectory, before Relative Price Performance.
4. Append the §6 audit log entry per loader.md §6.1.

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.

Output Format

• House View Preamble (only if view active) — render per loader.md §5 rule 1 (banner from Pre-Workflow + low-confidence warnings). 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>** peer comparison. 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.
• Peer Group (who the peers are and why they're comparable)
• Factor Comparison Matrix (table: all peers x all factors)
  • If view active: render §7.2 Peer-suggest conflict tokens immediately under the matrix per Post-Workflow step 2. One token per conflicting peer; multiple stack vertically.
• Score-vs-View Tension Banner (only if view active AND primary total ≥ 7 AND sector tilt ≤ -1) — render between the Factor Comparison Matrix and Score Trajectory per Post-Workflow step 1, via render_view_conflict(kind="score_tension", ...).
• Score Trajectory (which stock is improving/deteriorating fastest per factor)
• House View Note (only if view active) — render after Score Trajectory per loader.md §7.1 rendering order, via render_view_conflict(kind="blanket", ...).
• Relative Price Performance (comparative returns)
• Differentiation (strengths and weaknesses vs peers)
• 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.

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.