> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chicago.global/llms.txt
> Use this file to discover all available pages before exploring further.

# Generate CIO Report

> Generate a Chief Investment Officer report (ASYNC - returns job_id immediately).



## OpenAPI

````yaml POST /v1/cio-report
openapi: 3.1.0
info:
  title: Parallax API
  description: >-
    Parallax by Chicago Global — AI-powered investment research and portfolio
    analytics. Multi-factor scoring, portfolio analysis and tracking, financial
    statements, analyst estimates, ETF analytics, valuation (DCF & multiples),
    macro and market telemetry, and AI-generated research reports.
  version: 1.1.0
servers:
  - url: https://api.chicago.global
security:
  - HTTPBearer: []
paths:
  /v1/cio-report:
    post:
      tags:
        - v1
        - CIO Report
      summary: Generate Cio Report
      description: >-
        Generate a Chief Investment Officer report (ASYNC - returns job_id
        immediately).
      operationId: generate_cio_report_v1_cio_report_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CIOReportRequest'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '404':
          description: Not found
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
        '500':
          description: Internal server error
      security:
        - HTTPBearer: []
components:
  schemas:
    CIOReportRequest:
      properties:
        portfolio:
          items:
            $ref: '#/components/schemas/PortfolioHolding'
          type: array
          title: Portfolio
          description: List of portfolio holdings with dates and weights
        base_currency:
          type: string
          title: Base Currency
          description: Base currency for portfolio
          default: USD
          example: USD
        start_date:
          type: string
          title: Start Date
          description: Analysis start date in YYYY-MM-DD format
          example: '2024-01-01'
        end_date:
          type: string
          title: End Date
          description: Analysis end date in YYYY-MM-DD format
          example: '2024-12-31'
        initial_value:
          type: number
          title: Initial Value
          description: Initial portfolio value in base currency
          default: 10000
          example: 10000
        benchmark:
          type: string
          title: Benchmark
          description: Benchmark for comparison
          default: ACWI.OQ
          example: ACWI.OQ
        format:
          type: string
          enum:
            - html
            - pdf
            - both
          title: Format
          description: 'Output format: html, pdf, or both'
          default: pdf
      type: object
      required:
        - portfolio
        - start_date
        - end_date
      title: CIOReportRequest
      description: Request model for CIO report generation
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
    PortfolioHolding:
      properties:
        date:
          type: string
          title: Date
          description: Rebalance date in YYYY-MM-DD format
          example: '2024-01-01'
        symbol:
          type: string
          title: Symbol
          description: Stock symbol or RIC (e.g., AAPL or AAPL.O)
          example: AAPL
        weight:
          type: number
          title: Weight
          description: Portfolio weight (as decimal, e.g., 0.25 for 25%)
          example: 0.25
      additionalProperties: false
      type: object
      required:
        - date
        - symbol
        - weight
      title: PortfolioHolding
    ValidationError:
      properties:
        loc:
          items:
            anyOf:
              - type: string
              - type: integer
          type: array
          title: Location
        msg:
          type: string
          title: Message
        type:
          type: string
          title: Error Type
        input:
          title: Input
        ctx:
          type: object
          title: Context
      type: object
      required:
        - loc
        - msg
        - type
      title: ValidationError
  securitySchemes:
    HTTPBearer:
      type: http
      scheme: bearer

````