Your Investment Workflow
Step 1: Portfolio Analysis (Analyzer Module)
Your Starting Point: Upload your existing portfolio or connect your brokerage account What You Get: Instant AI-powered analysis showing:- Overall portfolio score and risk assessment
- Factor exposure breakdown (Value, Quality, Momentum, Defensive, Size)
- Concentration risks and diversification opportunities
- Performance attribution and improvement suggestions
Step 2: Market Intelligence (Markets Module)
Your Research Hub: Global market context and sector analysis What You Get:- Market intelligence integrated into stock analysis pages
- Top gaining/losing stocks with factor score context
- Currency impacts and international market trends
- Economic calendar and market-moving events
Step 3: Opportunity Discovery (Screener Module)
Your Idea Generator: Find investment opportunities systematically What You Get:- Pre-built strategies: “High Value Stocks”, “Momentum Picks”, “Defensive Plays”
- Custom screening with factor score filters
- Global stock universe with Parallax scoring
- Export capabilities to watchlists or portfolio builder
Step 4: Portfolio Building (Builder Module)
Your Construction Tool: Create optimized portfolios using AI or templates What You Get:- AI Builder: Describe your goals in natural language, get complete portfolio
- Curated Templates: Institutional-grade thematic portfolios
- Manual Construction: Build custom portfolios with real-time factor analysis
- Optimization: AI-powered weight adjustments for better risk-return profiles
Step 5: Ongoing Monitoring (Watchlists & News)
Your Monitoring System: Track portfolios and opportunities continuously What You Get:- Portfolio Tracking: Real-time updates on holdings and performance
- Watchlist Management: Monitor potential investments and research ideas
- AI News Curation: Portfolio-relevant news and market intelligence
- Risk Alerts: Automated notifications for significant changes
How Modules Work Together
Each module enhances the others, creating a comprehensive investment management ecosystem.AI-Powered Analytics Engine
Machine Learning Models
Pattern Recognition: Advanced algorithms identify subtle patterns in price movements, fundamental data, and market structure.Adaptive Learning: Models continuously evolve as new data becomes available.
Natural Language Processing
Corporate Communications: Automated analysis of earnings calls, SEC filings, and corporate announcements.News Flow Analysis: Real-time processing of financial news and social media.
Alternative Data
Non-Traditional Sources: Satellite imagery, credit card transactions, social media sentiment.Data Fusion: Combining traditional and alternative data for enhanced predictions.
RegTech Safeguards
Our platform includes comprehensive regulatory technology to ensure compliance and operational integrity:Digital Compliance Framework
- Automated KYC/AML: Advanced identity verification and anti-money laundering protocols
- Risk Monitoring: Real-time surveillance of trading activities and portfolio exposures
- Regulatory Reporting: Automated generation of required regulatory filings and disclosures
- Audit Trails: Comprehensive logging of all system activities and decision processes
Data Protection & Security
- End-to-end encryption for all data transmission and storage
- Multi-factor authentication and role-based access controls
- Regular security audits and penetration testing
- GDPR and privacy compliance frameworks
Technology Architecture
Scalable Infrastructure
Our cloud-native architecture processes millions of data points daily while maintaining institutional-grade security and performance:| Layer | Capabilities |
|---|---|
| Data Processing | Multi-source integration, parallel processing, quality controls |
| Analytics Engine | Factor calculation, portfolio optimization, risk assessment |
| Client Delivery | Web dashboard, mobile access, API integration |
Real-Time Capabilities
- Live market data integration from multiple exchanges
- Continuous portfolio monitoring with instant alert systems
- Dynamic rebalancing recommendations based on market conditions
- Performance attribution analysis updated throughout trading sessions
Client Experience
Customized Interfaces
High Net Worth Clients: Advanced analytics dashboards with detailed factor attribution, scenario analysis, and custom reporting capabilities. Affluent Investors: Streamlined interfaces focusing on key performance metrics, clear explanations, and educational resources. Emerging Wealth: Mobile-first design with simplified navigation, automated features, and gamified learning experiences.Educational Integration
- Factor Explanations: Clear, accessible explanations of investment concepts and methodologies
- Performance Attribution: Transparent breakdown of returns by factor, sector, and security
- Market Commentary: Regular insights and analysis from our research team
- Interactive Tools: Calculators, scenario analyzers, and portfolio simulators
Why This Workflow Works
Traditional Approach
Research → Analyze → Build → Hope
- Start from scratch each time
- Disconnect between research and implementation
- No feedback loop for improvement
- Hope-based optimization
Parallax Approach
Analyze What You Have → Optimize → Build Better → Monitor
- Start with your existing portfolio
- Data-driven optimization process
- Continuous improvement cycle
- Systematic monitoring and adjustment
- Immediate Value: Get insights about your current portfolio instantly
- Systematic Improvement: Each step builds on the previous analysis
- Continuous Optimization: Platform learns and adapts to your preferences
- Risk Management: Built-in safeguards at every step
Ready to Experience Parallax?
Start with Your Portfolio: Upload your current holdings and see what institutional-grade analysis reveals about your investments.- No Risk: Web-based platform, no downloads, secure analysis
- Immediate Insights: Get actionable recommendations in under 5 minutes
Next Steps:
- Jump in with our Quick Start Guide for immediate portfolio analysis
- Understand the methodology: Parallax Methodology
- Explore the analyzer: Portfolio Analyzer