# Parallax API

## Docs

- [Financial Analysis](https://docs.chicago.global/api-reference/analysis/financial.md): Get comprehensive AI-powered financial analysis including business strategy, accounting quality, financial performance, and investment recommendation. Analysis typically takes 2-5 minutes.
- [News Analysis](https://docs.chicago.global/api-reference/analysis/news.md): Generate an AI-powered news analysis for a stock. Scans recent news and produces a concise summary with key takeaways. This endpoint uses async job processing.
- [Peers Analysis](https://docs.chicago.global/api-reference/analysis/peers.md): Generate an AI-powered peer comparison analysis for a stock. Compares the company against its sector peers on valuation, performance, and fundamentals. This endpoint uses async job processing.
- [Score Analysis](https://docs.chicago.global/api-reference/analysis/score.md): Generate an AI-powered narrative analysis of a stock's Parallax factor scores, interpreting what the scores mean in the current market context. This endpoint uses async job processing.
- [Technical Analysis](https://docs.chicago.global/api-reference/analysis/technical.md): Get AI-powered technical analysis including trend analysis, momentum indicators (RSI, MACD), support/resistance levels, volume analysis, and volatility assessment. This endpoint uses async job processing - submit your request, receive a job ID, then poll for results.
- [Universe Builder](https://docs.chicago.global/api-reference/builder/build.md): Build a thematic stock universe from a natural language query. An AI agent interprets your query, searches ~65,000 company descriptions, and returns relevant stocks ranked by relevance score. This endpoint uses async job processing.
- [Company Info](https://docs.chicago.global/api-reference/company/info.md): Get comprehensive company information including description, sector, market data, latest price, and Parallax factor scores.
- [Peers](https://docs.chicago.global/api-reference/company/peers.md): Get a list of peer companies for a given stock, including valuation metrics, performance, and Parallax scores.
- [ETF Daily Price](https://docs.chicago.global/api-reference/etf/daily-price.md): Get historical daily OHLCV price data for an ETF.
- [ETF Holdings](https://docs.chicago.global/api-reference/etf/holdings.md): Get the top holdings of an ETF with their weights and Parallax factor scores.
- [ETF Profile](https://docs.chicago.global/api-reference/etf/profile.md): Get a comprehensive profile for an ETF including metadata, latest price, market cap, and Parallax factor scores.
- [ETF Scores](https://docs.chicago.global/api-reference/etf/scores.md): Get Parallax factor scores for an ETF, calculated as weighted averages across its holdings.
- [ETF Search](https://docs.chicago.global/api-reference/etf/search.md): Search and filter ETFs by name, market, currency, score, and recommendation.
- [Validate ETF Symbol](https://docs.chicago.global/api-reference/etf/validate.md): Check if an ETF symbol is valid and get its resolved primary RIC.
- [Balance Sheet](https://docs.chicago.global/api-reference/financial-statements/balance-sheet.md): Retrieve balance sheet data for a given stock symbol. Returns assets, liabilities, and equity line items sourced from LSEG Datastream.
- [Cash Flow Statement](https://docs.chicago.global/api-reference/financial-statements/cash-flow.md): Retrieve cash flow statement data for a given stock symbol. Returns operating, investing, and financing cash flows sourced from LSEG Datastream.
- [Income Statement](https://docs.chicago.global/api-reference/financial-statements/income-statement.md): Retrieve income statement data for a given stock symbol. Returns line items from revenue through to EPS, sourced from LSEG Datastream.
- [Key Ratios](https://docs.chicago.global/api-reference/financial-statements/key-ratios.md): Retrieve key financial ratios for a given stock symbol. Returns profitability, liquidity, leverage, and efficiency ratios sourced from LSEG Datastream.
- [Introduction](https://docs.chicago.global/api-reference/introduction.md): Parallax API - Financial data and portfolio analytics
- [Get Job Status](https://docs.chicago.global/api-reference/jobs/status.md): Check the status of an async job. Poll this endpoint until status is 'completed' or 'failed'.
- [Macro Report](https://docs.chicago.global/api-reference/macro/report.md): Fetch macro economic report for a specific market. Returns report metadata and optionally the full report content. This is a synchronous endpoint - results are returned immediately.
- [Analyze Portfolio](https://docs.chicago.global/api-reference/portfolio/analyze.md): Analyze a portfolio with multi-currency support, rebalancing, and comprehensive metrics. This endpoint uses async job processing - submit your request, receive a job ID, then poll for results.
- [Portfolio Report](https://docs.chicago.global/api-reference/portfolio/report.md): Generate a PDF or HTML portfolio report from the output of the /v1/portfolio/analyze endpoint. This endpoint uses async job processing.
- [Daily Price](https://docs.chicago.global/api-reference/price/daily-price.md): Get historical daily OHLCV price data for a stock.
- [Generate Stock Report](https://docs.chicago.global/api-reference/stock/report.md): Generate a comprehensive stock report including financial analysis, valuation metrics, and AI-generated insights. This endpoint uses async job processing - submit your request, receive a job ID, then poll for results.
- [Stock Search](https://docs.chicago.global/api-reference/stock/search.md)
- [Validate Symbol](https://docs.chicago.global/api-reference/validation/validate-symbol.md): Check if a stock symbol is valid and get its resolved RIC.
- [Portfolio Analyzer](https://docs.chicago.global/console/analyzer.md): Comprehensive guide to analyzing portfolios with institutional-grade analytics
- [AI Portfolio Builder](https://docs.chicago.global/console/builder.md): Master natural language portfolio construction using AI-powered optimization and institutional-grade methodology
- [News Intelligence](https://docs.chicago.global/console/news.md): AI-powered market news analysis with sentiment scoring, earnings intelligence, and real-time market-moving event detection
- [What is Parallax](https://docs.chicago.global/console/overview.md): AI-powered quantitative investment analytics platform combining University of Chicago finance theory with cutting-edge technology
- [Quick Start Guide](https://docs.chicago.global/console/quickstart.md): Get started with Parallax in minutes - from portfolio upload to AI-powered insights
- [Stock Screener](https://docs.chicago.global/console/screener.md): Complete guide to using the advanced stock screener for systematic opportunity discovery and factor-based investing
- [Watchlists & Monitoring](https://docs.chicago.global/console/watchlists.md): Advanced portfolio and stock monitoring system with automated alerts, performance tracking, and systematic surveillance
- [Investment Workflow](https://docs.chicago.global/console/workflow.md): How Parallax combines AI-powered analytics, systematic factor investing, and RegTech safeguards into a unified workflow
- [Development](https://docs.chicago.global/development.md): Integrate Parallax analytics into your applications
- [Alpha](https://docs.chicago.global/glossary/alpha.md): Understanding alpha - the measure of investment performance beyond market movements
- [Asset Allocation](https://docs.chicago.global/glossary/asset-allocation.md): Understanding asset allocation - dividing your portfolio among asset classes
- [Benchmark](https://docs.chicago.global/glossary/benchmark.md): Understanding benchmarks - the standards for measuring investment performance
- [Beta](https://docs.chicago.global/glossary/beta.md): Understanding beta - the measure of market sensitivity and systematic risk
- [Correlation](https://docs.chicago.global/glossary/correlation.md): Understanding correlation - how assets move together and the foundation of diversification
- [Diversification](https://docs.chicago.global/glossary/diversification.md): Understanding diversification - the only free lunch in investing
- [Drawdown](https://docs.chicago.global/glossary/drawdown.md): Understanding drawdown - measuring peak-to-trough losses and the real pain of investing
- [Factor-Adjusted Alpha](https://docs.chicago.global/glossary/factor-adjusted-alpha.md): Understanding factor-adjusted alpha - measuring true skill after removing factor exposures
- [Factor Investing](https://docs.chicago.global/glossary/factor-investing.md): Understanding factor investing - systematic approaches to capturing proven return drivers
- [Halal Investing](https://docs.chicago.global/glossary/halal-investing.md): Understanding halal investing - permissible investments that comply with Islamic law
- [Hit Ratio](https://docs.chicago.global/glossary/hit-ratio.md): Understanding hit ratio - measuring the frequency of outperformance
- [Information Coefficient](https://docs.chicago.global/glossary/information-coefficient.md): Understanding the Information Coefficient - measuring forecasting skill
- [Information Ratio](https://docs.chicago.global/glossary/information-ratio.md): Understanding the Information Ratio - measuring the efficiency of active management
- [Market Capitalization](https://docs.chicago.global/glossary/market-capitalization.md): Understanding market capitalization - how company size is measured and why it matters
- [Momentum](https://docs.chicago.global/glossary/momentum.md): Understanding momentum - the tendency for recent winners to keep winning
- [Investment Terms Glossary](https://docs.chicago.global/glossary/overview.md): Essential investment terminology and concepts for understanding quantitative investing, factor strategies, and portfolio management
- [Portfolio Rebalancing](https://docs.chicago.global/glossary/portfolio-rebalancing.md): Understanding portfolio rebalancing - maintaining target allocations over time
- [Purification](https://docs.chicago.global/glossary/purification.md): Understanding purification - the process of cleansing non-compliant income through charitable donation in Islamic finance
- [Quantitative Investing](https://docs.chicago.global/glossary/quantitative-investing.md): Understanding quantitative investing - data-driven, systematic approaches to investment
- [Return](https://docs.chicago.global/glossary/return.md): Understanding investment returns - measuring gains and losses
- [Riba](https://docs.chicago.global/glossary/riba.md): Understanding riba - the Islamic prohibition on interest and usury in financial transactions
- [Risk-Adjusted Returns](https://docs.chicago.global/glossary/risk-adjusted-returns.md): Understanding risk-adjusted returns - evaluating performance relative to risk taken
- [Shariah](https://docs.chicago.global/glossary/shariah.md): Understanding Shariah - the Islamic legal and ethical framework governing finance and investment
- [Sharpe Ratio](https://docs.chicago.global/glossary/sharpe-ratio.md): Understanding the Sharpe Ratio - the gold standard for risk-adjusted performance measurement
- [Standard Deviation](https://docs.chicago.global/glossary/standard-deviation.md): Understanding standard deviation - the fundamental measure of investment volatility and risk
- [Style Analysis R-Squared](https://docs.chicago.global/glossary/style-analysis-r-squared.md): Understanding R-squared in style analysis - measuring how much factor exposures explain returns
- [Systematic Strategy](https://docs.chicago.global/glossary/systematic-strategy.md): Understanding systematic strategies - rules-based approaches to investing
- [Tracking Error](https://docs.chicago.global/glossary/tracking-error.md): Understanding tracking error - measuring how closely a portfolio follows its benchmark
- [Treynor Ratio](https://docs.chicago.global/glossary/treynor-ratio.md): Understanding the Treynor Ratio - measuring return per unit of systematic risk
- [Value Investing](https://docs.chicago.global/glossary/value-investing.md): Understanding value investing - buying stocks for less than they are worth
- [Volatility](https://docs.chicago.global/glossary/volatility.md): Understanding volatility - the measure of price fluctuations and market uncertainty
- [Introduction](https://docs.chicago.global/index.md): AI-powered quantitative investment analytics built on University of Chicago finance research
- [Defensive Factor](https://docs.chicago.global/methodology/defensive.md): Understanding the Defensive factor - how lower-risk securities often provide better risk-adjusted returns through stable earnings, low volatility, and predictable business models
- [Factor Deep Dive](https://docs.chicago.global/methodology/factors.md): Detailed implementation of each factor including metrics, academic foundations, and practical applications
- [Momentum Factor](https://docs.chicago.global/methodology/momentum.md): Understanding the Momentum factor - capturing positive price and earnings trends while avoiding negative momentum patterns
- [Parallax Asset Pricing Engine](https://docs.chicago.global/methodology/overview.md): Multi-factor systematic approach to equity evaluation built on decades of academic research
- [Quality Factor](https://docs.chicago.global/methodology/quality.md): Understanding the Quality factor - identifying companies with strong financial metrics, sustainable competitive advantages, and superior business models
- [Risk Management](https://docs.chicago.global/methodology/risk-management.md): Comprehensive risk management framework combining real-time monitoring, stress testing, and advanced controls
- [Scoring Methodology](https://docs.chicago.global/methodology/scoring.md): How Parallax calculates factor scores, integrates them with ML optimization, and generates investment recommendations
- [Shariah-Compliant Screening](https://docs.chicago.global/methodology/shariah-screening.md): Islamic finance screening combining quantitative filters, qualitative deep research, and human scholarly oversight via Guidance Financial's Shariah Supervisory Board
- [Size Factor](https://docs.chicago.global/methodology/size.md): Understanding the Size factor - capturing potential excess returns from smaller company exposure while managing liquidity and implementation challenges
- [Tactical Factor](https://docs.chicago.global/methodology/tactical.md): Understanding the Tactical factor - exploiting short-term liquidity dislocations and microstructure patterns for systematic alpha generation
- [Value Factor](https://docs.chicago.global/methodology/value.md): Understanding the Value factor - identifying undervalued securities through comprehensive fundamental analysis and modern valuation techniques
- [Quickstart](https://docs.chicago.global/quickstart.md): Get started with Parallax in under 5 minutes

## OpenAPI Specs

- [openapi](https://docs.chicago.global/api-reference/openapi.json)

## Optional

- [Console](https://parallax.chicago.global)
- [Blog](https://parallax.chicago.global/insights)