Tool Reference - Parallax API

The Parallax MCP server exposes the tools below. Free tools are included with any connected account; paid tools (full research reports) require an entitled account. Tools marked async use background jobs. The MCP server normally waits for the result by polling internally. Call check_job_status only when a tool returns a job_id without a completed result. Most jobs complete in seconds to a few minutes.

Symbols use RIC format (e.g. AAPL.O, JPM.N, 2330.TW). Use search_stocks / search_etfs to resolve a symbol first if you’re unsure.

Stocks & scores

Tool	What it does	Cost	Timing
`search_stocks`	Find a stock by symbol, name, sector, or industry (typo-tolerant). Use before other tools to get the RIC.	Free	Instant
`get_company_info`	Company profile: sector, industry, market cap, description. Accepts comma-separated multi-symbol.	Free	Instant
`get_peer_snapshot`	Score a stock against its peers — the default “tell me about X” tool. Returns Quality/Value/Momentum/Defensive/Tactical plus a peer comparison.	Free	Fast
`get_score_analysis`	Historical factor-score trends (how Quality/Value/Momentum/Defensive/Tactical evolved).	Free	Instant
`get_financials`	Financial statements & ratios — `statement`: `income`, `balance_sheet`, `cash_flow`, `ratios`, `summary`.	Free	Instant
`get_stock_outlook`	Analyst outlook — `aspect`: `analyst_targets`, `recommendations`, `risk_return`, `dividends`.	Free	Instant
`get_technical_analysis`	Trend, momentum (RSI, MACD), support/resistance, volume, volatility.	Free	Async (~15–30s)
`get_financial_analysis`	Deep financial analysis using Palepu’s framework (profitability, liquidity, solvency, valuation).	Free	Async (~2–5m)
`get_stock_report`	Full Chicago Global research report with PDF/HTML links.	Paid	Async (~1–2m)
`export_price_series`	Price data for charting tools (dates/prices, CSV, or JSON).	Free	Instant
`export_peer_comparison`	Peer-comparison data for charting tools.	Free	Instant

Portfolio

Tool	What it does	Cost	Timing
`quick_portfolio_scores`	Instant VALUE/QUALITY/MOMENTUM/DEFENSIVE scores for a set of holdings.	Free	~2s
`analyze_portfolio`	Full multi-stock portfolio analysis (each holding needs a rebalance date, symbol, weight).	Free	Async
`check_portfolio_redundancy`	Detect redundant/overlapping positions — sector concentration, industry duplicates, factor clusters.	Free	Fast

ETFs

Tool	What it does	Cost	Timing
`search_etfs`	Find an ETF by symbol or name (typo-tolerant).	Free	Instant
`etf_search`	Filter ETFs by name, market, currency, score range, or recommendation.	Free	Instant
`etf_profile`	ETF profile and factor scores + recommendation (accepts a plain ticker like `SPY`).	Free	Instant
`etf_holdings`	Top holdings with portfolio weights and per-holding factor scores.	Free	Instant
`etf_daily_price`	Daily OHLCV price data for one or more ETFs.	Free	Instant
`get_etf_report`	Full ETF research report.	Paid	Async

Macro & market telemetry

Tool	What it does	Cost	Timing
`macro_analyst`	Macro outlook for a market/country (progressive disclosure — overview, then a component for detail).	Free	~2–3s
`list_macro_countries`	List all markets/countries with available macro reports.	Free	Instant
`check_macro_health`	Health check for the macro-reports service.	Free	Instant
`get_telemetry`	Daily market telemetry snapshot — regime, leading/lagging baskets, the daily narrative.	Free	Async (~15–30s)

News & research

Tool	What it does	Cost	Timing
`get_news_synthesis`	AI-synthesized news analysis for a stock.	Free	~30–90s (instant if cached)
`get_assessment`	Thorough AI impact assessment via deep research — include as much context as possible in the prompt.	Free	Async (~3m)

Discovery

Tool	What it does	Cost	Timing
`build_stock_universe`	Build a thematic stock universe from a plain-English query (searches ~65K company descriptions, ranks by relevance).	Free	~1m

Documentation

Tool	What it does	Cost	Timing
`explain_methodology`	Explain Parallax scoring methodology (value, quality, momentum, defensive, tactical, overall).	Free	Instant
`get_docs`	Fetch a documentation page (e.g. `methodology/value`, `glossary/sharpe-ratio`).	Free	Instant
`list_docs`	List documentation pages, optionally filtered by section.	Free	Instant

Utility

Tool	What it does	Cost	Timing
`check_api_health`	Check that the Parallax API is reachable and healthy.	Free	Instant
`check_job_status`	Check a background job (`pending` / `processing` / `completed` / `failed`) and retrieve results.	Free	Instant
`submit_feedback`	Send feedback or report an issue to Chicago Global (auto-classified by priority).	Free	Instant

MCP tools normally return the completed result after polling internally. If a tool returns only a job_id, pass that exact ID to check_job_status. Stop when the job reports completed or failed. The REST API exposes job submission and polling as separate requests.

Last modified on September 21, 2026

​Stocks & scores

​Portfolio

​ETFs

​Macro & market telemetry

​News & research

​Discovery

​Documentation

​Utility

Stocks & scores

Portfolio

ETFs

Macro & market telemetry

News & research

Discovery

Documentation

Utility