Tool Reference - Parallax API

The Parallax MCP server exposes the 36 tools below. Calls use your organization’s credit balance at the underlying API prices listed here. Credits can be fractional, and a tool that makes several API calls adds their costs. Tools listed at 0 credits are free. Check your balance in the Console under Settings → API Console. See API credits for billing behavior and fractional balances. 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. Recommendation labels (STRONG BUY to STRONG SELL) and sell-side analyst recommendations are returned only when the connected account’s organization is KYC-verified. Other accounts get the same factor scores without the label, and a tool that returns only recommendation data answers with a kyc_required error. Stock, ETF, portfolio and CIO report files contain no recommendation labels for any organization.

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	Credits	Timing
`search_stocks`	Find a stock by symbol, name, sector, or industry (typo-tolerant). Use before other tools to get the RIC.	0	Instant
`get_company_info`	Company profile: sector, industry, market cap, description. Accepts comma-separated multi-symbol.	0.05 per symbol	Instant
`get_peer_snapshot`	Score a stock against its peers. Returns Quality/Value/Momentum/Defensive/Tactical plus a peer comparison.	0.1	Fast
`get_score_analysis`	Historical factor-score trends (how Quality/Value/Momentum/Defensive/Tactical evolved).	0.1	Instant
`get_score_summary`	Plain-language summary of where a stock’s factor scores stand over the past 52 weeks: current score and 13-week trend.	0.1	Instant
`get_performance_history`	Past price performance, a returns calendar, and risk/return versus peers. Makes up to two analytics calls.	Up to 0.2	Instant
`get_financials`	Financial statements and ratios. `statement`: `income`, `balance_sheet`, `cash_flow`, `ratios`, `summary`.	0.05 per symbol; 0.1 per symbol with `latest=true` for income, balance sheet, or cash flow	Instant
`get_stock_outlook`	Analyst outlook. `aspect`: `analyst_targets`, `recommendations`, `risk_return`, `dividends`. The `recommendations` aspect requires a KYC-verified organization.	0.05 per call (`analyst_targets`, `recommendations`); 0.1 per call (`risk_return`); 0.05 per symbol (`dividends`)	Instant
`get_technical_analysis`	Trend, momentum (RSI, MACD), support/resistance, volume, volatility.	5	Async (~15–30s)
`get_financial_analysis`	Deep financial analysis using Palepu’s framework (profitability, liquidity, solvency, valuation).	5	Async (~2–5m)
`get_stock_report`	Full Chicago Global research report with PDF/HTML links.	10	Async (~1–2m)
`export_price_series`	Price data for charting tools (dates/prices, CSV, or JSON).	0.05 per symbol	Instant
`export_peer_comparison`	Peer-comparison data for charting tools.	0.1	Instant

Portfolio

Tool	What it does	Credits	Timing
`quick_portfolio_scores`	Instant VALUE/QUALITY/MOMENTUM/DEFENSIVE scores for a set of holdings.	0.1 per holding analyzed (max 100 holdings)	~2s
`analyze_portfolio`	Full multi-stock portfolio analysis (each holding needs a rebalance date, symbol, weight).	5	Async
`check_portfolio_redundancy`	Detect overlapping positions, sector concentration, industry duplicates, and factor clusters. Checks up to 100 holdings.	0.1 per holding checked, up to 10	Fast

ETFs

Tool	What it does	Credits	Timing
`search_etfs`	Find an ETF by symbol or name (typo-tolerant).	0	Instant
`etf_search`	Deprecated. Alias for `search_etfs` with the same inputs, but returns a bare array instead of `{success, query, count, results}`. Will be removed in a future release — use `search_etfs`.	0	Instant
`etf_profile`	ETF profile and factor scores (accepts a plain ticker like `SPY`).	0.1	Instant
`etf_holdings`	Top holdings with portfolio weights and per-holding factor scores.	0.1	Instant
`etf_daily_price`	Daily OHLCV price data for one or more ETFs.	0.05 per symbol	Instant
`get_etf_report`	Full ETF research report. Symbol resolution is free.	10	Async (~1–2m)

Macro & market telemetry

Tool	What it does	Credits	Timing
`macro_analyst`	Macro outlook for a market/country (progressive disclosure — overview, then a component for detail).	5 normally. An overview call without a success payload can trigger up to 9 more component requests, for up to 50 credits total if all 10 requests succeed. Passing an explicit `component` never fans out.	~2–3s
`list_macro_countries`	List all markets/countries with available macro reports.	0	Instant
`check_macro_health`	Deprecated. Confirms the macro markets list responds; does not probe report generation. For server liveness use `check_api_health`; for macro coverage use `list_macro_countries`, which returns the same data.	0	Instant
`get_telemetry`	Daily market telemetry snapshot — regime, leading/lagging baskets, the daily narrative.	0.05	Instant (synchronous, no polling)
`explore_telemetry`	Search and slice the daily telemetry baskets (about 380 thematic stock baskets across 41 markets, holding about 15,000 stocks) by stock, market, basket, or recent changes.	0.05 normally; 0.1 for a stock lookup; plus 0.05 per basket opened for a basket lookup, up to 0.2 total	Instant (synchronous, no polling)

If a macro overview fails, macro_analyst can make nine additional report requests. Each successful HTTP response costs 5 credits, including HTTP 200 responses whose body reports a failure. HTTP errors do not deduct credits, and market-list lookups are free. An explicit component request does not trigger the nine-request recovery.

News & research

Tool	What it does	Credits	Timing
`get_news_synthesis`	AI-synthesized news analysis for a stock.	5	~30–90s (instant if cached)
`get_assessment`	Thorough AI impact assessment via deep research — include as much context as possible in the prompt.	10	Async (~3m)

Discovery

Tool	What it does	Credits	Timing
`build_stock_universe`	Build a thematic stock universe from a plain-English query (searches company descriptions, ranks by relevance).	5	~1m

Documentation

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

Utility

Tool	What it does	Timing
`check_api_health`	Check that the Parallax API is reachable and healthy.	Instant
`check_job_status`	Check a background job (`pending` / `processing` / `completed` / `failed`) and retrieve results.	Instant
`submit_feedback`	Send feedback or report an issue to Chicago Global (auto-classified by priority).	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 November 6, 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