> ## 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.
# Tool Reference
> Every tool the Parallax MCP server exposes, grouped by capability
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](/api-reference/jobs/status) exposes job
submission and polling as separate requests.