Platform Overview

Discover how Parallax combines AI-powered analytics, systematic factor investing, and RegTech safeguards to deliver institutional-grade investment solutions.

See exactly how Parallax works through your complete investment workflow. From portfolio upload to optimization, every step is designed around getting you actionable insights quickly.

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

Time Investment: 2-3 minutes to upload, instant analysis

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

Status: Available in stock analysis workflow, with broader market-level reports currently in development

Integration: Market insights inform your portfolio decisions

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

Integration: Screener results flow directly into portfolio construction

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

Integration: Built portfolios automatically analyzed for risk and performance

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

Integration: Monitoring feeds back into analysis and optimization cycles

How Modules Work Together

The Parallax Workflow Integration:

  1. Upload Portfolio (Analyzer) → Get baseline analysis
  2. Research Context (Markets) → Understand market environment
  3. Find Opportunities (Screener) → Discover systematic investment ideas
  4. Build Portfolio (Builder) → Construct optimized allocations
  5. Monitor Progress (Watchlists/News) → Track and adjust over time

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 that traditional analysis might miss.

Adaptive Learning: Models continuously evolve as new data becomes available, improving predictive accuracy over time.

Natural Language Processing

Corporate Communications: Automated analysis of earnings calls, SEC filings, and corporate announcements to extract sentiment and material information.

News Flow Analysis: Real-time processing of financial news and social media to gauge market sentiment and identify emerging trends.

Alternative Data Integration

Non-Traditional Sources: Incorporation of satellite imagery, credit card transactions, social media sentiment, and other alternative data sources.

Data Fusion: Sophisticated algorithms combine traditional financial data with alternative sources to create enhanced predictive models.

RegTech Safeguards

Our platform includes comprehensive regulatory technology to ensure compliance and operational integrity:

Digital Compliance Framework

  1. Automated KYC/AML: Advanced identity verification and anti-money laundering protocols
  2. Risk Monitoring: Real-time surveillance of trading activities and portfolio exposures
  3. Regulatory Reporting: Automated generation of required regulatory filings and disclosures
  4. 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:

Data Processing Pipeline:

  • Multi-Source Integration: Real-time feeds from exchanges, fundamental data providers, and alternative sources
  • Parallel Processing: Distributed computing for simultaneous analysis of thousands of securities
  • Quality Controls: Automated data validation and cleansing procedures

Analytics Engine:

  • Factor Calculation: Real-time computation of all six investment pillars
  • Portfolio Optimization: Mathematical optimization using modern portfolio theory
  • Risk Assessment: Comprehensive risk modeling and scenario analysis

Client Delivery:

  • Web Dashboard: Full-featured interface for comprehensive analysis
  • Mobile Access: Core functionality optimized for mobile devices
  • API Integration: Enterprise-grade APIs for institutional clients

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 Continuously

  • Start with your existing portfolio
  • Data-driven optimization process
  • Continuous improvement cycle
  • Systematic monitoring and adjustment

This integrated workflow means:

  • 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: