Get Started in 3 Steps
Access the Platform
Go to parallax.chicago.global and create your account.
Upload Your Portfolio
Import your existing holdings:
- CSV Upload: Export from your broker and upload directly
- Manual Entry: Add tickers and quantities one by one
- Sample Portfolio: Start with a pre-built example to explore features
Get Instant Insights
Once uploaded, Parallax immediately analyzes your portfolio:
- Factor Exposures: See your Value, Quality, Momentum, Defensive, Size, and Tactical scores
- Risk Analysis: Understand concentration, correlation, and downside risks
- Recommendations: Get AI-powered suggestions to improve risk-adjusted returns
Key Features to Explore
Analyzer - Portfolio Analysis
Analyzer - Portfolio Analysis
Upload any portfolio to get comprehensive analysis including:
- Factor exposure breakdown
- Performance attribution
- Risk metrics (Sharpe, drawdown, volatility)
- Sector and geographic concentration
- AI-generated improvement suggestions
Builder - AI Portfolio Construction
Builder - AI Portfolio Construction
Describe your investment thesis in plain English and let AI construct a portfolio:“Build me a defensive portfolio focused on dividend-paying healthcare stocks”The Builder generates allocation-ready portfolios with appropriate factor exposures and risk controls.
Screener - Find Opportunities
Screener - Find Opportunities
Filter thousands of global equities by:
- Factor scores (Value, Quality, Momentum, etc.)
- Sector and geography
- Market cap and liquidity
- Custom criteria
Watchlists - Track Ideas
Watchlists - Track Ideas
Organize stocks into watchlists and monitor:
- Price changes and momentum
- Factor score updates
- News and sentiment shifts
Understanding Your Analysis
When you analyze a portfolio, you’ll see scores across six factors:| Factor | What It Measures | High Score Means |
|---|---|---|
| Value | Price vs. fundamentals | Undervalued relative to peers |
| Quality | Business strength | Strong margins, low debt, stable earnings |
| Momentum | Price trends | Positive recent performance |
| Defensive | Risk characteristics | Lower volatility, downside protection |
| Size | Market cap impact | Benefits from size-based premiums |
| Tactical | Short-term signals | Favorable near-term positioning |
Scores range from 0-10. A balanced portfolio typically has moderate scores across multiple factors rather than extreme scores in one.
Next Steps
Console Deep Dive
Explore all platform features in detail.
Understand the Methodology
Learn the academic research behind our approach.
API Integration
Build Parallax analytics into your applications.
Investment Glossary
Learn key investment terms and concepts.
Need Help?
Questions about Parallax? Contact us at [email protected] or visit chicago.global.