> ## 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.

# Quickstart

> Get started with Parallax in under 5 minutes

This guide walks you through analyzing your first portfolio with Parallax. No installation required - everything runs in your browser.

## Get Started in 3 Steps

<Steps>
  <Step title="Access the Platform">
    Go to [parallax.chicago.global](https://parallax.chicago.global) and create your account.

    <Tip>You can explore the platform with sample portfolios before uploading your own.</Tip>
  </Step>

  <Step title="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
  </Step>

  <Step title="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
  </Step>
</Steps>

## Key Features to Explore

<AccordionGroup>
  <Accordion icon="chart-pie" title="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
  </Accordion>

  <Accordion icon="hammer" title="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.
  </Accordion>

  <Accordion icon="filter" title="Screener - Find Opportunities">
    Filter thousands of global equities by:

    * Factor scores (Value, Quality, Momentum, etc.)
    * Sector and geography
    * Market cap and liquidity
    * Custom criteria
  </Accordion>

  <Accordion icon="list" title="Watchlists - Track Ideas">
    Organize stocks into watchlists and monitor:

    * Price changes and momentum
    * Factor score updates
    * News and sentiment shifts
  </Accordion>
</AccordionGroup>

## 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           |

<Note>
  Scores range from 0-10. A balanced portfolio typically has moderate scores across multiple factors rather than extreme scores in one.
</Note>

## Next Steps

<CardGroup cols={2}>
  <Card title="Console Deep Dive" icon="desktop" href="/console/overview">
    Explore all platform features in detail.
  </Card>

  <Card title="Understand the Methodology" icon="microscope" href="/methodology/overview">
    Learn the academic research behind our approach.
  </Card>

  <Card title="API Integration" icon="code" href="/api-reference/introduction">
    Build Parallax analytics into your applications.
  </Card>

  <Card title="Investment Glossary" icon="book" href="/glossary/overview">
    Learn key investment terms and concepts.
  </Card>
</CardGroup>

## Need Help?

<Info>
  Questions about Parallax? Contact us at [parallax@chicago.global](mailto:parallax@chicago.global) or visit [chicago.global](https://chicago.global).
</Info>