What is Parallax

Upload your portfolio. Get instant AI-powered insights. Parallax analyzes your existing investments and tells you exactly what institutional-grade portfolio managers would do differently.

Most investment platforms make you start from scratch. Parallax starts with what you already own, then shows you how to optimize it using the same quantitative methods that power billion-dollar endowments and hedge funds.

The Core Difference

Why Portfolio-Based Analysis Matters

Since Harry Markowitz's groundbreaking 1952 Modern Portfolio Theory, we've understood a fundamental truth: individual securities must be evaluated in portfolio context, not in isolation.

A stock might look attractive on its own—strong fundamentals, compelling valuation, positive momentum. But if it's redundant with your existing holdings, adding it increases concentration risk without providing additional returns. You're taking more risk for the same exposure.

The Portfolio Paradox:

• A "great" tech stock might be terrible for a tech-heavy portfolio
• A "mediocre" defensive stock might be exactly what reduces your portfolio's volatility
• Five individually "good" stocks in the same sector create dangerous concentration
• Diversification isn't just holding many stocks—it's holding stocks that work differently

This is why Parallax starts with portfolio analysis, not stock picking. We show you what you're actually exposed to—hidden concentrations, factor imbalances, correlation risks—then recommend changes that improve your risk-adjusted returns.

Core Value Proposition

Systematic Intelligence: Built on decades of academic research from the University of Chicago, including Modern Portfolio Theory (Markowitz, 1952) and the Efficient Markets Hypothesis (Fama, 1960s), extended through contemporary factor investing research.

AI-Powered Analytics: Machine learning algorithms process vast datasets to identify investment opportunities and risk patterns that traditional analysis might miss.

Institutional-Grade Infrastructure: The same quantitative engine that manages institutional portfolios, now accessible through a user-friendly platform.

How Parallax Works

Parallax replicates how a real investment team operates – from research to portfolio construction to ongoing monitoring. The platform integrates seven core modules that work together to support your investment workflow:

1. Markets - Global Market Intelligence

Get an instant read on global indices, price movers, and momentum across sectors. Monitor trends, volatility, and sector shifts worth investigating. Available when analyzing individual stocks, with broader market-level reports currently in development.

2. Screener - Opportunity Discovery

Filter thousands of global equities by theme, factor exposure, valuation signals, or geography. Surface high-conviction ideas that align with your investment view using systematic criteria.

3. Builder - AI-Assisted Portfolio Construction

Transform investment ideas into portfolios using natural language descriptions. The AI interprets your thesis and generates allocation-ready portfolios with appropriate factor exposures and risk controls.

4. Analyzer - Comprehensive Performance Attribution

Upload your own portfolios or analyze Builder-generated ones. Get detailed breakdowns of factor exposures, concentration metrics, performance attribution, and scenario-based impact analysis.

5. Curated - Institutional Portfolio Ideas

Browse professionally designed thematic portfolios created by our investment team. Each portfolio comes with clear rationale, conviction levels, and institutional-quality research backing.

6. Watchlists - Personalized Market Monitoring

Group stocks by region, theme, or strategy and monitor changes in prices, ratings, and sentiment in real-time. Keep tabs on research ideas and pipeline candidates.

7. News - Market Intelligence

Access curated, portfolio-relevant news across global markets, sectors, and companies. Stay ahead of market-moving headlines without information overload.

The Parallax Difference

AI-Native Design

Unlike traditional platforms that bolt AI onto existing systems, Parallax is built AI-first. The platform is trained on proprietary data from live institutional portfolios, providing insights grounded in real market experience.

Unified Workflow

Parallax integrates signals, attribution, and scenario analysis into a single cohesive workflow. No need to jump between multiple tools or reconcile conflicting data sources.

Forward-Looking Insights

While most platforms focus on historical analysis, Parallax emphasizes predictive analytics and forward-looking risk assessment through its proprietary scoring system.

Institutional Methodology

The platform employs the same Five-Factor Framework used by Chicago Global's institutional funds: Value, Quality, Momentum, Defensive, and Size factors, refined through years of academic research and practical application. Parallax adds a sixth proprietary Tactical factor that exploits short-term market dislocations and liquidity events.

Technology Foundation

Parallax leverages advanced technology infrastructure designed for institutional investors:

• Real-Time Data Processing: Integration with multiple data providers for comprehensive market coverage
• Machine Learning Models: Continuous learning algorithms that adapt to evolving market conditions
• Alternative Data Integration: Satellite imagery, patent filings, supply chain analysis, and ESG metrics
• Cloud-Based Architecture: Scalable, secure computing infrastructure with institutional-grade security

Company Background

Chicago Global Heritage

Parallax is built by the team at Chicago Global, a quantitative investment management firm that combines timeless academic research with cutting-edge technology. Our investment approach is rooted in the University of Chicago tradition in finance, employing advanced machine learning and AI to identify market inefficiencies.

Academic Foundation

Our investment methodology builds on decades of research from the University of Chicago Booth School of Business, home to numerous Nobel Prize winners who revolutionized modern finance:

• Harry Markowitz (Nobel 1990): Modern Portfolio Theory and mathematical optimization
• Eugene Fama (Nobel 2013): Efficient Market Hypothesis and factor investing foundations
• Richard Thaler (Nobel 2017): Behavioral finance and market inefficiencies
• Robert Merton (Nobel 1997): Options pricing and dynamic hedging frameworks

The University of Chicago's creation of the Center for Research in Security Prices (CRSP) in 1960 established the first comprehensive database of stock market information, enabling the rigorous empirical research that gave birth to modern quantitative finance.

Who Uses Parallax

Individual Investors: Get institutional-grade portfolio analysis delivered instantly and updated continuously.

Financial Advisors: Provide clients with sophisticated analytics and AI-powered insights to demonstrate value and improve outcomes.

Institutional Investors: Access the same quantitative engine that powers billion-dollar endowments, with enterprise-grade compliance and scalability.

Ready to Start?

Step 1: Go to parallax.chicago.global

Step 2: Upload your existing portfolio

Step 3: Get instant AI analysis and insights

No installation required. See the value in under 5 minutes.

Next Steps:

• Start immediately with our Quick Start Guide
• Understand the methodology behind the analysis: Investment Methodology
• Learn how we score investments: Factor Implementation