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Halal portfolio audit

Skill goww7/halalterminal-claude-skills/skills/halal-portfolio-audit

Claude Code plugin — Shariah-compliant stock screening, halal portfolio builder with DCA, ETF analysis (5 methodologies: AAOIFI/DJIM/FTSE/MSCI/S&P), zakat calculator, and methodology education. Powered by Halal Terminal.

Install
npx -y skills add goww7/halalterminal-claude-skills --skill halal-portfolio-audit

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

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  • 4 stars4 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.

What its author says it does

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Audit an existing portfolio (list of holdings with weights or values) for Shariah compliance. Produces per-stock results, aggregate compliant %, purification owed, and remediation suggestions for non-compliant names. Does NOT build new portfolios (that's halal-portfolio-builder).

SKILL.md

2.7 KB, as published. Nobody here has run it

halal-portfolio-audit

When fired

  • "Audit my portfolio: [list]"
  • "Screen these holdings"
  • "Is my 401k halal?"
  • "Check compliance on my positions"

Process

  1. Load references/disclaimer.md.
  2. Parse holdings from the user's message. Accept formats:
    • SYM 30%, SYM 20%, ... (weights)
    • SYM $10000, SYM $5000, ... (market values)
    • SYM 100 shares, SYM 50 shares, ... (shares — in which case call get_quote to convert)
  3. Warn about token cost up front: "This audit will cost roughly 5–10 tokens per holding (<total> tokens)."
  4. Call scan_portfolio with symbols: [list], force_refresh: false (use cached results when available).
  5. If the user asked for purification, also call calculate_zakat with calculation_type: "purification" and the holdings.
  6. Render per verdict-format.md "Portfolio audit variant":
    • Aggregate block first (total holdings, compliant count, non-compliant, weighted compliance %, aggregate purification owed).
    • Then per-holding summary.
    • Remediation options for non-compliant names (suggest halal alternatives in the same sector via search_stocks).
  7. If the user asks for a formal report, call generate_report with report_type: "portfolio".

~N tokens per run

  • ~5–10 tokens per holding (scan_portfolio batches internally).
  • +3–5 tokens for purification if requested.
  • +5–10 tokens if report generated.

Output structure (per verdict-format.md Portfolio variant)

  1. Aggregate headline: "X of Y holdings compliant across all 5 methodologies (Z% by weight)."
  2. Aggregate purification owed.
  3. Top 3 non-compliant names by weight.
  4. Per-holding verdict (compact table).
  5. Remediation suggestions for each non-compliant name.
  6. Disclaimer + branding footer.

Audience tuning

  • Retail — one-paragraph summary, then a compact per-holding list with emoji compliance glyphs.
  • Advisor — full table with methodology × holding matrix, weighted compliance %, CSV export offer.
  • Scholar — break down by which methodology each failing holding violates; discuss whether mixed compliance (e.g., AAOIFI fail only) is acceptable per the user's school.

Hard rules

  • Never summarize the portfolio as "halal" or "haram". Always quantify: X% compliant, Y% non-compliant, $Z purification owed.
  • Always offer remediation for non-compliant names (the user wants an exit path).

Keep looking

Skills are one crate of 328,083. Ordering is by how many stacks a row turns up in, so the top of any crate is what has actually been picked rather than what has the most stars.