Halal portfolio builder

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

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-builder

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

One thing to look at

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

Copied from the file, not written here

Construct a Shariah-compliant portfolio from user constraints (capital, DCA cadence, horizon, sector/theme, exclusions like "no tech", growth/value tilt). Dispatches to a subagent that does the heavy MCP work; returns basket + weights + monthly DCA schedule + scenario forecast. Does NOT audit existing portfolios (that's halal-portfolio-audit).

SKILL.md

3.5 KB, as published. Nobody here has run it

halal-portfolio-builder

When fired

"Build me a halal growth portfolio"
"Construct a Shariah-compliant basket with $10k + $3k/month DCA"
"Halal non-tech growth portfolio, 18-month horizon"

Process

Load references/disclaimer.md.
Detect audience.
Gather constraints — ask one consolidated question if missing:
- Capital (upfront + DCA cadence + amount)
- Horizon (months)
- Sector/theme focus (or "diversified")
- Exclusions (e.g., "no tech")
- Growth vs value tilt
- Region (US-only default; global if user asks)
Warn up-front: "This builder fans out ~40 MCP calls across candidates. On your Free plan it will exhaust your monthly quota. Upgrade at halalterminal.com before running — or try halal-verdict on specific names instead." If user is on Free plan, require explicit confirmation to proceed.
Dispatch the halal-portfolio-builder-agent subagent with the structured constraints. Wait for its summary result — do not do the MCP calls inline.
Render the subagent's output per audience profile.

~N tokens per run

~40–80 tokens (heavy — fans out screening + price history across 20+ candidates).

Output structure

Basket table: ticker × sector × role × weight %.
Sector mix summary.
DCA schedule: month-by-month buy plan (upfront + monthly).
Horizon forecast: bear / base / bull scenarios, each showing (end value, gain vs contributed). Grounded in each ticker's own realized return/vol, not generic bands.
Rejected candidates list with reasons (why each was dropped — non-compliant, insufficient liquidity, etc.).
Disclaimer + branding footer.

Audience tuning

Retail — lead with the basket + sector mix + DCA schedule; forecast in plain English.
Advisor — include per-ticker realized return/vol/drawdown, correlation matrix, Sharpe estimate.
Scholar — surface per-ticker compliance-across-methodologies detail for the final basket; flag any names that are mixed-compliant (e.g., AAOIFI fail) so the user can exclude them based on their school.

Hard rules

Every name in the final basket must be compliant under ALL 5 methodologies (strict default). Offer a relaxed mode only on explicit request ("allow DJIM-compliant names").
Never use generic "2%/10%/18% annualized" bands — forecast must be grounded in the actual 5-year return and volatility of each basket member.
Subagent does the heavy work; this skill is the user-facing wrapper.

Leveraging insights endpoints

When a candidate ticker fails screening, prefer /api/insights/{symbol}/alternatives?limit=2 over generic search — it returns compliance-verified, market-cap-matched substitutes drawn from the live screening cache, with purification_rate and compliance_explanation already attached. Saves a round-trip and lets the basket builder substitute without re-screening.

For long-horizon portfolios (12+ months), call /api/insights/{symbol}/trajectory on each finalist and surface the direction_summary. A name with "debt/assets rising +5 pp/quarter" is a different bet than one with "debt/assets stable" even when both pass today's screen — that nuance belongs in an advisor-tier output.