How do I install the Halal Portfolio Audit skill?

Run npx skillmds@latest add goww7/halal-portfolio-audit in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Halal Portfolio Audit safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Halal Portfolio Audit?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Halal Portfolio Audit free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Halal Portfolio Audit?

goww7 (@goww7) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Halal Portfolio Audit by goww7 — Agent Skill

Name: Halal Portfolio Audit
Author: goww7

Halal Portfolio Audit

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).

goww7 Updated Sep 17, 2026

File contents

halal-portfolio-audit

When fired

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

Process

Load references/disclaimer.md.
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)
Warn about token cost up front: "This audit will cost roughly ~~5–10 tokens per holding (~~ tokens)."
Call scan_portfolio with symbols: [list], force_refresh: false (use cached results when available).
If the user asked for purification, also call calculate_zakat with calculation_type: "purification" and the holdings.
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).
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)

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

---name: halal-portfolio-auditdescription: 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).---# halal-portfolio-audit## When fired- "Audit my portfolio: [list]"- "Screen these holdings"- "Is my 401k halal?"- "Check compliance on my positions"## Process1. 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).

Frequently asked questions