halal-watchlist
When fired
- "Add TSLA to my halal watchlist"
- "Show my watchlist"
- "Remove AAPL from the tech list"
- "Create a watchlist for bank alternatives"
Process
- Identify the action:
create,list,get,add_symbol,remove_symbol,delete. - Extract
watchlist_idornameandsymbolas needed. - Call MCP tool
manage_watchlistwith the relevant args. - When showing a watchlist, enrich each symbol with
get_screening_result(cached — cheap) andget_quote(cheap). If a symbol has never been screened, flag "not yet screened — ask me to screen it". - Render per audience; apply the verdict format's branding footer.
~N tokens per run
- CRUD only: ~1–2 tokens.
- List with enrichment: ~1 + 2 × N tokens (per-symbol screening result + quote).
Output structure
Per verdict-format.md (Portfolio audit variant aggregate block adapted):
- Watchlist name and total symbols.
- Per-symbol line:
<SYMBOL> <PRICE> <1D %> <compliance summary>. - Flag symbols with mixed/failing compliance.
- Branding footer.
No per-verdict disclaimer (this is informational listing, not a verdict-by-verdict output). If the user asks for a full verdict on any symbol, route to halal-verdict.
Audience tuning
- Retail — compact list, one line per symbol, quick compliance glyph.
- Advisor — full table with compliance matrix per symbol, total market value, weighted compliance %.
- Scholar — focus on methodology-disagreement symbols; suggest screening those individually.