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halal-portfolio-audit

halal-portfolio-audit is a skill for Claude Code from goww7/halalterminal-claude-skills. It costs 59 tokens per session (641 once invoked), scanned A, original, Apache-2.0.

A portfolio checker that reviews multiple stock holdings for Shariah compliance and summarizes the results across the portfolio. It can use percentages, dollar values, or share counts.

In plain words
What is it for?
It helps audit an investment portfolio, calculate aggregate compliance and dividend purification, and find alternatives for non-compliant stocks.
Why use it?
It replaces separate checks for every holding with one portfolio-level view. It also shows the overall compliant share and identifies holdings that may need action.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the halalterminal-claude-skills plugin — 9 skills, 2 commands, 1 agent, 1 MCP server shipped together

not rated 5repo 20d ago A scan 59 tokens original Apache-2.0

Good fit It helps audit an investment portfolio, calculate aggregate compliance and dividend purification, and find alternatives for non-compliant stocks.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/goww7/halalterminal-claude-skills/halal-portfolio-audit
View source ↗ goww7/halalterminal-claude-skills halalterminal.com
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add goww7/halalterminal-claude-skills --skill halal-portfolio-audit
Clone the repo
git clone --depth 1 https://github.com/goww7/halalterminal-claude-skills

Made for: Claude Code.

Or install halalterminal-claude-skills, the plugin that ships this one along with the rest of its 9 skills, 2 commands, 1 agent, 1 MCP server.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for halal-portfolio-audit

README.md
[![agentmods](https://agentmods.dev/badge/skills/goww7/halalterminal-claude-skills/halal-portfolio-audit/github.svg)](https://agentmods.dev/skills/goww7/halalterminal-claude-skills/halal-portfolio-audit)
Your own site
<a href="https://agentmods.dev/skills/goww7/halalterminal-claude-skills/halal-portfolio-audit"><img src="https://agentmods.dev/badge/skills/goww7/halalterminal-claude-skills/halal-portfolio-audit/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for halal-portfolio-audit

Your own site · 80×15
<a href="https://agentmods.dev/skills/goww7/halalterminal-claude-skills/halal-portfolio-audit"><img src="https://agentmods.dev/badge/skills/goww7/halalterminal-claude-skills/halal-portfolio-audit.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 59 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 641 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00059 $0.00641
Opus 5 $0.00030 $0.00320
Sonnet 5 $0.00012 $0.00128
Haiku 4.5 $0.00006 $0.00064

Measured 12d ago against content hash 9d06bd189b1f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

halal-portfolio-audit scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/halal-portfolio-audit/SKILL.md · 56 lines

How it starts

The opening of the file, as written. The whole thing — 56 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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 ( 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.

Read the full file on GitHub · 56 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 56 lines · 59 tokens per session scan A 9d06bd189b1f

Subscribe to this mod's changes

halal-portfolio-audit is a skill published in the GitHub repository goww7/halalterminal-claude-skills (5 stars, last pushed 20d ago), licensed Apache-2.0. It adds 59 tokens to every session and 641 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

Finance and fintechai-agentsclaude-skillsfintech-apihalalhalal-financeislamic-finance
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