halal-portfolio-auditlisted

# 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