halal-portfolio-builderlisted

# 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 1. Load `references/disclaimer.md`. 2. Detect audience. 3. 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) 4. 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. 5. **Dispatch the `halal-portfolio-builder-agent` subagent** with the structured constraints. Wait for its summary result — do not do the MCP calls inline. 6. 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 1. Basket table: ticker × sector × role × weight %. 2. Sector mix summary. 3. DCA schedule: month-by-month buy plan (upfront + monthly). 4. 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. 5. Rej