# Parallax Halal Screen

> Shariah-compliant stock screening: filter for halal investments, check compliance flags, explain screening criteria, and suggest compliant alternatives via Parallax MCP tools. NOT for general thematic screening (use /parallax-thematic-screen), not for portfolio construction (use /parallax-portfolio-builder).

- **Type:** Skill
- **Install:** `agentstack add skill-bencharoenwong-parallax-workflows-parallax-halal-screen`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [bencharoenwong](https://agentstack.voostack.com/s/bencharoenwong)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [bencharoenwong](https://github.com/bencharoenwong)
- **Source:** https://github.com/bencharoenwong/parallax-workflows/tree/main/skills/parallax-halal-screen

## Install

```sh
agentstack add skill-bencharoenwong-parallax-workflows-parallax-halal-screen
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Halal / Shariah Screen

## When not to use

- General thematic screening → use /parallax-thematic-screen
- Portfolio construction → use /parallax-portfolio-builder
- Non-compliance screening → use /parallax-earnings-quality

## Gotchas

- JIT-load _parallax/parallax-conventions.md for RIC resolution, parallel execution, and fallback patterns
- explain_methodology does NOT support shariah/halal — valid concepts are value, quality, momentum, defensive, tactical, overall, factor_weighting, scoring
- Shariah thresholds are hardcoded in this skill (commonly used screening ratios) — derive compliance from get_financials data
- get_financial_analysis (Palepu framework) is async ~2-5 min — warn user before calling
- Financial ratios from get_financials help verify debt/revenue compliance thresholds
- JIT-load `_parallax/white-label/integration-pattern.md` before the Pre-Render step. Loader call is `load_visual_branding()` (7-key visual subset; voice structurally excluded — `branding["voice"]` raises `KeyError`). Apply §5 (Branding Header) and §7 (About This Report) in Output Format.
- Cost: ~4 tokens single-stock, +5 optional if Palepu is called; ~4-5/holding in portfolio mode. Breakdown in `_parallax/token-costs.md`.

Screen stocks and portfolios for Shariah compliance using commonly used screening ratios applied to Parallax financial data.

## Screening Thresholds

These are the Shariah compliance thresholds applied by this skill. They are commonly used screening ratios, not a claim of conformance to any named published standard. They are applied to data retrieved from `get_financials`.

| Ratio | Threshold | Pass condition |
|-------|-----------|----------------|
| Total debt / Total assets | = 33%**) and (cash + interest-bearing securities) / total assets (**FAIL if >= 33%**).
3. Call `get_financials` with statement "ratios" to retrieve interest income and revenue figures. Compute: (interest income + non-permissible revenue) / total revenue. **FAIL if >= 5%.** If >0% but 60% concentration in a single sector but `sector_concentration: {}` is empty and `"well-diversified"` is returned, the tool's concentration detection has silently failed — compute concentration client-side from per-holding sectors and flag the tool bug in output. For N60% single-sector share requires ≥5 holdings clustered in one sector, which is unlikely from natural Shariah filtering (which typically excludes ~3 sectors broadly, leaving the residual spread across ≥4–5 sectors); at N≤7 the same share can result from 4 holdings and is consistent with screening outcome, not a tool defect. Tune the cutoff only if production data shows the false-positive rate diverging from this assumption.
4. For non-compliant holdings, call `build_stock_universe` with "[sector]" to find alternatives, then screen those alternatives through the same compliance check. **Do not source alternatives for `UNVERIFIED` holdings** — an unscreened name has not been rejected, so proposing replacements would present a data gap as a compliance finding. Recommend re-running the screen for those names instead.
5. Call `get_peer_snapshot` on compliant alternatives to score them.

## Output Format

- **Screening Criteria** (commonly used screening ratios as listed above)
- **Plain-Language Summary** (under `audience=client_safe` only): 2-3 sentences stating the screen outcome counts in plain terms for a non-specialist reader; factor names carry the §13.3 gloss if used, no cutoff arithmetic, framed per §12 as informational with no directives. **State all three counts whenever any name is `UNVERIFIED`** — compliant, non-compliant, and unverified — in plain words (e.g. "2 holdings could not be screened because financial data was unavailable"). A summary reporting only "18 of 20 compliant" while 2 went unscreened is the §4.0 failure this skill exists to prevent, and it is the first line the client reads.
- **Compliance Results** (table: symbol, status ∈ `COMPLIANT` / `NON-COMPLIANT` / `UNVERIFIED`, reason if non-compliant or unverified). `UNVERIFIED` is a rendered state, never an omission: give the reason as the field or call that was unavailable (e.g. `UNVERIFIED — total revenue unavailable from get_financials(ratios)`). Do not collapse the three states into a binary Y/N column, and never leave a screened symbol out of this table.
- **Unverified Names** (render only if any row is `UNVERIFIED`): one line per name stating what was missing and that the name is excluded from the Compliant Subset pending a re-screen. Per `parallax-conventions.md` §4.0 this is a data-integrity warning and is **not suppressible under `audience=client_safe`** — a client reading a compliant list must be able to tell "screened and cleared" from "could not be screened."
- **Key Ratios** (debt/assets %, interest-bearing/assets %, non-permissible revenue %; render each unavailable ratio as `UNVERIFIED`, not as a blank, a dash, or an estimate)
- **Verdict sensitivity**: the ratio nearest its cutoff (33% debt/assets, 33% interest-bearing/assets, or 5% non-permissible-revenue) and the arithmetic flip condition, per `parallax-conventions.md` §11 (internal_analyst mode only per conventions §13.2). Applies only to the three quantitative ratios above — never to the qualitative business-activity screen. **Select only among ratios that were actually computed**: an `UNVERIFIED` ratio has no distance to its cutoff, so it can never be the surfaced input, and a name whose overall verdict is `UNVERIFIED` renders no sensitivity line at all (per §11.2, omitting it is the compliant behavior — never infer a flip number from a missing input).
- **Purification Amount** (if applicable — percentage of dividends requiring purification)
- **Alternatives** (for non-compliant holdings: scored compliant replacements in same sector — informational candidates, not replacement instructions)
- **Compliant Subset** (if portfolio mode: the screened-compliant holdings and their current weights — an informational screen result per conventions §12, not a rebalancing instruction; for construction use /parallax-portfolio-builder then re-screen). Contains **verified-compliant names only** — `UNVERIFIED` holdings are excluded per conventions §4.0. If any were excluded, state the count and that weights were renormalised over verified-compliant names, so the subset is never mistaken for a full screen of the portfolio.
- **Branding Header** (only if `white_label_active` AND `client_name != ""`) — single line at the very top: `**** Shariah screen`. Logo handling per integration-pattern.md §5.
- **About This Report** (always present): one line stating branding state per integration-pattern.md §7. If a logo was skipped, append `Logo on file: ` as a second About This Report line.

### Pre-Render — Load white-label branding

Load `_parallax/white-label/integration-pattern.md` §2 and compute `white_label_active` + `client_name` per that section. Apply §5 (Branding Header) and §7 (About This Report) when composing the Output Format.

**AI-interaction disclosure (required regardless of view state):** Render `parallax-conventions.md §9.2` immediately above the disclaimer below.

Render the standard disclaimer verbatim from `parallax-conventions.md` §9.1.

> These are analytical outputs based on commonly used Shariah screening ratios (debt and interest-bearing-asset thresholds measured against total assets) applied to Parallax financial data, not investment advice or a fatwa. Consult a qualified Shariah advisor for binding rulings.

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [bencharoenwong](https://github.com/bencharoenwong)
- **Source:** [bencharoenwong/parallax-workflows](https://github.com/bencharoenwong/parallax-workflows)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-bencharoenwong-parallax-workflows-parallax-halal-screen
- Seller: https://agentstack.voostack.com/s/bencharoenwong
- Browse the marketplace: https://agentstack.voostack.com/browse

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