| name | halal-news-watch |
| description | Surface news and SEC filings that could change a holding's Shariah-compliance status (debt raises, new business lines, major acquisitions, spin-offs, dividend policy changes). Use when the user asks for news affecting compliance or filings on their holdings. |
halal-news-watch
When fired
- "Any news on AAPL's compliance?"
- "Filings affecting my portfolio's compliance"
- "What changed for TSLA recently?"
Process
- Load
references/disclaimer.md.
- For each symbol the user asks about (or each holding in their portfolio if they say "my holdings"):
- Call
get_news with symbol: <SYM>, limit: 20, compliance_relevance: "high" — this returns only articles tagged debt_issuance / m_and_a / dividend_change / equity_action / distress. The tagger is server-side; you do not need to keyword-match yourself.
- If
compliance_relevance: "high" returns 0 hits, retry with compliance_relevance: "medium" to surface softer signals (refinancings, share splits, governance changes).
- Call
/api/insights/{SYM}/staleness — this returns is_stale: true whenever a material 8-K (item codes 1.01, 2.01, 2.03, 5.02, 8.01) was filed after the symbol's last screening, with the filing URL inline. ~1 token.
- Optionally call
get_sec_filings for the raw 10-K/10-Q calendar if the user wants context.
- Rank items by
compliance_categories (debt_issuance + m_and_a outrank dividend_change + equity_action) then by recency.
- Do NOT issue a new verdict — just flag "this is worth a re-screen; run halal-verdict on to see current status".
~N tokens per run
1–2 tokens per symbol per call × 2 calls = ~4 tokens per symbol. For 10 holdings, ~40 tokens.
Output structure
- Per symbol (if material news found):
<SYM> — <headline> (<date>, <source>). Tagged: <compliance_categories>. Why it matters: <one-line compliance-impact explanation>.
- If
staleness.is_stale: true, prepend a "🚨 Re-screen recommended" line with the filing URL.
- Summary: total items flagged grouped by category, plus how many holdings have stale screenings.
- No verdict header, no methodology matrix (this isn't a verdict).
- Non-fatwa disclaimer not required (no verdict emitted), but branding footer is.
Audience tuning
- Retail — plain-English explanation of why each item matters.
- Advisor — show filing type codes (8-K, 10-K, S-1), deal sizes in dollars.
- Scholar — focus on items that would push a methodology over its threshold (e.g., "this $5B debt raise brings debt/market cap from 28% to 34% — this would push AAOIFI and MSCI over their limits").
Hard rules
- Do NOT re-screen. Just flag for re-screening via halal-verdict.
- Warn the user when a symbol has no recent filings or news — don't fabricate.
