Halan Borsa

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---
name: egx-stock-research
description: Research an Egyptian Exchange listed company using current quotes, fundamentals, price history, disclosures, bulletins, and market order-book data. Use when a user asks to find, analyze, or compare EGX stocks; do not use for non-EGX assets or general financial planning.
---

# EGX stock research

Use Halan Borsa market-data tools to answer the user's specific research question.

1. Resolve a company name, Arabic or English name, ticker, or Reuters code with `search_symbols`. If the user already supplied a 12-character ISIN, use it directly.
2. Choose only the data needed:
   - `get_stock_quote` for a current price snapshot.
   - `search_symbols` for fundamentals and the 52-week range.
   - `get_symbol_history` for daily prices; convert requested dates to Unix milliseconds and state the analyzed period.
   - `list_news` and `list_bulletins` for disclosures and corporate events. Page when the first result set may be incomplete.
   - `get_best_bid_ask` for top of book, `get_active_orders` for single-symbol depth, or `get_order_book_history` for past order events.
   - `is_market_open` when current session status affects the interpretation.
3. Distinguish facts returned by tools from calculations or interpretation. Report currency and timestamps clearly.
4. If comparing stocks, use the same fields and time period for each stock and disclose missing data.

Do not invent an ISIN, quote, news item, or unavailable metric. The order-book tools describe the public market and do not identify the user's own orders. Provide data and neutral analysis, not personalized financial advice or a promise of future performance.

Referenced files: 1

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---
name: halan-draft-limit-order
description: Prepare a Halan Borsa draft buy or sell limit order after resolving the EGX symbol, validating required account details, and obtaining explicit user confirmation. Use only when the user asks to draft an order for later mobile-app review; never represent it as an executed trade.
---

# Halan Draft Limit Order

Collect and validate the order before taking the single write action.

1. Establish the side, EGX symbol or ISIN, limit price, quantity, and validity. Only buy and sell limit orders are supported; do not convert a market-order request into a limit order without the user's direction.
2. Resolve a company name or ticker with `search_symbols`. Never guess an ISIN.
3. For a sell, call `get_portfolio_details` and use a returned custodian ID and settlement cycle whose available units cover the quantity. Do not guess either value. T+0 and T+1 sells are day orders, so call `is_market_open`; stop if the market is closed.
4. For `GOOD_TILL_DATE`, require a `validTill` Unix-millisecond timestamp. Explain that T+0 and T+1 sells are forced to `GOOD_TILL_TODAY`.
5. Immediately before calling `create_temp_order`, show side, company and ISIN, limit price, quantity, custodian and settlement details when applicable, validity, and currency. Ask for an explicit confirmation of those exact details.
6. Call `create_temp_order` only after that confirmation. If any material detail changes, ask for confirmation again.
7. Return the draft identifier and state that the draft still requires separate review and confirmation in the Halan Borsa mobile app before it can reach the exchange.

Do not claim a draft was submitted, filled, or executed. Do not call the tool when required data is missing, holdings are insufficient, or the user has not explicitly confirmed the final summary.

Referenced files: 1

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---
name: halan-portfolio-review
description: Review the signed-in user's Halan Borsa holdings, costs, custodians, and settlement availability, optionally with current EGX prices. Use for portfolio or holding questions; do not use for another person's account or unrelated budgeting advice.
---

# Halan Portfolio Review

1. If the user names particular companies rather than supplying ISINs, resolve them with `search_symbols` first.
2. Call `get_portfolio_details` with the requested ISINs, or with an empty list for the full portfolio.
3. Present each holding's ISIN, total units, average cost, last-updated time, and per-custodian total and settled units. Include settlement-cycle availability only when it helps the user's question.
4. For current valuation or unrealized gain/loss, call `get_stock_quote` for each relevant holding. Label the quote time and currency, show the calculation basis, and do not substitute a missing quote.
5. Explain concentration or diversification using the returned holdings and clearly identified calculations. Keep observations descriptive rather than prescriptive.

Never expose one user's portfolio to another user, guess a custodian or settlement cycle, or imply that holdings changed. This workflow is read-only and does not create an order.

Referenced files: 1