← Halan BorsaCONTENT HISTORYWHAT CHANGED · RULE-BASED ANALYSIS
Update to Halan Borsa
Snapshot Oct 8, 2026 · 00:04 UTC · version 1.0.0
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{
"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.",
"included_files": [
{
"relative_path": "agents/openai.yaml",
"size_in_bytes": 434
}
],
"name": "halan-portfolio-review",
"skill_md_contents": "---\nname: halan-portfolio-review\ndescription: 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.\n---\n\n# Halan Portfolio Review\n\n1. If the user names particular companies rather than supplying ISINs, resolve them with `search_symbols` first.\n2. Call `get_portfolio_details` with the requested ISINs, or with an empty list for the full portfolio.\n3. 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.\n4. 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.\n5. Explain concentration or diversification using the returned holdings and clearly identified calculations. Keep observations descriptive rather than prescriptive.\n\nNever 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.\n"
}SHA-256 of public snapshot: 144e2d8b51ab207b387129ae23d8c638637f3ef0b2ff671d51aca134e53933a5