Can it be used for quarterly portfolio audits?

Yes, it includes a standardized workflow for quarterly rebalancing, identification of newly non-compliant holdings, and generation of mandatory SSB reports.

What standards does this skill support?

It supports major global standards including AAOIFI Shariah Standard 21, MSCI Islamic, S&P Dow Jones Islamic Index (DJIM), Saudi Tadawul, and Securities Commission Malaysia.

How does it handle non-permissible income (NPI)?

The skill calculates the NPI percentage against a 5% threshold and provides precise purification formulas to help investors cleanse prohibited revenue from their dividends.

Does it support different debt-to-asset ratio denominators?

Yes, the skill allows for screening based on either total assets or market capitalization, depending on the specific methodology (e.g., MSCI vs. SC Malaysia) being applied.

Global Shariah Financial Screening

Name: Global Shariah Financial Screening
Author: panaversity

bypanaversity

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分析と監視

Automates Shariah-compliant equity screening and portfolio purification based on global Islamic finance standards like AAOIFI and MSCI.

The Global Shariah Screening skill empowers Claude to perform rigorous financial auditing and compliance checks for equities according to major Islamic finance methodologies. It automates the complex process of sector-based exclusions, financial ratio analysis (debt, cash, and receivables), and Non-Permissible Income (NPI) calculations. Designed for asset managers and fintech developers, this skill provides structured workflows for quarterly portfolio rebalancing, purification reporting, and Shariah Supervisory Board (SSB) documentation, ensuring investments align with global standards such as AAOIFI, DJIM, and SC Malaysia.

主な機能

01Automated sector exclusion screening for prohibited industries

02Financial ratio analysis including debt-to-market-cap and cash-to-asset screens

03Multi-standard methodology comparison (AAOIFI, MSCI, DJIM, SC Malaysia, Tadawul)

0411 GitHub stars

05Non-Permissible Income (NPI) calculation and purification reporting

06Standardized templates for quarterly rebalancing and SSB compliance reports

ユースケース

01Building AI-powered Shariah compliance dashboards for fintech and wealth management platforms

02Automating the initial screening of a global stock universe for Islamic investment funds

03Generating purification calculations and charitable donation reports for multi-asset portfolios

主な機能

01Automated sector exclusion screening for prohibited industries

02Financial ratio analysis including debt-to-market-cap and cash-to-asset screens

03Multi-standard methodology comparison (AAOIFI, MSCI, DJIM, SC Malaysia, Tadawul)

0411 GitHub stars

05Non-Permissible Income (NPI) calculation and purification reporting

06Standardized templates for quarterly rebalancing and SSB compliance reports

ユースケース

01Building AI-powered Shariah compliance dashboards for fintech and wealth management platforms

02Automating the initial screening of a global stock universe for Islamic investment funds

03Generating purification calculations and charitable donation reports for multi-asset portfolios