Portfolio compliance at a glance
CSV import, multi-client management, Zakat calculation, and purification tracking. Compliance scored across all 5 Shariah standards — no more spreadsheets and manual checking.
5-standard compliance breakdown
See your portfolio scored against AAOIFI, DJIM, FTSE, MSCI, and S&P — with compliant/questionable/non-compliant mix and risk concentration analysis.
Compliance drift monitoring
Holdings that change status are surfaced immediately with an audit trail documenting what shifted — the ratio, the threshold, the date.
Purification & Zakat calculation
Record buys, sells, dividends, and fees. Estimate impure income with transparent calculations and built-in Zakat tracking.
Multi-client & CSV import
Wealth managers and RIAs: import portfolios via CSV, manage multiple clients, and generate structured compliance reports across accounts.
Next step: automate the habit
Connect your portfolio to a DCA strategy with 6 pre-built templates and automate compliant contributions on a schedule.