Compliance Dashboard
A single view of your portfolio's Shariah compliance status. See at a glance which holdings are compliant, which need attention, and what to do next.
- Visual breakdown of compliant versus non-compliant holdings
- Portfolio-level compliance summary that updates as financial data changes
- Clear next steps when a holding's status changes
Plain-Language Report Summaries
Complex compliance reports explained in plain language. Quarterly financial filings translated into clear summaries, so you do not have to read the filing yourself.
- Plain-language explanations of the factors behind each verdict
- Analysis of quarterly financial filings as they are published
- Highlights the changes that could affect a stock's compliance status
Proactive Alerts
Stay ahead of compliance changes. Get notified when a stock in your portfolio loses its compliance status after new financial data or a change in business activity.
- Notifications when a stock's compliance status changes
- Ahead-of-cycle alerts before major financial reporting deadlines
- Alert preferences for the stocks you care about
Tax-Ready Reports
Documentation of your purification amounts across the year. Track cumulative purification for annual filings and charitable deduction records.
- Downloadable reports with per-stock purification breakdowns
- Cumulative tracking across the full tax year
- Organized for charitable deduction records. Confirm with your tax advisor.