Portfolio Import Guide
Export your Freetrade holdings as a CSV, then import them into Zeenox for instant Shariah compliance screening, Zakat calculation, and purification reports — in under 5 minutes.
Already have your Freetrade CSV? Skip straight to import.
Import Portfolio NowOpen the Freetrade app
Tap your profile picture or the hamburger icon in the top-left corner of the home screen.
Go to Account → Privacy
Scroll down to the "Privacy" section and tap "Request my data". Freetrade will email you a CSV of all your transactions and current holdings.
Check your inbox
The email usually arrives within a few minutes. Download the CSV attachment — look for the file named something like "freetrade-account-data.csv".
Find your holdings rows
Open the CSV in Excel or Google Sheets. Filter for "Type = Buy" rows or look for the "Portfolio" tab if Freetrade sends multiple sheets. The columns you need are: Title (or Ticker), Shares.
| Column | Used for |
|---|---|
| Ticker / Symbol | Identifies the stock — e.g. AAPL, ULVR.L |
| Shares / Quantity | Number of shares held |
| Price per Share | Optional — used for purification calculation |
Zeenox auto-detects these columns. You don't need to rename or reformat the Freetrade CSV before uploading.
Go to your Zeenox portfolio
Log in and open (or create) a portfolio from the Dashboard.
Click "Import Holdings"
Hit the Import button and select "CSV upload". You can paste ticker symbols directly or upload the Freetrade CSV — Zeenox detects the column headers automatically.
Review the compliance preview
Zeenox screens every ticker against AAOIFI Standard No. 21 before you confirm. Halal stocks are shown in green; any non-compliant positions are flagged in red.
Confirm and save
Click "Add Holdings" to save compliant positions. Your portfolio now shows live compliance scores, Zakat estimates, and purification amounts.
Freetrade lets you invest in real UK and US stocks commission-free inside an ISA or SIPP. There are no CFDs — real stock ownership only, which is Shariah-acceptable. Use our screener to filter stocks before buying.
Affiliate disclosure: Zeenox may earn a commission if you open an account via this link, at no cost to you. This does not influence our halal compliance assessments.