Portfolio Import Guide
Export your InvestEngine ETF holdings as CSV, then import them into Zeenox for instant Shariah compliance verification, Zakat calculation, and purification reports — in under 5 minutes.
Already have your InvestEngine CSV? Skip straight to import.
Import Portfolio NowLog in at investengine.com
Go to your InvestEngine dashboard. Make sure you are viewing your portfolio (ISA or GIA).
Go to Transactions
Click "Transactions" in the top navigation or left sidebar. This shows all your past buy and sell activity.
Click "Export" or "Download CSV"
Look for the Export button in the top-right corner of the Transactions view. Select the full date range (from account open date to today) to capture all activity.
Save the CSV file
The file downloads immediately. It typically contains columns: Date, Type, Instrument, ISIN, Ticker, Units, Price, Total.
| Column | Used for |
|---|---|
| Ticker / Instrument | ETF ticker — e.g. ISWD, WPEA, HLAL |
| ISIN | Fallback identifier if ticker is missing |
| Units | Number of ETF units held |
| Price | Optional — used for purification calculation |
ISWD — iShares MSCI World Islamic UCITS ETF
Tracks MSCI World Islamic Index — pre-screened to exclude financial and haram sectors.
WPEA — Amundi MSCI World SRI PAB UCITS ETF
SRI filter removes some haram sectors but is not a full Shariah screen. Check individual holdings.
HLAL — Wahed FTSE USA Shariah ETF
Shariah-screened US stocks ETF. Available on some UK platforms.
Always verify ETF compliance via Zeenox before investing — fund compositions change over time.
Go to your Zeenox portfolio
Log in and open (or create) a portfolio from the Dashboard.
Click "Import Holdings" → CSV upload
Select "CSV upload" and upload your InvestEngine file. Zeenox reads the Ticker/ISIN and Units columns automatically.
Review compliance screening
Each ETF is screened for Shariah compliance. Halal ETFs (e.g. iShares MSCI World Islamic) are shown in green; mixed-sector ETFs that include financial or haram stocks are flagged for review.
Confirm and save
Click "Add Holdings" to save. Your portfolio will display live compliance data, Zakat estimates, and purification amounts.
InvestEngine is a UK-regulated ETF platform with zero platform fees for DIY investors. You can open an ISA or SIPP and invest in halal ETFs like the iShares MSCI World Islamic. Real asset ownership — no CFDs or leverage.
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.