Zeenox is a UK Muslim investor Portfolio X-Ray and annual report tool. It helps you review your whole portfolio in one place: allocation, halal screening status, missing data, tax-readiness gaps, Zakat notes and accountant-ready questions.

What does the Portfolio X-Ray show?

The Portfolio X-Ray shows a portfolio summary, readiness score, halal screening status, allocation, missing-data checklist, tax-readiness checklist, Zakat and purification notes, and questions to discuss with a qualified accountant or scholar.

Does Zeenox give investment, tax or Shariah advice?

No. Zeenox organises portfolio evidence and highlights areas to review. It does not provide financial, tax, legal, Shariah or investment advice, and it does not replace a qualified accountant, adviser or scholar.

Can I import my portfolio?

Yes. Zeenox supports portfolio setup through broker import where available, CSV or statement upload, and manual holdings entry. If an import fails, you can still add holdings manually.

What is included in the annual portfolio report?

The annual report includes the Portfolio X-Ray, holdings table, methodology summary, missing-data checklist, tax-readiness checklist, Zakat and purification notes, accountant questions and disclaimer.

Is Zeenox free to use?

You can view a sample Portfolio X-Ray and start building a portfolio for free. Paid plans unlock the full annual portfolio report and evidence pack workflow.

Wealth Intelligence

Realised disposal records, loss totals and missing evidence checks for accountant review.

This v1 page uses sample read-only data and transparent working. Connect records from the main Wealth Opportunities Inbox when you want the live version.

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Data mode

Mock read-only

Section insights

2 shown

Order access

No trading permissions

Zeenox provides calculations, educational context and record-keeping tools. It does not provide financial, investment, tax, legal or Shariah advice.

Needs review

£2,840 realised losses detected

ConfidenceMedium

Zeenox found realised losses in taxable wrapper disposals from the mock portfolio. These figures may need accountant review before they are used in a tax return.

Open review table

Show Working

Data used

3 mock taxable disposals
Acquisition cost and disposal proceeds for each disposal
Only disposals where proceeds are below cost are counted as losses

Formula

Realised loss = acquisition cost - disposal proceeds, when proceeds are lower than cost

Calculation

VWRL: £10,000 - £8,200 = £1,800; HLAL: £6,000 - £4,960 = £1,040; total = £2,840

Assumptions

Mock data is read-only and uses simple matched disposal rows
Fees, same-day matching and prior pooled costs are not included in this first slice

Missing data

Full broker transaction history
Fees and FX costs
Confirmed Section 104 pool records

Safe next step

Export the calculation and explore it with a qualified accountant if you plan to rely on it.

Needs review

2 trades may need 30-day rule review

ConfidenceMedium

Two mock disposals have later acquisitions of the same symbol within 30 days. The matching treatment may need accountant review.

Show Working

Data used

3 mock disposals
3 mock later acquisitions
Symbol and trade date for each row

Formula

Flag when same-symbol acquisition date is 1 to 30 days after disposal date

Calculation

VWRL reacquired 19 days later; HLAL reacquired 23 days later; SUK2 was outside the window

Assumptions

Symbols are matched case-insensitively
This first slice flags possible review items and does not apply tax matching automatically

Missing data

Same-day trades
Full Section 104 pool
Spouse or connected-account activity

Safe next step

Keep these trades together in your records and explore the treatment with an accountant.

Loss Vault foundation

Realised disposal review table

This read-only table expands the realised-loss card into disposal rows, matching-method notes and missing-data flags. It may need accountant review before use in tax records.

Losses

£2,840.00

Gains

£260.00

Missing data flags

Fees and FX costs should be checked against broker records
Transfers and corporate actions are not confirmed in this review
Connected-account activity is not included in this first review

Realised disposal rows showing symbols, dates, quantities, costs, proceeds, gains or losses, and matching notes for review.
Symbol	Disposal date	Quantity	Cost	Proceeds	Gain / loss	Matching note
VWRL	2026-05-01	120	£10,000.00	£8,200.00	-£1,800.00	Mock row matched against a simplified pooled cost record for transparent calculation review.
HLAL	2026-05-18	80	£6,000.00	£4,960.00	-£1,040.00	Mock row matched against a simplified pooled cost record for transparent calculation review.
SUK2	2026-06-02	40	£3,000.00	£3,260.00	£260.00	Mock row matched against a simplified pooled cost record for transparent calculation review.

Transaction history review

Add transaction history for Loss Vault

Upload a broker transaction CSV to add read-only records for realised-loss, 30-day review and dividend calculations. Zeenox stores records for review; it does not connect to order permissions or submit orders.

Connect Trading 212 (read-only)

A read-only API-key connection that imports positions, transactions and dividends for review. It never requests order permissions and cannot place, change or cancel trades.

Sign in to import transaction history for your own Loss Vault review. The import uses CSV records only and does not request broker order permissions.

Symbol

Disposal date

Quantity

Cost

Proceeds

Gain / loss

Matching note

VWRL

2026-05-01

120

£10,000.00

£8,200.00

-£1,800.00

Mock row matched against a simplified pooled cost record for transparent calculation review.

HLAL

2026-05-18

£6,000.00

£4,960.00

-£1,040.00

Mock row matched against a simplified pooled cost record for transparent calculation review.

SUK2

2026-06-02

£3,000.00

£3,260.00

£260.00

Mock row matched against a simplified pooled cost record for transparent calculation review.