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.

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Portfolio Import Guide

Import Your Trading 212 Portfolio

Export your Trading 212 Invest account holdings as CSV, then import them into Zeenox for instant Shariah compliance screening — in under 5 minutes.

Already have your Trading 212 CSV? Skip straight to import.

Import Portfolio Now

Important — Invest account only: Trading 212 has two separate accounts. The Invest account holds real stocks (Shariah-acceptable). The CFD account uses leverage and derivatives — these are not permissible. Only export and import holdings from your Invest account.

Part 1 — Export from Trading 212

Go to trading212.com and log in. Make sure you are in the "Invest" tab — NOT the CFD tab. The Invest account holds real stocks, which is Shariah-acceptable.

Open History

In the left sidebar, click the clock / history icon. This shows all your past transactions.

Click "Export" → "Transactions"

In the top-right of the History panel, click the Export button. Select "Transactions" from the dropdown, then choose your date range (select from your account open date to today to capture everything).

Download the CSV

Click "Download" — the file is saved immediately to your browser's download folder. The filename is usually something like "Trading212_Transactions_Export.csv".

Tip: The transaction history export includes all buys and sells. Zeenox calculates your current holdings by netting buys against sells — or you can paste just your current holdings manually if you prefer.

Which CSV columns does Zeenox use?

Column	Used for
Ticker	Stock ticker symbol — e.g. AAPL, SHEL.L
Shares	Number of shares currently held
Price / Share	Optional — used for purification calculation
ISIN	Used as fallback identifier if ticker is missing

Part 2 — Import into Zeenox

Go to your Zeenox portfolio

Click "Import Holdings" → CSV upload

Select "CSV upload" and drag in your Trading 212 export file. Zeenox automatically detects the Ticker and Shares columns.

Review the compliance preview

Every holding is screened against AAOIFI Standard No. 21 before you confirm. Green = halal, Red = non-compliant, Amber = borderline.

Confirm and save

Click "Add Holdings". Your portfolio immediately shows live compliance scores, purification amounts, and Zakat estimates.

What you get after importing

Live Shariah compliance score for every holding

AAOIFI debt, cash, and interest ratios per stock

Instant flag for any non-permissible positions

Quarterly purification amount (how much to donate)

Zakat estimate on your compliant holdings

AI portfolio advisor (Elite) for personalised guidance

Import My Trading 212 Portfolio

Don't have a Trading 212 account yet?

Trading 212's Invest account lets you buy real UK and US stocks commission-free inside an ISA. Real stock ownership with no leverage — Shariah-acceptable when combined with halal stock selection.

Halal condition: Open the Invest account only. Do not enable the CFD account — CFDs involve leverage and are not Shariah-compliant.

Open Trading 212 Invest Account

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.

Import guides for other brokers

Import from Freetrade Import from InvestEngine

Column

Used for

Ticker

Stock ticker symbol — e.g. AAPL, SHEL.L

Number of shares currently held

Price / Share

Optional — used for purification calculation

ISIN

Used as fallback identifier if ticker is missing

Don't have a Trading 212 account yet?

Trading 212's Invest account lets you buy real UK and US stocks commission-free inside an ISA. Real stock ownership with no leverage — Shariah-acceptable when combined with halal stock selection.

Halal condition: Open the Invest account only. Do not enable the CFD account — CFDs involve leverage and are not Shariah-compliant.

Open Trading 212 Invest Account

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.