How Zeenox screens the holdings in your Portfolio X-Ray, what each label means, and where the limits are.
Screening uses available public, company and financial data — such as company filings, annual reports and published financial ratios. Where a holding is a fund, screening may depend on the constituents the fund discloses. The result reflects the data we could access at the time, not a guarantee about the holding.
Screened as compliant under this methodology based on the available data.
Something — a ratio near a threshold, a fund that needs look-through, an ambiguous activity — means this should be reviewed before relying on it.
Based on available data, the holding does not pass the screening criteria.
There is not enough public information to screen the holding. Missing data lowers confidence in the result.
When key data is missing, a holding is labelled unknown rather than forced into a pass or fail. Your X-Ray lists exactly what was missing so you — or your adviser — can fill the gaps and review the result.
The X-Ray organises evidence and highlights areas to look into. Important decisions — Shariah rulings, tax filing, what to do with a flagged holding — may be relevant to discuss with qualified scholars, financial advisers and accountants. The report is a starting point for those conversations, not a substitute for them.
See the methodology applied to a full sample report.
View sample report →Zeenox does not provide financial, tax, legal, Shariah or investment advice. It organises portfolio evidence and highlights areas to review with qualified professionals.