Know your Zakat. Track your purification. See your UK tax position. All in one spreadsheet — already built, just enter your numbers.
Most Muslim investors guess. This removes the guesswork.
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Most Muslim investors never calculate their Zakat on stocks.
Not because they don't want to — because it's genuinely confusing. Nisab thresholds, purification percentages, CGT allowances. This spreadsheet does all of it for you. Fill in the yellow cells, the rest is automatic.
Each tab is pre-built with formulas — no setup required.
Your 5-Step Setup Guide
Opens to a personal onboarding page. Know exactly what to fill in first, in what order, and why — no confusion, no guesswork.
Your Full Financial Picture
Total portfolio value, gain/loss, zakat due, and purification — all auto-calculated the moment you update your holdings.
Track Every Investment
Enter symbol, quantity, buy price, and current price. Gains go green, losses go red — automatically. Includes a Halal status dropdown with dropdown validation.
Know Your Zakat Exactly
Add your cash, gold/silver, and debts. Portfolio value is pulled in automatically from your Holdings Log. Zakat (2.5%) only calculates if you exceed the nisab — just like it should.
Never Miss a Purification
Enter dividends received and the haram revenue percentage per stock. The exact amount to donate to charity is calculated for you — no mental arithmetic needed.
Maximise Your Tax Allowances
CGT (£3,000 allowance), dividend tax (£500 allowance), ISA (£20k), and SIPP relief — all for 2025/26. See exactly where you stand before the tax year ends.
You're already ahead of most investors.
The fact that you're here — thinking about Zakat on investments, purification, and halal compliance — puts you in a very small group. This spreadsheet makes it easy to act on that intention.
What exactly do I get?
A premium Excel spreadsheet (.xlsx) with 6 pre-built tabs: Start Here, Dashboard, Holdings Log, Zakat Calculator, Purification Tracker, and UK Tax Estimator. All formulas are already set up — you just enter your numbers.
Do I need any special software?
No subscription needed. It works in Microsoft Excel (any version from 2016 onwards) and LibreOffice Calc (free). Just download and open.
Is this a subscription?
No — one-time payment of £9.99. You own it forever, including any future updates we release.
I'm not great with spreadsheets. Will I manage?
Yes. The "Start Here" tab walks you through exactly what to fill in, step by step. The coloured cells show you what to type vs what auto-calculates. Most people are set up in under 10 minutes.
Can I get a refund?
Yes — 14-day money-back guarantee, no questions asked. If it doesn't work for you, just email us.
One-time £9.99 · No subscription · Instant download