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

Family Wealth Timeline and scenario assumptions for household progress 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.

Open Wealth Opportunities Inbox Try sample family dashboard

Data mode

Mock read-only

Section insights

1 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.

Projection

Family Freedom Score: 18%

ConfidenceLow

This compares tracked household wealth with a user-set target. The projection is a scenario, not a promise or instruction.

Show Working

Data used

Tracked wealth: £54,000
User-set target: £300,000
Scenario: £750 monthly, 4% annual growth for 10 years

Formula

Score = tracked wealth / target wealth x 100

Calculation

£54,000 / £300,000 x 100 = 18%; scenario value after 10 years = £190,942.27

Assumptions

Target is user-defined
Future value uses monthly compounding and end-of-month contributions
The growth rate is an assumption for comparison only

Missing data

Inflation preference
Household expenses
Other assets and debts

Safe next step

Adjust the target and assumptions to simulate different household scenarios.

Future Scenario Lab · Family CFO preview

Simulate your family Freedom Number

Adjust the assumptions to explore a scenario. This is a projection based on your assumptions — not a guarantee, forecast or recommendation.

Freedom Number (£)Monthly contribution (£)Assumed annual growth (%)Years to project

Family Freedom Score

18%

Projected value (10 yr)

£190,942.27

Assumed growth added

£46,942.27

Show Working

Data used

Tracked wealth: £54,000.00
Freedom Number: £300,000.00
Monthly contribution: £750.00
Assumed annual growth: 4%

Formula

Score = tracked wealth / Freedom Number x 100. Projection compounds monthly with end-of-month contributions.

Calculation

£54,000.00 / £300,000.00 x 100 = 18%; projected value after 10 years = £190,942.27

Assumptions

Growth rate is a flat assumption for comparison only
Contributions are added at the end of each month
Inflation, fees, taxes and withdrawals are not modelled in this preview

Missing data

Household expenses
Other assets and debts
Inflation preference

Safe next step

Adjust the assumptions to compare scenarios. Discuss any plan with a qualified adviser.

Simulate your family Freedom Number

Adjust the assumptions to explore a scenario. This is a projection based on your assumptions — not a guarantee, forecast or recommendation.

Freedom Number (£)Monthly contribution (£)Assumed annual growth (%)Years to project

Family Freedom Score

18%

Projected value (10 yr)

£190,942.27

Assumed growth added

£46,942.27

Show Working

Data used

Tracked wealth: £54,000.00
Freedom Number: £300,000.00
Monthly contribution: £750.00
Assumed annual growth: 4%

Formula

Score = tracked wealth / Freedom Number x 100. Projection compounds monthly with end-of-month contributions.

Calculation

£54,000.00 / £300,000.00 x 100 = 18%; projected value after 10 years = £190,942.27

Assumptions

Growth rate is a flat assumption for comparison only
Contributions are added at the end of each month
Inflation, fees, taxes and withdrawals are not modelled in this preview

Missing data

Household expenses
Other assets and debts
Inflation preference

Safe next step

Adjust the assumptions to compare scenarios. Discuss any plan with a qualified adviser.