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

Tax Intelligence Centre for gains, dividends, allowances and record-keeping review points.

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

3 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.

Records check

£420 dividends in taxable accounts

ConfidenceHigh

Zeenox split recorded dividends by wrapper. Dividends in taxable accounts (outside ISA and pension wrappers) may be useful to review for record-keeping and possible tax reporting.

Show Working

Data used

4 mock dividend rows
Wrapper labels: ISA, GIA and unknown
Dividend amounts in GBP

Formula

Taxable-account dividends = GIA dividends + unconfirmed-wrapper dividends. ISA and pension (SIPP) dividends are treated as sheltered and excluded.

Calculation

£300 GIA + £120 unknown = £420 in taxable accounts; £185 is held in ISA or pension wrappers

Assumptions

Unknown wrapper rows are treated as taxable until confirmed
ISA and pension (SIPP) dividends are treated as sheltered from dividend tax

Missing data

Dividend tax vouchers
Confirmed wrapper for unknown rows
Other income and allowance details

Safe next step

Compare the split with broker statements and mark any unknown wrappers.

Records check

£7,200 ISA allowance remaining

ConfidenceHigh

The mock 2026/27 ISA contribution records show £12,800 used against a £20,000 sample allowance, leaving £7,200 to review.

Show Working

Data used

2026/27 mock ISA contribution rows
Sample annual allowance: £20,000

Formula

Remaining ISA allowance = annual allowance - contributions in the tax year

Calculation

£20,000 - (£9,000 + £3,800) = £7,200

Assumptions

The sample uses a £20,000 annual allowance
Only contributions dated from 6 April 2026 to 5 April 2027 are counted

Missing data

Transfers, withdrawals and flexible ISA replacement details
Other providers not in the mock data

Safe next step

Compare the contribution list with each ISA provider before making any personal decision.

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.

Wealth Intelligence

Tax Intelligence Centre for gains, dividends, allowances and record-keeping review points.

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

3 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.

Records check

£420 dividends in taxable accounts

ConfidenceHigh

Zeenox split recorded dividends by wrapper. Dividends in taxable accounts (outside ISA and pension wrappers) may be useful to review for record-keeping and possible tax reporting.

Show Working

Data used

4 mock dividend rows
Wrapper labels: ISA, GIA and unknown
Dividend amounts in GBP

Formula

Taxable-account dividends = GIA dividends + unconfirmed-wrapper dividends. ISA and pension (SIPP) dividends are treated as sheltered and excluded.

Calculation

£300 GIA + £120 unknown = £420 in taxable accounts; £185 is held in ISA or pension wrappers

Assumptions

Unknown wrapper rows are treated as taxable until confirmed
ISA and pension (SIPP) dividends are treated as sheltered from dividend tax

Missing data

Dividend tax vouchers
Confirmed wrapper for unknown rows
Other income and allowance details

Safe next step

Compare the split with broker statements and mark any unknown wrappers.

Records check

£7,200 ISA allowance remaining

ConfidenceHigh

The mock 2026/27 ISA contribution records show £12,800 used against a £20,000 sample allowance, leaving £7,200 to review.

Show Working

Data used

2026/27 mock ISA contribution rows
Sample annual allowance: £20,000

Formula

Remaining ISA allowance = annual allowance - contributions in the tax year

Calculation

£20,000 - (£9,000 + £3,800) = £7,200

Assumptions

The sample uses a £20,000 annual allowance
Only contributions dated from 6 April 2026 to 5 April 2027 are counted

Missing data

Transfers, withdrawals and flexible ISA replacement details
Other providers not in the mock data

Safe next step

Compare the contribution list with each ISA provider before making any personal decision.

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.