Portfolio performance at your fingertips
The portfolio manager
Portfolio manager is your all-in-one tool for managing and optimizing your Halal and sustainable portfolio. Track performance, benchmark stocks, and optimize returns - all while ensuring your portfolio stays aligned with ethical principles.
Effective portfolio management is key to long-term success. The Portfolio Manager offers:
- Benchmarking performance: Compare your portfolio's growth and returns against customized benchmarks and watchlists.
- Planned vs. actual indicators: Track and adjust your strategy by comparing projected returns with actual outcomes.
- Income purification & Zakat calculation: Identify non-Halal income, purify it, and calculate Zakat to ensure ethical compliance.
This feature empowers you to maximize returns while upholding your ethical standards, giving you control over your portfolio's performance and alignment with Halal requirements.
Seamless integration for total control
Portfolio manager integrates with Stock Sheets and the Top-Rated Stocks Dashboard to provide holistic portfolio management. Stay informed, refine your strategy, and confidently align your investments with your goals.
Empowering people who invest in values.
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