Features

The flagship feature of PureInvest. Our purification calculator determines the exact amount you need to donate to charity based on each stock's impure revenue percentage and your dividend income.

• Takes into account each stock's impure revenue percentage from the latest financial filings
• Calculates precise purification amounts based on your actual dividend income
• Purification donations are tax-deductible in the United States and Canada
• Transforms a complex manual process into a single, automated calculation

Every stock is screened against the AAOIFI Shariah Standard No. 21 using a rigorous two-tier process: a business activity screen followed by a financial ratio screen.

• Business activity screen excludes companies with impermissible core operations
• Financial ratio screen checks interest-bearing debt, interest-earning assets, and impure income thresholds
• Clear compliance verdicts: Compliant, Audit Required, or Non-Compliant
• Based on quantitative thresholds — no subjectivity in our screening process

Real-time monitoring of your portfolio's Shariah compliance status. See at a glance which holdings are compliant, which need attention, and what actions to take.

• Visual breakdowns of compliant vs non-compliant holdings
• Portfolio-level compliance score updated as financial data changes
• Actionable recommendations when a holding's status changes

Complex compliance reports explained in plain language. Our AI analyzes quarterly financial filings and translates them into clear, actionable summaries.

• Natural language explanations of compliance factors and potential issues
• Automated analysis of quarterly financial filings as they are published
• Highlights key changes that could affect a stock's compliance status

Stay ahead of compliance changes. Get notified when a stock in your portfolio loses its compliance status due to new financial data or changes in business activities.

• Instant notifications when a stock's compliance status changes
• Ahead-of-cycle alerts before major financial reporting deadlines
• Customizable alert preferences for the stocks you care about

Generate audit-ready documentation of your purification amounts. Track cumulative purification for annual tax filings and charitable deduction records.

• Downloadable reports with per-stock purification breakdowns
• Cumulative tracking across the full tax year
• Ready for submission with charitable deduction tax filings