Mizan

Reviewed 1d ago.

• tools: 6 tools scanned
• metadata: scanned

No findings.

Tools (6)

• screen_company

  Screen one company against all four standards. Returns a 'say' sentence, the live price, the consolidated share count, the filing figures used, the business screen per standard ('business': main_business, by_standard pass/fail/review, excluded_under), and each standard's ratio, threshold and verdict. In each screens entry, 'compliant' is the overall verdict (false when that standard excludes the company's business, null when the business needs a closer look) and 'debt_compliant' is the debt test alone. Verdicts within one percent of a threshold are flagged borderline. A company name (for example nvidia) also works.

• list_standards

  The four standards, their denominators and thresholds. Screens a US-listed company against four published Shariah equity standards (AAOIFI, Dow Jones Islamic Market, S&P Shariah, MSCI Islamic), first on its business (prohibited industries each standard excludes) and then on its debt, using live...

• purify_dividend

  How much of a dividend to give to charity. Returns the company's purification ratio (interest income over total revenue, from its latest 10-K that reports interest income; 'latest_annual_filing' and 'note' say when that is older than the latest 10-K) and, if a dividend amount is given, the amount to give to charity. For a company whose main business every standard excludes, 'business_screen' explains that purification does not make it permissible.

• find_halal_alternatives

  Halal alternatives to a holding. Companies Mizan covers in the same industry (or the nearest related one) whose business is permitted and whose debt passes all four standards at the last quarter-end, largest first, plus Shariah index funds for US and UK investors. Screen a pick live with screen_company before buying.

• screen_portfolio

  Screen a whole portfolio. Screens up to 15 holdings under all four standards and returns the share of the portfolio that is compliant under each, the holdings that fail, and a combined dividend purification ratio.

• calculate_zakat

  Zakat owed on cash, gold, silver, shares and business stock, using live gold and silver prices.