Active Drafts
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Need Review
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Updates Present
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Locked / Published
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Client Recommendations & Drafts
1:1 advisor-assigned accounts and active portfolio versions
| Customer ID | Draft Name | Direction | Version | Total Capital | Asset Split (Eq / Sukuk / Cash) | Status | Last Updated | Actions |
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| Loading active drafts... | ||||||||
Client & Allocation Inputs
New DraftAnonymized client ID. Zero PII stored.
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Sharia-Compliant Screen
Enforce AAOIFI Standard 21
Strategic Asset Allocation
v1 Active
Equities Tilt
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Bonds / Sukuk
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Cash Reserve
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Recommended Securities & Positions
Screened and ranked by Google Sheet Controller multi-factor algorithm
| Security | Type | Weight % | Allocated (USD) | Live Price | Factor Score | Suitability & Risk Rationale |
|---|---|---|---|---|---|---|
| Click "Calculate Recommendation" or select a draft from Overview. | ||||||
Advisor editable prior to publication
Draft is Editable
Side-by-Side Version & Direction Comparison
Analyze allocation differentials and asset position shifts between any two draft versions
Equities Delta
0%
Bonds / Sukuk Delta
0%
Cash Reserve Delta
0%
Version A
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Version B
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Google Sheet Controller & Approved Catalog
Live SyncedEdit rules, scoring formulas, and approved instruments directly in Google Sheets without code deploys
US 10-Yr Benchmark
^TNX
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Fixed income hurdle rate
Cash Hurdle Rate
^IRX
--%
13-Week US Treasury Bill
KSA Sovereign Sukuk
9403.SR
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Albilad Sovereign Sukuk ETF
Global Sukuk ETF
SPSK
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Dow Jones Global Sukuk
Approved Primary Product Universe
| Ticker | Security Name | Type | Exchange | Country | Live Price | P/E | Div Yield | Sharia Status |
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Total Audit Logs
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Events Today
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Locked Portfolios
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Scheduled Scans
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Immutable Compliance Audit Log
Cryptographically verifiable timeline recording recommendations, locks, scans, and user provisioning
| Timestamp (UTC) | Actor & Role | Action | Target Entity | Target ID | Audit Details & Metadata |
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| Loading live audit events... | |||||
Provisioned Accounts
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Wealth Advisors
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System Admins
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Active Accounts
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User Accounts & Advisory Permissions
System Admin provisioning console. Advisors hold advisory authority; Admins manage infrastructure and audit integrity.
| User Account | Email Address | System Role | Account Status | Assigned Client Accounts | Provisioned Date | Actions |
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