Transparency
Screening Methodology
How portfolIQ collects, analyses and classifies financial assets. Every algorithmic decision is documented and audited.
The three methodology pillars
Verified raw data
Multi-exchange OHLCV aggregated into VWAP consensus. Each data point is timestamped, traceable and referenced to its primary source.
Explainable AI layer
Claude Haiku/Sonnet generates historised contextual analyses. Reasoning is stored, versioned and auditable.
AAOIFI halal screening
Classification per AAOIFI Shariah Standards No. 21 and No. 35. Thresholds documented, limits assumed, no guaranteed certification.