Charitable Allocation Dashboard

Automatically calculate recommended charitable contributions from your ethically screened portfolio returns.

Why Charitable Allocation?

Even in a carefully screened portfolio, some holdings may earn a small percentage of revenue from impermissible sources while still passing the AAOIFI 5% threshold. The principled approach is to donate the proportional impermissible component of your returns to charity — "purifying" your income. Nucore automates this calculation.

How the Calculation Works

For each holding in your portfolio:

1. Nucore retrieves the current impermissible revenue percentage from the screening database
2. This percentage is applied to your realized gain (or estimated annualized return) from that holding
3. The resulting amount is the recommended charitable allocation for that holding
4. All holdings are summed to produce your total recommended annual contribution

Formula

Allocation = Gain × (Impermissible Revenue % / 100)

Example

Stock: Example Corp
Impermissible revenue: 2.3%
Your gain: $1,000
Recommended allocation: $1,000 × 0.023 = $23.00

Dashboard Features

• Per-holding charitable allocation breakdown
• Running annual total with year-to-date tracking
• Historical allocation log (90 days Individual / 180 days Institutional)
• CSV export for your records
• Automatic updates when impermissible revenue percentages change

Important Notes

Nucore calculates and tracks — we do not process donations or direct funds on your behalf. Where you donate is your personal decision. The platform does not provide tax advice; consult a qualified tax advisor regarding the deductibility of your charitable contributions.

Stocks with 0% Impermissible Revenue

If a holding has 0% impermissible revenue (it passed all screens with no impermissible income at all), no charitable allocation is required. Your returns from that holding are fully permissible.