Before you start
Prepare the source material before starting. Imports and share links are useful only when scope, recipient and source quality are clear.
Detailed steps
Open AI Import from Assets or the import panel
Start from the screen named in the step and confirm the portfolio in the top bar before you change anything. If the wrong portfolio is selected, switch portfolios first.
Choose the general import context
Pick the option that matches the real-world record you are adding or reviewing. If two options look similar, use the one that matches the source document, not the one that makes totals look cleaner.
Upload the file and wait for extraction to complete
Use the clearest source available and review the extracted result before it becomes official portfolio data. Do not import rows you cannot verify.
Review the preview before committing any rows
Compare the screen against your source before relying on the result. Check name, value, currency, date, ownership, liquidity and whether private data should stay hidden.
Field guide
The file, statement, screenshot or link scope.
Use the most complete and recent source available.How reliable the extracted or shared information is.
Low confidence requires manual review.What sections are imported, committed or shared.
Avoid accidental disclosure or duplicate records.How long access or source relevance lasts.
Use short windows for external review links.Decision rules
What it adds
- Handles mixed source material during onboarding.
- Creates editable extracted rows without immediately changing the portfolio.
What it does not do
- Ambiguous files can produce incomplete or low-confidence rows.
- Import is not a substitute for user review.
Common mistakes
What to check
- Avoid uploading files with hidden secrets or unrelated private data.
- Split very different documents into separate imports when possible.
Entering a clean-looking value without recording where it came from.
Ignoring currency, ownership percentage or valuation date because the total appears reasonable.
Using ordinary notes for private access information.
Assuming Upload a General Import File produces advice, verification or execution beyond the workflow described here.
After you save
- Return to Net Worth and confirm totals changed as expected.
- Open Capital Review to see whether the record created, resolved or changed any review item.
- Check whether the record should affect Forecast, Investment Plan, exports or share links.
- Revisit this connectivity guide when source evidence changes.