Connectivity

Upload statements or screenshots, review extracted rows, and commit accepted assets, debts or transactions into the portfolio.

Use AI Import for broker statements when you have many listed positions or want source-backed portfolio rows.

Extract bank balances or cash-account rows from a statement without treating every transaction as current net worth.

Create controlled portfolio links for external review with selected scope and expiry.

Create a scoped, expiring external review link without inviting the recipient into the whole account.

Upload a mixed statement, PDF, CSV or screenshot when the exact import type is unclear.

Check extracted assets, debts and transactions before they become live portfolio records.

Correct extracted row fields before committing them into Assets, Debts or Transactions.

Move reviewed import rows into the live portfolio after checking scope and confidence.

Handle failed extraction, low confidence or rows that cannot be mapped safely.

Extract NAV, commitment, called capital, unfunded commitment and valuation date from private investment reports.

Extract token holdings from exchange statements, wallet exports or screenshots.

Use appraisal documents, invoices or market estimates to create or update real asset records.

Extract rental income, platform fees, utilities, repairs and mortgage payments linked to a property.

Extract balances, rates, maturity, payment and issuer details from mortgage, loan or credit card statements.

Choose whether a portfolio share link includes summary, assets, liabilities or narrower review context.

Control how long an external portfolio share link remains usable.

Disable an external portfolio link before its expiry when access should end immediately.

Access a shared portfolio link using the provided token and security gate.

Generate CSV exports for summary, assets, liabilities or allocation review in spreadsheet tools.

Generate a workbook with separate sheets for portfolio summary, assets, liabilities and allocation.

Generate a polished statement view for owner, family or advisor discussion.