AI Import: Add & Update assets & debts from documents & screenshots

Add Assets & Debts

Having trouble connecting your online accounts? Let Kubera AI assist you.

1. Click Add Asset > AI Import > Upload a PDF, CSV, or Screenshot containing your asset or debt details with their latest values.
2. Kubera AI will scan the file, extract relevant data, and convert it into Kubera’s format.
3. Review the extracted details, make any necessary edits, and seamlessly add them to your portfolio.

Update Assets & Debts

• Click the three-dot menu on an asset > AI Import > Upload an updated version of your file.
• Or, simply drag and drop a file anywhere on the app or paste it from your clipboard to start AI Import instantly.

Note: AI Import does not modify connected accounts—it only updates manually tracked assets and debts.

AI Import is exclusive to Kubera Black users. You will be able to import data from documents and screenshots during the trial period but if you don’t subscribe to Kubera Black you will lose access to this feature.