AI Import: Add & Update assets & debts from documents & screenshots
Add Assets & Debts
Having trouble connecting your online accounts? Let Kubera AI assist you.
- Click Add Asset > AI Import > Upload a PDF, CSV, or Screenshot containing your asset or debt details with their latest values.
- Kubera AI will scan the file, extract relevant data, and convert it into Kubera’s format.
- Review the extracted details, make any necessary edits, and seamlessly add them to your portfolio.
Update Assets & Debts
AI Import helps you update your manually tracked assets.
- 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.
AI Import automatically maps assets in your document to existing manual assets in your portfolio if the name or ticker matches. If it can't find a match or if it mapped to a wrong asset, you can correct it by clicking on the asset name on the preview screen and pointing it to the right asset in your portfolio. AI will remember your choice for future imports.
Once the asset is added, you can import its cash flow also using AI Import.
Note: AI Import does not modify connected accounts—it only updates the value of manually tracked assets and debts.
Here's a video demo of AI Import