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

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, you can manually map the asset on the preview screen by clicking on its name and selecting the correct asset. AI will remember your choice for future imports.

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

Here's a video demo of AI Import