AI Import for Cash Flow

After the asset is created, you can Import the Cash Flow entries from documents and screenshots.

When in the Asset Details > Returns > Cash Flow screen,

1. Click AI Import > Upload a PDF, CSV, or Screenshot containing the cash flow or buy & sell transactions for the asset.
2. Kubera AI will scan the file, extract relevant data, and convert it into Kubera’s format.
3. Review the extracted details, make sure the entries are mapped to the correct asset > Click on the green Import x rows button

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.