AI Import updating the wrong asset. How can I add it as a new asset?

AI Import always looks for matching names or ticker symbols in your portfolio and try to update it with the details in the document you are trying to import.

When you AI Import, after the scanning, it shows you a preview of what it is going to do in your portfolio.

You can see the Asset on File and the Portfolio location where it's going to be added.

Updating wrong asset?

If you think it's mapped to the wrong asset in the portfolio location, click on the asset name and pick the correct asset in you portfolio to update.

Not an update. Add as new asset?

If you think the asset on file has to be added as a new asset instead of updating an existing asset, you have to click on the asset name and select a location (sheet name or section name) so that they get added there as a new asset.

Once you convert the row to 'New', click on the 3dots of the row and click Copy location to rows below. This will apply the same portfolio location to all the assets on file.

Tip: If it's just one or two assets that you are tying to add, it's best to click on Add Asset and select the Enter Value Manually option and copy paste the asset name and value. So much easier and faster than going through the AI Import method. AI Import is particularly helpful when you add a bunch of things in bulk. Like a list of stock holdings form your stock portfolio. It's too much work for adding just one asset.