OCR: Create Portfolios from PDFs
complete
Conor MacNeil
complete
Conor MacNeil
Hey folks, PDF Statement Upload is now live in production. You can import a brokerage statement in PDF format to create a Client Portfolio. This allows you to upload data without entering holdings manually.
When creating a portfolio in Client Portfolios, the option for PDF upload will be there now. I have shared our documentation on how this works.
Conor MacNeil
Hey all, we have a beta available for this feature as we test it before release. If anyone is a current Advisor Pro member and based on the US, feel free to contact me at conor.macneil@koyfin and we can set you up with beta access.
Conor MacNeil
Merged in a post:
OCR Scanning or Statement Recognition
P
Prospective Impala
Unsure if this is in the plans for Koyfin or not. Have you all considered using an OCR scanning system to eliminate the manual process of inputting 100s of holdings for a prospect? Obviously, it is easy if given an excel spreadsheet. However, it more often than not seems to be we receive statements. Thank you!
Conor MacNeil
Hey Ian, we are working on this right now actually and have a beta active for Advisor Pro users (we are testing this with Client Portfolios).
I am going to merge your ticket with our ticket for this and you will be updated when it's rolled out (soon). It's current status is 'in progress'.
Conor MacNeil
in progress
Conor MacNeil
planned
Conor MacNeil
Merged in a post:
Import PDF statements
D
Devoted Roadrunner
Using currently available AI, add the ability to import a portfolio from a prospects statement to create the portfolio in Koyfin for analysis and reporting.
Conor MacNeil
Hey Allen, working on it :)
Conor MacNeil
under review
Load More
→