You can import a brokerage statement in PDF format to create a Client Portfolio. This allows you to upload data without entering holdings manually.
How to Upload a PDF Statement
- Navigate to the Client Portfolios page.
- Click + Add New in the top-right corner and select Portfolio.
3. In the creation window, choose PDF Import.
4. Upload a valid brokerage statement in .pdf format
5. After uploading, enter a name for the portfolio (this makes it easier to recognise later).
- If no name is entered, the portfolio will use the file name (excluding the .pdf extension)
Tracking Upload Status
- Portfolios that are still processing will appear in the status indicator at the top of the Client Portfolios page (next to the search bar). Click the status indicator to view which portfolios are in progress.
- You will also receive an email notification once the upload is complete.
- Statements that can be reconciled automatically, will take up to 24 hours to process.
- Accounts that require manual reconciliation, may take up to 72 hours, at which point we will notify you.
After Importing
- The portfolio will appear under the No Household section by default.
- To organize the portfolio:
- Rename the portfolio if needed.
- Reassign the portfolio to an existing Household by hovering over the row, clicking the ⋯ menu, and selecting Move to.
If you have any questions or issues, feel free to reach out to us at help@koyfin.com.