Fast guided asset intake from a statement

Exchanges use different symbols for the same asset, so an imported statement can be ambiguous. A confirmation step now resolves those cases before the assets land in the portfolio, showing how each one was matched, and takes fewer steps to turn a statement into a portfolio. Imported assets remain editable afterwards.

2026.36.4

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Fast guided asset intake from a statement

Exchanges use different symbols for the same asset, so an imported statement can be ambiguous. A confirmation step now resolves those cases before the assets land in the portfolio, showing how each one was matched, and takes fewer steps to turn a statement into a portfolio. Imported assets remain editable afterwards.

2026.36.4

•