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
•
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
•