Use a holdings export or statement from the account you want to analyze. A CSV should identify each asset, quantity and currency; include the account and statement date where available. If prices are supplied, say which currency and date they belong to.

For a PDF, prefer an original text-readable statement. Scanned, image-only or encrypted documents may not be readable with the available parser or OCR. If important pages cannot be read, provide a clearer export rather than accepting a guessed position.

• Include the whole relevant holdings section, not only a page of totals.
• Remove unnecessary personal identifiers while retaining the context needed to interpret the holdings.
• Never put passwords, API keys, private keys or seed phrases in an uploaded file.

Vivi’s file-import flow accepts a batch of up to 10 files, with a 50 MB limit per file and up to 1,000 normalized holding or cash rows in a preview. You can combine readable files from different accounts; supported reading depends on the file contents and available parsing tools.

Ask Vivi to extract holdings and prepare an import preview. The preview keeps references to the original file and relevant page, sheet or row. A file that cannot be read should be identified or explicitly excluded, not silently omitted.

Check the asset identity, quantity, account, currency and date against the original source. Resolve duplicated files, repeated positions or conflicting dates before importing.

Missing prices should remain missing. Non-USD statement values are kept in their original currency and are not silently added to a dollar total. Only the holdings you confirm in the preview are added; the AI cannot confirm the import for you.

• Does each file appear in the preview or have a clear exclusion reason?
• Are fund units, stock shares, crypto quantities and cash amounts interpreted correctly?
• Do any rows duplicate a position already represented by another file?

Treat the imported holdings as a snapshot. A new trade in your broker account does not update a previously imported statement. Before a later analysis, check whether the snapshot still describes your holdings and whether usable prices are available.