Update Your Portfolio

Whether you’re on the go or closing out a busy day, Copilot makes it effortless to keep your books current.

Natural-Language Journal Entries

• Tell Copilot what happened: “Add 5 ETH on Coinbase at $3,100” or “Move $2,500 from Schwab to Chase.” It records the transaction instantly in the right accounts.
• Copilot remembers context within the conversation—mention “Buy more of that Tesla position” and it knows which account you were using.
• Every entry lands in your portfolio history with timestamps, amounts, and institutions already filled in.

Screenshot Uploads

• Drop a brokerage statement or mobile screenshot into the app and Copilot’s ingestion service parses the holdings automatically.
• Holdings, cash balances, and tickers are matched to your existing institutions; Copilot updates positions without any manual data entry.
• Review the parsed data before applying it, and keep the upload history as an audit trail.

Less Busywork, More Momentum

• Combine chat updates with screenshots for an end-of-week sweep—Copilot reconciles everything and your dashboard reflects the latest numbers.
• The more you talk to Copilot, the more it can keep you focused on hitting the next FI milestone instead of wrestling with spreadsheets.