Connecting Sources
Add your financial data from banks, crypto wallets, or documents to build your collateral profile.
Three Source Types
NAI (Net Asset Intelligence) supports three ways to bring in your financial data. Each source type has different trust levels and verification methods, so connecting more reliable sources leads to stronger reports.
Bank Connections
Connect your bank account to automatically import account balances and investment holdings. Bank data is fetched directly from your financial institution, making it one of the most trusted source types.
Click "Add Source" → "Connect Bank"
Open the Sources hub and start a new bank connection.
Select your country
Choose your country so we can show supported banks in your region.
Pick your bank and log in
Search for your bank and sign in with your online banking credentials.
Authorize data sharing
Grant read-only access so we can pull your account information.
Accounts and holdings are imported automatically
Your balances and investments appear in your portfolio within seconds.
Crypto Wallets
Connect any EVM-compatible wallet to pull on-chain token balances. You will sign a verification message to prove ownership — no private keys or seed phrases are ever shared.
Click "Add Source" → "Connect Wallet"
Open the Sources hub and start a new wallet connection.
Select your wallet (MetaMask, etc.)
Choose the wallet provider you want to connect.
Sign the verification message
Approve the signature request to prove you own the address.
On-chain balances are fetched across multiple chains
Token holdings from supported networks appear in your portfolio automatically.
Document Upload
Upload PDFs, CSVs, spreadsheets, or images of your financial statements. Our AI reads the document and extracts individual assets so you do not have to enter them manually.
Click "Add Source" → "Upload Documents"
Open the Sources hub and start a new document upload.
Drag and drop or select files
Upload one or more files — PDFs, CSVs, XLS, or images are all supported.
AI extracts assets automatically
The system reads your document and identifies each asset, ticker, and value.
Review and confirm each extracted asset
Check the results, fix anything that looks off, and confirm to add them to your portfolio.
Source Trust Hierarchy
Not all sources are equally trustworthy. The platform assigns a quality score based on how verifiable the data is.
| Source | Quality Score | Why |
|---|---|---|
| Crypto Wallet | 100 | Cryptographically verified, on-chain, immutable |
| Bank Connection | 98 | Institution-verified via regulated API |
| PDF / CSV / XLS | 85 | Structured document, user-uploaded |
| Image (screenshot) | 45 | Low verifiability, easily edited |
Auto-Confirmed vs Pending
Bank and wallet data is auto-confirmed because it comes from verified sources. Document-extracted assets start as “pending” and need your manual review.
For each pending asset you can confirm it to accept the extracted values, edit it to fix the ticker or amount, or remove it if it was extracted incorrectly. Until you take action, pending assets are excluded from your report.
Asset Deduplication
When you upload a new document containing assets already in your portfolio, the system detects potential duplicates. It uses two matching strategies: exact ticker matching and fuzzy name matching for likely matches.
You have three options for each detected duplicate. Update existing replaces the old value with the new one. Keep both treats them as separate assets in your portfolio. Not a duplicate dismisses the match entirely.
Refreshing Sources
Bank connections auto-refresh before each report generation so your data is always up to date. You can also trigger a manual refresh anytime from the Sources hub.
If a connection goes stale — for example, your bank session expired — you will see a warning badge. Just re-authenticate to restore the connection and keep your data flowing.