Add purchase

When Gemini is configured, it extracts the details; otherwise a local parser is used. Pasted email text is sent to Google only when Gemini is configured.
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Enter the NAV or the units from your contract note and the other is worked out. Look up NAV for this date

Bulk import from CAS

Upload a detailed CAMS CAS PDF. It is decrypted and parsed locally using its transaction table layout; the PDF and password are not sent to Gemini or retained.

Fund