Uploading Documents

Upload your financial documents to get more personalized advice from our AI agents.

Supported File Types

• PDF (.pdf) - Statements, tax returns, reports
• Word (.docx) - Financial plans, notes
• Excel (.xlsx) - Budgets, calculations
• CSV (.csv) - Transaction exports
• Text (.txt) - Plain text files

File Size Limits

• Maximum file size: 10MB per file
• Free tier: Up to 5 documents
• Premium: Up to 50 documents

How to Upload

1. Go to Settings → Agent Configuration → Knowledge
2. Click "Upload Document"
3. Select your file
4. Choose which agent(s) should access it
5. Wait for processing to complete

Document Types to Upload

For Warren:

• Bank statements
• Budget spreadsheets
• Investment account statements
• Loan documents

For Charlie:

• Tax returns
• 1099 forms
• W-2s
• Business expense reports

For Elizabeth:

• Portfolio statements
• Stock research reports
• Investment prospectuses

Privacy & Security

All documents are:

• Encrypted at rest and in transit
• Only accessible by you
• Never shared with third parties
• Deleted when you delete your account