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Document Management

InvestSync provides a secure document management system to store, organize, and access all your investment-related documents in one centralized location.

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Document Types

The platform supports various document types relevant to investment management:
  • Statements: Brokerage and account statements
  • Trade Confirmations: Records of completed trades
  • Tax Documents: Tax reports and filing information
  • Prospectuses: Investment offering documents
  • Contracts: Legal agreements
  • Research Reports: Investment research and analysis
  • Other: Any additional documents related to your investments

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Working with Documents

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Uploading Documents

Add documents to your InvestSync account:
  1. Navigate to the Documents section
  2. Click “Upload Document”
  3. Select the document type
  4. Choose the file from your device (supported formats: PDF, DOCX, XLSX, JPG, PNG)
  5. Add optional metadata (date, tags, description)
  6. Upload

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Organizing Documents

Keep your documents structured and easy to find:
  1. Create custom folders
  2. Add tags to documents
  3. Set document categories
  4. Use the search function to quickly locate specific documents

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Viewing Documents

Access your documents directly within InvestSync:
  1. Navigate to the Documents section
  2. Select the document you want to view
  3. Use the built-in document viewer to read the content
  4. Download the document if needed

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Document Processing Features

InvestSync includes intelligent document processing capabilities:

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Text Extraction

The platform can automatically extract text from PDF and image documents:
  1. Upload a document
  2. The system processes the document using OCR technology
  3. Text is extracted and made searchable

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Data Extraction

For supported document types, InvestSync can detect and extract key financial data:
  1. Upload a statement or trade confirmation
  2. The system identifies investment transactions, positions, and values
  3. You can review and import the extracted data into your portfolio

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Document Security

Your documents are protected with multiple security measures:
  • All documents are encrypted at rest
  • Access controls restrict document visibility to authorized users
  • Two-factor authentication protects your account
  • Automatic backups ensure document preservation
Always verify the accuracy of any data extracted from documents before using it for portfolio management decisions.