import_extract_csv
Import CSV from XP Investimentos to update portfolio positions. Re-importing the same file updates existing data without duplicates, returning counts, warnings, and a preview of parsed positions.
Instructions
Import a CSV exported from XP Investimentos (Posicao Consolidada, Extrato). Idempotent: re-importing the same file updates existing positions instead of duplicating. Returns counts, warnings, and a preview of the first 5 parsed positions.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| file_path | Yes | Absolute path to a CSV exported from XP (Posicao Consolidada, Extrato, etc.). |