import_xperformance_pdf
Import XP portfolio data from an XPerformance PDF, extracting asset positions, totals, and reference date. Re-importing the same file updates existing positions.
Instructions
Import the XPerformance PDF (XP's official portfolio report). Extracts patrimônio total, reference date, and per-asset position rows (quantity, market value, %allocation, indexer, maturity). Idempotent: re-importing the same file updates existing positions. Returns import counts, warnings, and a preview of up to 10 positions.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| file_path | Yes | Absolute path to the XPerformance PDF (XP's official portfolio report). |