2026.07.24.1 — AI Import opens a prefilled Artha chat

Add → AI Import and Import with Artha land on Artha with a product-scoped prompt ready — nothing auto-sends.

Version 2026.07.24.1 · Last reviewed 2026-07-24

Summary

  • From a type dashboard, Add → AI Import opens a new Artha chat with the composer already filled for that product (for example Help me add holding to Stocks or Help me add transaction to EPF)
  • Setup wizard Import with Artha uses the same prefilled prompt
  • The prompt is not sent automatically — edit it, attach a statement, then send when you are ready

Who it affects

  • Anyone who starts an import from AI Import or Import with Artha on a live investment type

Action required

None. Use AI Import when you want Artha scoped to the type you were viewing.

Previous2026.07.24.2 — Bulk entry spreadsheet paginates large batchesBulk Entry and Artha bulk holdings review show 50 rows per page by default, with a footer total and Save All for the full batch.Next2026.07.24 — Possible duplicate warnings on Artha reviewArtha flags staged creates that look identical to existing records or other rows in the same batch — advisory only.