Nucleus AI Workflow 2 — Build a Portfolio w Statement Capture

A product walkthrough of Nucleus, Nitrogen's agentic AI tool, showing how an uploaded client statement (PDF, CSV or image) is turned into a populated portfolio. The demo covers confirming the action before Nucleus proceeds, extracting holdings by dollar amount, shares or percentage, comparing the raw statement with the finished portfolio, and reviewing diversification, risk and potential reward, including how the 95% Historical Range is calculated. It also notes that client tax returns can be uploaded through Nucleus when relevant to planning.

1. Nucleus creates a portfolio from an uploaded statement in PDF, CSV or image form
2. The tool asks for confirmation before taking action, so the advisor stays in control
3. Holdings can be added by dollar amount, shares or percentage
4. The video compares the raw statement with the completed portfolio and explains how the 95% Historical Range is calculated