Capital OS

EXCEL IMPORT

Your Excel history belongs in Capital OS.

Bring years of capital history from Excel into Capital OS while preserving assets, liabilities, currencies, and historical snapshots.

See the three steps

Your original workbook remains unchanged. Review the converted file before importing.

◷

Keep your history

Carry forward dated snapshots instead of starting from zero.

▦

Keep the full picture

Assets, liabilities, currencies, and values stay structured.

✓

Review before import

Check totals and dates before anything reaches Capital OS.

A SIMPLE, GUIDED IMPORT

Your Excel → AI → Capital OS.

Use an AI assistant to prepare a separate import workbook. No changes are made to your original file.

  1. 1

    STEP 1

    Download two files

    These files give an AI the exact rules and reference structure for a Capital OS import.

    📄AI Conversion Instructions.txtDownload📊Capital OS Example.xlsxDownload
  2. 2

    STEP 2

    Open ChatGPT, Claude, or another AI

    Upload three files: your Excel workbook and both downloads from Step 1. Then send this request.

    Ready-to-copy AI request
    I want to move my capital history from my Excel file to Capital OS.

I attached 3 files:
1. My original Excel workbook with my financial data.
2. CAPITAL_OS_AI_CONVERTER_PROMPT.txt — the conversion rules.
3. CAPITAL_OS_AI_CONVERSION_EXAMPLE.xlsx — the required format.

Please follow the instructions file, use the example as a structural reference, and create a NEW .xlsx file ready for “Import Capital OS”. Do not change my original file. If any dates, currencies, balances, or liabilities are unclear, ask me before guessing. Check the new workbook and tell me what was imported.

    Show complete AI conversion instructions

    These instructions are in English and are intended for the AI, not for manual editing.

  3. 3

    STEP 3

    Import into Capital OS

    Download the converted Excel file. Check the totals and dates, then open Capital OS and choose:

    Capital OS → Import Capital OS

    Only complete the import when the preview matches the important values in your original workbook.