Pull Ativo, Valor Total, and Saldo from a NuInvest or Íon Screenshot
Manually figuring out which “Saldo” is your portfolio value, your available balance, or your Nubank checking account takes checking three different in-app screens — the AI reads each one as a distinct field in about 5 seconds.
5-10s per screenshot · Up to 99% accuracy on printed text
What You Can Pull from a NuInvest or Íon Investment Screen
With Custom Column Extraction, you name the fields and the AI reads each by its financial meaning — whether the source is a NuInvest PDF trade slip or an Íon mobile card interface.
PETR4, VALE3 — Brazilian codes encode the company and share class in one string. The AI reads the full identifier as a structured value, not a fragmented token.
The full BRL amount for each trade — prominent on Íon's card UI or tabulated in the NuInvest PDF. The AI reads it by financial context, not label position.
Íon shows Saldo Total (total value), Saldo Disponível (available), and potentially banking Saldo on the same screen. The AI routes each by its label and context.
Portfolio performance as a percentage — today's change, monthly, or cumulative. The AI reads the label to distinguish which period it refers to.
Why Context Matters More Than Coordinates on a Blended Banking-and-Investment Screen
Unlike XP/Rico's standalone brokerage note PDFs, NuInvest and Íon sit inside the Nubank banking ecosystem — the same app shows investments, credit card bills, and checking balances on interleaved screens. The challenge is not “too much data” but “blended contexts.”
“Saldo” Means Three Things on the Same App
Íon shows portfolio value, available trading balance, and Nubank checking balance — all potentially labelled “Saldo.” A generic tool returns the first number it finds matching the word, not the one you need for your journal.
Investment Data Shares a Screen with Banking Info
Íon is an investment section inside the broader Nubank app — credit card transactions, PIX history, and loan offers all appear on nearby screens. An extraction tool reading by coordinates risks pulling a credit card charge into your portfolio spreadsheet.
Card UI Minimizes Text Labels
The clean card-based design shows fewer textual clues than a traditional operations table. Terms like “Valor Total” or “Rentabilidade” appear as minimal subheadings — easy for a human but ambiguous for position-based OCR with no label to anchor on.
Distinct Saldo Columns by Screen Context
Define Saldo Total, Saldo Disponível, and Conta Corrente as separate columns. The AI reads the label next to each number and routes by context — not just by matching the word “Saldo.”
Banking vs Investment Filtering by Financial Role
The AI reads the entire screen and identifies which data belongs to the portfolio versus banking by understanding financial context. A PIX transfer value does not go into your Valor Total column — the AI recognises it as a money movement, not a trade.
Portuguese Terminology Understood by Meaning
Whether the label is “Valor Total,” “Rentabilidade,” or “Saldo,” the AI reads by financial role, not by English translation. The same column schema processes NuInvest's regulated PDF language and Íon's minimalist card labels — because the AI knows what each Portuguese term means in a B3 context.
From NuInvest or Íon to a Tax-Ready Trade Journal
If you hold investments across both NuInvest trade slips and Íon's in-app portfolio, here is what the extraction workflow looks like:
Upload the trade slip or portfolio screenshot
Drop a NuInvest PDF from the Nubank app or an Íon portfolio screenshot. PNG, JPG, or PDF — all formats accepted in one batch. Upload one trade or an entire month's worth together.
Name columns in English or Portuguese
Define Ativo, Valor Total, Saldo Total, Saldo Disponível, and Rentabilidade. Add a Computed Column like Net Position (Valor Total - IRRF) to calculate post-tax values during extraction.
Export a consolidated spreadsheet
Download one XLSX or CSV with a row per trade and your columns as headers. If you batch NuInvest and Íon alongside XP/Rico trade records, every Brazilian broker is in one file — ready for your journal or DARF calculation.
When NuInvest and Íon Extraction Works Best — and Where to Double-Check
The card-based UI of these Nubank platforms produces clean screenshots — but the blended banking context creates unique edge cases.
When It Works Best
Standard NuInvest PDF trade slips. B3-regulated format with full operations table — field accuracy reaches up to 99%.
Full-screen Íon portfolio captures. Saldo Total, Rentabilidade, and positions all in one frame give the AI full context for accurate classification.
Cross-broker batch consolidation. One column set works across NuInvest, Íon, XP, and US brokers — every platform in a single spreadsheet.
When to Be Cautious
Cropped screenshots that miss the Saldo label. Without the label context, the AI cannot distinguish Saldo Total from Saldo Disponível. Capture the full card including its heading.
Compressed images via messaging apps. Small label text and % symbols degrade first under compression. Spot-check Saldo labels if the image was shared through WhatsApp.
Pre-Nubank Easynvest legacy PDFs. Older trade slips may use a different layout. Core fields (Ativo, Valor Total) remain reliable, but verify the IRRF section.
Frequently Asked Questions
Can I extract Ativo, Valor Total, and Saldo from a NuInvest PDF or Íon screenshot?
Yes. Define columns for Ativo, Valor Total, Saldo Total, and Saldo Disponível. The AI reads Portuguese B3 terminology by semantic meaning — the same column schema works whether the source is a NuInvest PDF trade slip or an Íon mobile screenshot. The key advantage is context: the AI knows the difference between portfolio balance and checking balance because it reads the surrounding UI, not just the word “Saldo.”
How does the AI distinguish Saldo Total from Saldo Disponível?
The AI reads the label adjacent to each figure. Saldo Total reflects current market value of all positions. Saldo Disponível shows how much is available for new trades, excluding pending or unsettled amounts. Define both as distinct columns and the AI routes each value by its label. For best results, capture the full Íon screen so both labels are in frame.
Can I batch NuInvest and Íon alongside XP/Rico and US brokers?
Yes. Define one set of columns — Ativo, Valor Total, Saldo — and the AI processes NuInvest PDFs, Íon screenshots, XP/Rico notas, and Robinhood confirmations using the same definitions. Each document becomes one row regardless of platform. Brazilian asset codes (PETR4) and US tickers (AAPL) populate the same Ativo column because the AI reads both as asset identifiers.
Can I extract Rentabilidade (returns) from the Íon dashboard?
Yes. Íon shows today's change, month-to-date, and cumulative returns prominently on the main dashboard. Define a column for Rentabilidade and the AI reads the percentage value next to each period label. Add a Computed Column to convert the percentage into an absolute BRL return using the Saldo Total value — no manual math between screenshots.
Is accuracy different between NuInvest's PDF trade slips and Íon's mobile screenshots?
Both are reliable but differ in structure. NuInvest's B3-regulated PDFs display machine-rendered text in a structured operations table — up to 99% accuracy for Ativo, Valor Total, and fees. Íon's cards show fewer fields in large, high-contrast text — also highly accurate. The main difference is context risk: Íon's blended UI means a quick scan of your first few output rows confirms that values landed in the correct column (Saldo vs Conta Corrente).
Deep dives into trading and investment screenshot extraction: General screenshot extraction guide with a dedicated trading and investment logs section · Batch processing app screenshots into a structured spreadsheet
For extracting data from other Brazilian and global trading platforms, see the Trading & Investment Screenshots hub — covers Robinhood, Coinbase, Binance, Webull, eToro, Zerodha, Groww, XP, and NuInvest.