Testing with demo files
Testing with demo files
These sample files are named for a fictional John Smith so you can try end-to-end flows without using real data.
1. Create the John Smith entity
Before uploading, add an entity the documents can attach to:
- In chat: ask the assistant to create an entity (or person) called John Smith, or
- In the app: create John Smith wherever you manage entities in the interface.
You can still upload without an entity, but linking everything to John Smith makes it easier to see how documents group and how the product reasons about a single profile.
2. Download the demo pack
All files are available in one archive:
You can also pick individual files from the same folder if you prefer not to use the zip.
3. Upload and explore
Start with smith_investment_statement_q1_2025.pdf—it’s the best first upload if you want the workspace to pick up several positions from a single statement-style document. Add the other files afterward to layer trades, fund letters, and different formats on top.
Upload in the app, or forward documents into your shared inbox: for example, email smith_travel_zurich_london_mar2025.pdf (as an attachment) to the shared inbox address shown in your FamilyOFX inbox settings, so you can test ingest from email as well as manual upload.
Use the files to check parsing, summaries, search, and how content ties back to John Smith when the names and context match.
What each file is for
| File | What it’s useful for |
|---|---|
smith_investment_statement_q1_2025.pdf | Portfolio / statement-style PDF—start here for multiple positions, period reporting, and longer-form financial text. |
smith_trade_confirmation_gold_etf.pdf | Short, structured trade-style content—good for seeing how confirmations and instrument references are handled. |
smith_pe_ai_fund_update_q1_2025.pdf | Private markets / fund letter tone—helpful for testing narrative updates, metrics, and fund-specific language. |
smith_travel_zurich_london_mar2025.pdf | Travel / itinerary-style document—exercises dates, locations, and non-investment document types; also a natural candidate to forward from email to the shared inbox. |
smith_contextai_series_a_pitch_deck.pptx | Slide deck—tests presentation upload, slide-based structure, and startup/investment memo–style content alongside your PDFs. |
Together, the set mixes PDFs and PowerPoint so you can see how different formats behave after upload.
If you need further help, contact us.