An import that is not limited to one broker
Brokers do not all use the same column names or security symbols. AInvestor analyzes the file structure, maps the fields and prepares a preview before creating a portfolio.
Supported formats include compatible CSV or XLSX exports, including files from Disnat, Questrade and other brokers when the required columns can be recognized. Exact compatibility always depends on the exported file's contents.
Resolve securities without hiding differences
AInvestor first attempts to recognize the symbol, then uses company name, market and currency as fallback signals. This method helps resolve Canadian, American and international variants without silently assigning a holding to the wrong company.
A delisted, private, bankrupt or out-of-directory security remains a visible exception. Investors can review the difference before the analytical portfolio is generated.
From a brokerage file to AInvestor analysis
After validation, holdings can update an existing portfolio or create a new one. Original costs and currencies are preserved to support reconciliation with the source document.
The resulting portfolio connects holdings with available financial Snapshots and portfolio analysis features without executing a transaction through the broker.