By broker
“Recognised by its column names” means Looniee spots the broker's file and maps it without asking. “Mapped by column” means you're shown each column and confirm what it holds; that works for any broker. “Tested” means a sample file in that format is run through the importer on every release.
| Broker | Activity file (trades, deposits) | Holdings file | How it's read |
|---|---|---|---|
| Wealthsimple | Yes | Yes | Recognised by its column names; tested with sample files |
| Questrade | Yes | Yes | Recognised by its column names; positions tested with a sample file |
| TD Direct Investing | Yes | Mapped by column | Activity recognised by its column names |
| RBC Direct Investing | Yes | Mapped by column | Activity recognised by its column names; title rows above the header are skipped |
| CIBC Investor's Edge | Yes | Mapped by column | Activity recognised by its column names |
| BMO InvestorLine | Yes | Mapped by column | Mapped by column; a tab-delimited sample file is tested |
| National Bank Direct Brokerage | Yes | Mapped by column | Mapped by column; a French sample file (semicolons, French amounts, CELI) is tested |
| Scotia iTRADE, Qtrade, Desjardins, Interactive Brokers | Mapped by column | Mapped by column | Mapped by column; no sample file tested yet |
| Blossom (no export) | — | Screenshot or typed list | Read from a screenshot by AI, or typed; you check every row |
| Any other CSV or Excel file | Mapped by column | Mapped by column | You confirm which column is which, once |
Brokers change their export formats. If a file that used to be recognised isn't anymore, the mapping step still works, and signed-in users can report it from Settings → Help → Report a bug.
What every import handles
- File types: .csv, .tsv, .txt, .xlsx and .xls (for Excel, the largest sheet). Up to 12 MB and 10,000 rows per file.
- Messy files: commas, tabs, semicolons or pipes; a byte-order mark; title rows above the header.
- Dates: day-first or month-first is worked out from the file, and you can override it.
- French exports: French column names and transaction types (achat, vente, dividende, cotisation…), and account types CELI, REER, CELIAPP and REEE mapped to TFSA, RRSP, FHSA and RESP.
- Duplicates: rows already in Looniee are skipped, so overlapping date ranges are safe. Two identical trades in the same file stay two trades.
- Review first: every row is shown, grouped by account, before anything is saved.
- Undo: any import can be undone from Settings → Import history.
- Contribution room: the last screen offers to add the file's TFSA, RRSP, FHSA and RESP deposits and withdrawals to the Planner, where room is worked out (see the TFSA tracker).
Where you may need to step in
- A renamed column. If a broker renames a column, you match it once on the mapping screen.
- RRIF, LIRA and LIF accounts aren't assigned a type automatically, on purpose: treating them as an RRSP would give them RRSP room they don't have. You pick the type.
- Cash balances. Some exports don't include a running cash balance. Check each account's cash after importing and correct it with Edit cash.
- Non-CAD deposits aren't added to contribution room automatically; room is counted in Canadian dollars.
Optional AI help, and what it sees
If you ask for help mapping columns, the AI sees the column names and five sample rows with every digit replaced by 9, cut to 40 characters a cell, and returns column names only. Reading a screenshot (the Blossom path) sends the image you upload; you check every row it reads before saving. Both are free and capped.
