Brokerage Statement to Excel
Turn PDF brokerage and investment statements into a clean spreadsheet. Account activity rows — deposits, withdrawals, trades, dividends and fees — are extracted into sortable date, description and amount columns. Works with statements from major brokerages. Free tier, no account required.
How to convert a brokerage statement
- Download the account statement as PDF from your brokerage's documents page.
- Open the converter and drop the PDF in.
- Review the extracted activity rows and edit any field inline.
- Export as .xlsx or .csv for your records, cost-basis tracking or your accountant.
Why use this for investment statements?
- Everything parses locally in your browser — financial documents never get uploaded to a server.
- Separates transaction rows from page furniture like holdings tables, disclosures and footers.
- Much faster than retyping trades for tax lot tracking.
- Scanned statements work too — a small AI vision model reads image-only pages.
Convert your brokerage statement now
Start converting — freeFrequently asked questions
Is it safe to upload my bank statement?
Yes. Conversion runs locally in your browser - your PDF and the extracted data are never uploaded to a server or stored.
Do I need to create an account?
No. The free tier needs no signup. Just open the tool, upload your PDF, and export the result.
What output formats are supported?
You can export to Excel (.xlsx) and CSV. Both are free and work with Excel, Google Sheets, and any spreadsheet app.
Does it work with scanned (image-only) PDFs?
Text-based PDFs are parsed instantly. Scanned statements are handled by an optional AI mode that recognizes the printed text.
Which banks are supported?
Chase, Bank of America, Wells Fargo, Citibank, Capital One, US Bank, and hundreds more - any statement with a readable transaction table.
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