Brokerage Statement Converter — PDF to CSV & Excel
Convert brokerage and trading account statements into a clean CSV or Excel — holdings, transactions, cost basis, and proceeds — ready for tax software and reconciliation.
Filing with TurboTax? Try our dedicated TXF Converter →
Trusted by students at
Drop your brokerage statement here, or click to upload
PDF, PNG, or JPG — up to 20 MB
Statements are processed in-memory and deleted immediately after conversion. We never store your documents or account data — your financial data stays yours.
We're continually improving our extraction and generation. If a file doesn't convert to your expectations, tell us and we'll fix it.
Like this tool? Invite a friend — you each get 10 free conversions.
Private by default
Statements are processed in-memory and deleted immediately after conversion. We never store your documents or account data — your financial data stays yours.
Accurate extraction
Pre-formatted for tax software — export realized gains to TurboTax TXF and generic 1099 layouts. Built to handle the foreign and less-common brokers the big players ignore.
No templates
Reads any layout — every brokerage statement comes out as clean, structured rows. Nothing to configure.
Three steps to a clean spreadsheet
Upload your brokerage statement
Drag in a PDF or image. No account, no setup.
We read and extract
Every line item is pulled into structured rows — the same fields you'd type in by hand.
Download your data
Get a clean CSV free, or Excel and batches with Pro.
From messy PDF to clean rows
A brokerage account statement (PDF)
CSV/Excel, one row per transaction, tax-ready
| Broker | Trade Date | Activity | Symbol | Quantity | Price | Cost Basis | Proceeds / Amount |
|---|---|---|---|---|---|---|---|
| Interactive Brokers | 2026-03-11 | Sell | AAPL | 50 | 212.40 | 8920.00 | 10620.00 |
| Interactive Brokers | 2026-03-14 | Dividend | VTI | 84.12 |
Popular brokers
Fidelity
→Fidelity statements list trades, dividends, and interest with cost bas
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Interactive Brokers
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Best Brokerage Statement Converter in 2026
→Independent comparison of the top tools, scored.
How to Convert a Brokerage Statement to Excel for Taxes
→Turn brokerage and trading statements (PDF) into a clean Excel spreads
How to Import Brokerage Trades into TurboTax (TXF)
→Convert a brokerage statement into a TurboTax-ready TXF or 1099 format
Simple pricing
Free to try. Pick a plan when you need volume.
Anonymous
$0 no signupTry it, no account needed.
- 1 statement / 24h
- CSV download
- All transactions extracted
Free account
$0 · registerRegister free for more daily conversions.
- 3 statements / 24h
- CSV download
- Conversion history (24h)
Starter
For steady monthly use.
100 conversions / month
- 100 conversions / month
- Excel (.xlsx) + all export formats
- Batch upload
- Email support
Professional
For professionals and small firms.
300 conversions / month
- 300 conversions / month
- Excel (.xlsx) + all export formats
- Batch upload
- API access
- Priority support
Business
For firms and heavy volume.
1,000 conversions / month
- 1,000 conversions / month
- Everything in Professional
- Team members (linked users)
- Priority support
1 conversion = one document of up to 25 pages. Longer documents count as one conversion per additional 25 pages.
Just need this one?
$9 for 20 conversions — no subscription, credits never expire.
Refer a friend, get 10 free credits
You both get 10 conversion credits when they sign up — no limit.
Questions
Which brokers are supported?+
Any broker — US or foreign. It reads the statement directly, so there are no per-broker templates, including the less-common brokers the big tools skip.
Can I export for taxes?+
Yes. Pro exports realized gains to TurboTax TXF and generic 1099 layouts, ready to import.
Is my financial data safe?+
Statements are processed in memory and deleted immediately after conversion. We never store your documents or account data.
Does it handle non-USD statements?+
Yes — foreign and multi-currency statements are supported, with the currency preserved in the description.