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.
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.
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 |
Simple pricing
Free to try. Upgrade only when you need volume.
Free
For a single statement.
- 1 statement at a time
- CSV download
- All transactions extracted
- Files deleted after conversion
Pro
For investors, accountants, and tax preparers.
- Batch upload (many statements)
- Excel (.xlsx) output
- TurboTax TXF & 1099 export
- Foreign-broker support
- Email support
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.