About Brokerage Statement Converter

Brokerage Statement Converter turns brokerage statements into clean, structured spreadsheets. Upload a PDF or image and get your data back as CSV or Excel in seconds — no manual re-keying, and no templates to configure.

What it does

Convert brokerage and trading account statements into a clean CSV or Excel — holdings, transactions, cost basis, and proceeds — ready for tax software and reconciliation.

Who it's for

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.

Your data stays yours

Statements are processed in-memory and deleted immediately after conversion. We never store your documents or account data — your financial data stays yours. See our privacy policy for details.