How to Convert a Brokerage Statement to Excel for Taxes

At tax time you need every trade in rows: dates, symbol, quantity, cost basis, and proceeds. Here's how to get there from a PDF statement in seconds, for any broker.

What you need for taxes

Realized gain/loss reporting needs trade date, settlement date, symbol, quantity, cost basis, and proceeds per lot. Dividends and interest need their own rows. Statements bury these in dense tables that don't copy-paste.

Extract every transaction

Upload the statement and the converter returns one row per transaction — buys, sells, dividends, interest, and fees — with the fields tax software needs, for US and foreign brokers alike.

Handle multiple accounts and brokers

Convert statements from each broker into the same column layout, so a year across several accounts lines up in one spreadsheet instead of a pile of incompatible PDFs.

CSV free, tax formats with Pro

The free tier gives you a CSV. Pro adds Excel output, batch conversion, and export pre-formatted for TurboTax (TXF) and generic 1099 layouts.

Convert your brokerage statement now

Free — upload a PDF or image and download a clean spreadsheet.

Open the converter →