Investment Statement Converter

Convert Brokerage Statements
to Excel Instantly

Upload any brokerage or investment statement PDF and get a clean, editable Excel spreadsheet in seconds. Works with every major broker — no templates, no manual entry.

Convert your statement free

No credit card needed · 120 pages free

Everything you need

Trades, dividends, interest, and fees extracted automatically

Works with Fidelity, Schwab, TD Ameritrade, Vanguard, and more

Supports PDF, image, and CSV exports

Edit any cell before exporting

Download as Excel (.xlsx) or CSV

256-bit encrypted upload — files deleted after processing

How it works

Upload your statement

Drop any PDF, image, or exported CSV from your brokerage.

AI extracts the data

Our model identifies every trade, dividend, and fee — no templates needed.

Review and export

Verify the rows, edit anything if needed, and download your spreadsheet.

Bank-grade security

Files encrypted in transit and at rest. Deleted after processing.

Under 60 seconds

Most statements are processed in under a minute, even multi-page PDFs.

Any broker

Fidelity, Schwab, TD Ameritrade, Vanguard, E*TRADE, and more.

Ready to convert your brokerage statement?

120 pages free for 14 days. No credit card required.

Start converting free