Convert Brokerage Statement PDF to Excel
Brokerage statement PDF to Excel for taxes and portfolio tracking — trades, dividends, fees, and positions where tables appear. Free online.
Your brokerage PDF is processed temporarily and deleted after processing — we do not store investment statements.
Drop your PDF here, or browse
Maximum file size: 20MB
How It Works
1. Upload your brokerage statement PDF
Use monthly or quarterly statements from your broker as a PDF.
2. AI detects tables
Our AI finds tabular sections for activity, positions, or cash — layouts differ by firm.
3. Review before export
Verify symbols, quantities, and amounts against your statement.
4. Download Excel
Save .xlsx for tax spreadsheets, cost-basis notes, or your own models.
Step-by-Step Guide
Upload your brokerage statement PDF
Use monthly or quarterly statements from your broker as a PDF.
AI detects tables
Our AI finds tabular sections for activity, positions, or cash — layouts differ by firm.
Review before export
Verify symbols, quantities, and amounts against your statement.
Download Excel
Save .xlsx for tax spreadsheets, cost-basis notes, or your own models.