Convert Investment Statements to Excel
Extract trades, dividends and holdings from brokerage and investment statements into a clean Excel file.
Drag & drop your bank statements here
or click to browse — PDF, PNG or JPG (scanned PDFs supported). Multiple files allowed.
Free · No signup · Typically 1–2 minutes per PDF page · Files deleted after processing
What you get
Structured output
Account info, summary and transactions split into separate sheets — no copy-paste, no manual reformatting.
Works in seconds
AI reads the layout and extracts data automatically, so a brokerage / investment statement becomes a spreadsheet fast.
Private by design
Files are processed to extract data and are not stored or shared. No account is required.
More conversions
PDF Bank StatementsPDF Bank Statements to CSVScanned Bank StatementsStatement ImagesCredit Card StatementsAll types →
Convert a specific bank's statement? Browse supported banks →