Bank Statement Converter
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BR Statement converter

Convert your brokerage / investment statement to a clean spreadsheet.

Convert a brokerage or investment statement PDF to CSV — trades, dividends, and activity in clean rows, in your browser.

Convert a statement free → How to export yours
brokerage.pdf text PDF → CSV
DateActivitySymbolAmount
03/03Buy 10 sharesVTI−2,650.00
03/04DividendSCHD+42.10
03/05Sell 5 sharesAAPL+1,120.00
03/06ACH deposit—+1,000.00
brokerage.csv — converted on your device, nothing uploaded.

What a brokerage statement looks like

Brokerage statements pack a lot in, but the part most people want in a spreadsheet — the activity section, with trades, dividends, and transfers — is a dated transaction table that converts cleanly to CSV.

LayoutAn Activity/Transactions section lists trades, dividends, interest, and deposits/withdrawals by date, description, and amount.
HoldingsStatements also include a Holdings table (positions, quantity, value); those rows come through too.
ColumnsDebits and credits are split cleanly; symbols and descriptions stay in their own columns.
Date formatMM/DD or MM/DD/YYYY, by trade or settlement date.

Works with: Works with text-based statements from Fidelity, Schwab, Vanguard, Robinhood, and other brokers.

A brokerage statement has several sections. The activity/transactions table converts most cleanly; holdings and summary tables also come through as rows, so you may want to trim to the section you need after export.

How to export your brokerage / investment statement as a PDF

Then convert it below — right in your browser.

  1. Sign in to your broker (Fidelity, Schwab, Vanguard, Robinhood, etc.).
  2. Open “Statements” or “Documents”.
  3. Pick the statement period you need.
  4. Download the PDF, then convert it below — nothing is uploaded.

Convert your brokerage / investment statement

Drop the PDF in below. It’s converted to CSV on your device — nothing is uploaded.

Drop your bank statement PDF here

or

Text-based PDF → CSV · processed in your browser · nothing is uploaded

Brokerage statement converter — FAQ

Does it convert the whole statement or just transactions?+
It converts all of the statement’s text tables to CSV rows. The activity/transactions section comes through most cleanly; holdings and summary tables convert too, and you can delete any section you don’t need.
Which brokers work?+
Any broker whose statement is a text-based PDF — Fidelity, Schwab, Vanguard, Robinhood, and others. Scanned or image-only PDFs aren’t supported yet.
Is it safe to convert my brokerage statement here?+
Yes. The conversion runs entirely in your browser — your brokerage statement is never uploaded, stored, or seen by us or anyone else. It stays on your device.
What format do I get back?+
A CSV file that opens directly in Excel, Google Sheets, and Apple Numbers. A native .xlsx export is coming soon.
Does it work with scanned brokerage statements?+
Text-based PDFs — the kind you download or export from an online account — convert today. Scanned or photographed documents need OCR, which is coming soon.

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