Convert a brokerage year-end statement PDF to CSV
in developmentYear-end brokerage statements bury the year’s transactions in PDF tables — and Schwab, Fidelity, and peers each format them differently. This page is planned to extract the activity tables into CSV, one broker layout at a time.
Status: planned — it needs the server-side PDF extractor and per-broker layouts.
Why this page exists
Every (source × target) pair gets its own working converter page. This pair is queued: brokerage statement PDF → generic column-mapped CSV. PDF sources additionally need the server-side extraction endpoint (NEEDS-SERVER).
Working today: Binance CSV → Koinly, Coinbase CSV → TXF, Koinly CSV → TXF. See the full list.
FAQ
Which brokers are covered?
Schwab and Fidelity layouts are the first targets; each broker’s statement format needs its own verified adapter.
Why not just copy-paste the tables?
Multi-page statement tables lose row integrity when pasted — extraction keeps columns aligned and preserves every row.
Will my PDF be uploaded?
Yes — unlike the CSV converters on this site, which run entirely in your browser, PDF parsing is planned as a server-side extraction endpoint. The data-handling terms ship with the feature, not before.
When will it be available?
It's in the adapter queue — the page goes live once its remaining adapter ships, verified against a real export. Until then it stays marked planned and out of search indexes.
More like this: all brokerage statement converters. Need a different pair? Browse all converters or check pricing.