Convert brokerage statement exports
in developmentSource format: brokerage statement PDF. PDF parsing is planned as a server-side extraction step — the converters below stay marked planned until it ships.
Where to get the file
- Your broker’s year-end statement / 1099 composite PDF (Schwab, Fidelity, …).
In development (1)
| Convert a brokerage year-end statement PDF to CSV | CSV / Excel | queued |