Investment statement converter
Convert brokerage, crypto exchange and payment-processor statement PDFs into clean Excel or CSV. AI extraction reads trades, dividends, crypto disposals, fees and payouts — labelled by type and ready for tax and bookkeeping.
Brokerage · crypto · payments · Excel · CSV · scanned or digital
Every financial statement, not just your bank
Your money doesn't only move through a bank account. It moves through brokerages, crypto exchanges and payment processors — and every one of them hands you a PDF when your tax return and your books need structured data. An investment statement convertercloses that gap for the documents a bank statement converter doesn't cover.
These statements are harder than a bank statement. Instead of one column of debits and credits, they mix record types — trades with quantity and price, dividends and interest, crypto disposals and staking rewards, processor fees and payouts. FlowParse reads each line for what it is, labels it by type, and ties the totals back to the statement summary, so the export is genuinely usable for tax and reconciliation.
Jump to your provider below, or start with the closely related bank statement converter and credit card statement converter.
AI extraction, no templates
Reads any provider's layout — brokerage, exchange or processor.
Labelled by type
Trades, income, disposals, fees and payouts kept distinct.
Every field preserved
Security, asset, quantity, price, gross, fee and net, 1:1.
Tax-ready output
Clean rows for cost basis, gains and bookkeeping.
Brokerage, crypto & payments
Dedicated converters for the providers people ask for most. A statement from any other brokerage, exchange or processor works the same way — there are no templates to pick.
Brokerage statements
Trades, dividends, interest, transfers and fees — labelled and ready for capital-gains tax.
Crypto exchanges
Buys, sells, conversions, transfers, staking rewards and fees from Coinbase, Binance, Kraken and more.
Convert to the format you actually need
The same extraction powers every export, so you only convert once and choose the output your next tool expects — a spreadsheet to analyse, a CSV for tax software, or a bank-feed file for your accounting tool.
| Format | Best for |
|---|---|
| Excel (.xlsx) | Analysis, totals and tax prep |
| CSV | Tax software, crypto-tax tools, spreadsheets |
| .QBO / .OFX | QuickBooks & accounting tools (cash side) |
| Xero CSV | Xero's import & reconciliation |
Related: PDF to CSV, Bank Statement to Excel, Xero.
From PDF to clean data in three steps
1 · Upload the PDF
Drop one statement or many — digital or scanned, any provider, any number of pages.
2 · AI extracts & labels
Every line is read, labelled by type, amounts signed, totals tied to the summary.
3 · Review & export
Check the editable preview, then download Excel, CSV, QBO, OFX or Xero.
Accurate enough for your return
Capital-gains tax on stocks and crypto needs every disposal with its date and amount; investment income needs totalling by type; payout fees need to land in the books. FlowParse checks the converted data so it is dependable before it reaches your return or your accounts:
Consolidate a whole year with Smart Merge or read how to extract transactions from a PDF.
Your financial data stays private
Brokerage, crypto and payment statements expose your full financial activity. FlowParse is built so converting one never puts it at risk.
Encrypted transfer
Every upload and download runs over TLS.
Deleted after processing
Your original PDF is removed as soon as it's converted.
EU-hosted
Processed on EU infrastructure.
No AI training
Your documents are never used to train models. GDPR-aligned.
Read the full security overview.
Who uses an investment statement converter
Investors
Track performance and assemble a year of trades for the tax return.
Crypto holders
Turn exchange history into a cost-basis-ready sheet for a crypto-tax tool.
Online sellers
Reconcile Stripe and Square payouts to bank deposits, fees and all.
Accountants
Bring clients' brokerage, crypto and processor activity into the books.
Bookkeepers
Record full revenue and fees instead of only the net deposit.
Anyone with a PDF
Skip the manual typing — convert and move on with your day.