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 — every section exactly as the statement prints it, ready for tax and bookkeeping.
Brokerage · crypto · payments · Excel · CSV · scanned or digital
A real sample: brokerage statement (us style) — to a working spreadsheet
A fictional sample document converted by the same engine you get — flip through the source PDF and every export format, or download the files themselves.
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 are built from sections — trades with quantity and price, dividends and interest, crypto disposals and staking rewards, processor fees and payouts. FlowParse keeps each section as its own table with the statement's own column names, exactly as printed, and runs the arithmetic the statement allows: where a brokerage statement prints Funds, Running Profit/Loss and Equity, it checks that they reconcile; where a payout report prints its summary and transfers, the settlement check ties gross minus fees to the payouts.
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.
Sections kept as printed
Trades, income, disposals, fees and payouts — each its own table.
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 — every section exactly as printed, 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. Every statement type downloads as Excel or CSV. Payment-processor payout reports — which have a transaction shape — can also export as accounting files; brokerage and crypto statements are reports rather than transaction feeds, so they deliberately stay Excel and CSV.
| Format | Best for |
|---|---|
| Excel (.xlsx) | All statement types — analysis, totals and tax prep |
| CSV | All statement types — tax software, crypto-tax tools |
| .QBO / .OFX | Payout reports only — QuickBooks & accounting tools |
| Xero CSV | Payout reports only — Xero's import & reconciliation |
Related: PDF to CSV, Bank Statement to Excel, Xero.
By document type: brokerage statement to Excel (holdings, trades and cost basis), dividend statement to Excel (gross, withholding and net), loan statement to Excel (principal and interest split), mortgage statement to Excel and escrow statement to Excel.
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 & checks
Every section is read as printed, and the statement's own arithmetic — equity or payout totals — is verified where it prints the figures.
3 · Review & export
Check the editable preview, then download Excel or CSV — payout reports also export as QBO/OFX.
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 30 days
Your original PDF is removed automatically after 30 days.
EU servers
Stored on servers in the EU.
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.