Brokerage · Excel · CSVRobinhood Statement to Excel Converter
Convert Robinhood monthly account statement PDFs into clean, structured Excel spreadsheets. FlowParse reads the Robinhood statement layout — the account summary, executed trades in stocks and options, dividends, interest on cash, and deposits, withdrawals and fees — and rebuilds every line as an editable row with date, security, quantity, price and amount.
Scanned or digital · multi-page · every line preserved · review before export
Robinhood gives you a monthly PDF statement, but tax prep and tracking your own performance both want structured data. With active trading those statements run to dozens of executions a month, and re-keying them by hand is slow and easy to get wrong.
Upload the statement, let the AI extract every line in seconds, review the editable preview, and export to Excel or CSV — with trades, income, transfers and fees labelled so the data is ready for analysis or your tax software.
AI extraction, no templates
Reads this layout with no per-provider setup.
Labelled by type
Trades, income, transfers and fees kept distinct.
Every field preserved
Date, description, amount and every detail, 1:1.
Totals checked
Line items tie back to the statement summary.
What FlowParse extracts from a Robinhood statement
A Robinhood monthly statement opens with an account summary, followed by executed trades in stocks and options, dividends, interest on cash, and deposits, withdrawals and fees. FlowParse extracts the summary figures and every line: date, description, security symbol, quantity, price and the signed cash amount.
Everything printed is preserved. Trades are labelled distinctly from income, transfers and fees, the symbol stays attached to each execution, and cash impact is signed consistently so proceeds and deposits are positive while purchases and fees are negative.
| Field | Captured in the export |
|---|---|
| Date | Trade / activity date, normalised |
| Description | Buy, sell, dividend, interest, transfer or fee |
| Security | Stock or option symbol, verbatim |
| Quantity | Shares or contracts transacted |
| Price | Execution price where the statement prints it |
| Amount | Signed cash impact (debits −, credits +) |
Active trading means a lot of lines
Robinhood's low-friction trading means an active month can run to dozens or hundreds of executions, each with a symbol, quantity and price. That volume is exactly what makes manual entry impractical and error-prone — and a missed or transposed line breaks the cost-basis math for taxes.
FlowParse reads the whole statement at once, keeps each execution's detail intact, and labels income and transfers separately from trades, so you get a complete, ordered record instead of a partial hand transcription.
New to this? Read the guide on how to extract transactions from a PDF.
From PDF to clean data in three steps
1 · Upload the PDF
Drop one statement or many — digital or scanned, any number of pages.
2 · AI extracts & labels
Every line is read, labelled by type, amounts signed, weak pages retried.
3 · Review & export
Check the editable preview, then download Excel, CSV, QBO, OFX or Xero.
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 — clean line-item sheet |
| CSV | Importing into any tool, tax software or spreadsheet |
| .QBO / .OFX | QuickBooks & other accounting tools (cash activity) |
| Xero CSV | Xero's import & reconciliation |
Related: PDF to CSV, Bank Statement to Excel, Xero.
Built for tax season
Tax is the main reason to convert a Robinhood statement. Realised gains need every buy and sell with dates, quantities and amounts; dividend and interest income needs totalling by type. Across twelve monthly statements that is a large, fiddly job by hand.
FlowParse turns the PDFs into a clean activity sheet you can sort, total and filter — or hand straight to your accountant or tax software — so the numbers behind your gains and income trace back to the source statement.
Robinhood to Excel, CSV or your accounting tool
The same extraction powers every export. Take your Robinhood data to Excel for performance tracking and tax prep, CSV for tax software or a spreadsheet, or a .QBO/.OFX and Xero-ready CSV for the cash side of the account.
It fits whether you're an active trader tracking your own results, preparing a tax return, or an accountant assembling a client's trading activity for the year.
Convert a year of Robinhood statements at once
With Smart Merge you can upload up to 100 Robinhood monthly PDFs and consolidate them into a single Excel with one unified activity sheet, duplicate detection across overlapping periods, and a source reference on every row.
That turns a year of trading into one analysis-ready workbook in minutes instead of opening twelve separate statements.
Your financial data stays private
Account and transaction statements are sensitive documents. 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.