Holdings, trades, cost basis and income, pulled out and correctly typed into a ready-to-use workbook. Preview your data free; pay $2.99 only when you download the full workbook.
Every figure lands in the right column, typed as a real number — not text with dollar signs you have to clean up by hand.
| Symbol | Description | Qty | Price | Market Value |
|---|---|---|---|---|
| AAPL | Apple Inc | 120 | 188.40 | 22,608.00 |
| VTI | Vanguard Total Mkt | 75 | 268.10 | 20,107.50 |
| MSFT | Microsoft Corp | 40 | 421.55 | 16,862.00 |
| SCHD | Schwab US Dividend | 150 | 82.30 | 12,345.00 |
Vanguard statements center on your fund and ETF holdings, dividends and capital-gains distributions. Statement2Sheet pulls each Vanguard position, its cost basis and income into a clean Excel workbook so you see the whole picture in one place.
Every account on the statement is separated, and each figure lands in the right column as a real number: holdings (symbol, quantity, price, market value, cost basis and unrealized gain/loss), activity (buys, sells, dividends, interest and reinvestments), realized gains (short and long term) and an income summary. Amounts are reconciled — quantity times price is checked against market value — so nothing is mis-keyed or invented.
Standard Vanguard brokerage account statement PDFs — monthly, quarterly or year-end. Upload yours to preview the result free before you pay.
Your file is processed to build your workbook and not retained afterward, there’s no account to create, and payment is handled by our checkout provider, so your card details never touch this site. See our privacy policy.
A multi-sheet workbook with Summary, Holdings, Activity, Realized Gains and Income tabs — every value typed as a real number so it sorts and totals instantly.
Drag in a statement from any brokerage. One file, no account, nothing to install.
Holdings, trades, cost basis and income are pulled out and correctly typed — then every figure is reconciled (quantity × price against market value, gains against cost basis) so numbers aren't mis-keyed or invented.
Preview the result for free. Pay $2.99 once and download a tidy multi-sheet workbook.
Summary, Holdings, Activity, Realized Gains and Income — each on its own tab.
No "$" strings or commas to strip. Values are typed so they sum and sort instantly.
Every row is reconciled. Anything that doesn't tie out is flagged for you to review.
Joint, IRA and individual accounts in one statement are split out cleanly.
What used to be an afternoon of retyping is done before your coffee's cold.
Files are processed for your conversion and not stored. No account, no marketing list.
And it reads any standard brokerage statement PDF — not just the ones below.
No subscription, no credits to buy. See your clean data first, then decide.
Yes. Your file is processed only to build your workbook and is not retained afterward. There's no account to create and we don't keep your statements or add you to any list. Payment is handled by our checkout provider — your card details never touch this site.
Standard PDF statements from the major U.S. brokerages (Fidelity, Schwab, Vanguard, E*TRADE, Interactive Brokers, Robinhood and more) work best, and most other brokerage PDFs read cleanly too. Upload a file to preview the result for free before paying.
Every workbook is reconciled — quantity × price is checked against market value, and gains against cost basis. Anything that doesn't tie out is flagged so you can spot-check it. The free preview lets you confirm before you pay.
The free preview shows a sample of the extracted data — the firm, accounts, a few holdings and the validation check — so you can confirm it read your statement correctly before paying. If it didn't convert cleanly, just don't purchase it.
Drop in a PDF and see your clean, typed Excel in seconds. Free to preview.
Convert a statement →