Guides

Practical how-tos for turning brokerage statements into clean spreadsheets.

How to Convert a Brokerage Statement to Excel for Taxes

Turn brokerage and trading statements (PDF) into a clean Excel spreadsheet of transactions with cost basis and proceeds — ready for tax filing.

How to Import Brokerage Trades into TurboTax (TXF)

Convert a brokerage statement into a TurboTax-ready TXF or 1099 format so your trades import instead of being entered by hand.

How to Calculate Capital Gains from a Brokerage Statement

Pull trades and cost basis from a brokerage statement into Excel to calculate realized capital gains and losses across accounts.