Upload your PDF brokerage statement using our secure uploader.
Every file is scanned for malware and validated before processing.
Our AI extracts your holdings, tickers, and account details into a clean spreadsheet.
If the format is familiar, you’ll get results instantly.
If it’s new or complex, we manually review it to ensure >95% accuracy (within 48 hours).
You receive your Excel spreadsheet by email.
Raw files are automatically deleted within 72 hours.
Only anonymized, non-personal data is used to improve our AI.
