Zero setup, zero training
No templates, no labeled data, no schema files. Drop the document in and Docusift returns clean structured data.
Brokerage statement → Excel
Convert Brokerage statement to Excel
Drop a brokerage statement into Docusift and get a clean Excel back in seconds. No templates to maintain, no model training, no manual cleanup. Works on native PDFs, scans, and mobile photos alike.
A brokerage or investment statement mixes a holdings table, a transaction ledger, income and fee lines, and performance summaries into a long, provider-specific document, and reconstructing cost basis or spreading assets means pulling every holding and trade exactly.
Docusift reads the account, period, every holding with its quantity, cost basis, and market value, and each transaction, into structured tables, so cost-basis and net-worth work runs off clean data instead of a retyped statement.
The Excel export arrives as a real .xlsx workbook with typed columns — numbers as numbers, dates as dates — so formulas, filters, and pivot tables work the moment you open it.
| Symbol | Qty | Cost basis | Market value |
|---|---|---|---|
| VTI | 120 | 24,800.00 | 31,440.00 |
| BND | 200 | 14,900.00 | 14,320.00 |
| Cash | — | — | 5,180.00 |
Example structured output
{
"document_type": "brokerage_statement",
"account_number_masked": "****4471",
"period": "2026-03-01 to 2026-03-31",
"holdings": [
{ "symbol": "VTI", "quantity": 120, "cost_basis": 24800.00, "market_value": 31440.00 },
{ "symbol": "BND", "quantity": 200, "cost_basis": 14900.00, "market_value": 14320.00 }
],
"total_market_value": 50940.00,
"confidence": 0.97
}Why teams choose Docusift
A confidence score on every field
Every value ships with a confidence score and a citation back to the source pixel in the original document, so low-confidence fields route to review instead of landing unchecked.
Fast turnaround
Seconds per document, not minutes. Built for production pipelines, not batch jobs.
Privacy first
Workspace-isolated processing, encrypted in transit and at rest, and one-click data deletion.
Frequently asked questions
How do I convert a brokerage statement to Excel?
Upload the brokerage statement to Docusift via the dashboard or REST API. Docusift extracts every field, row, and table, then returns a clean Excel ready to download or push to your accounting tool — typically inside a second per page.
Is there a free brokerage statement to Excel converter?
Yes. Docusift's free tier covers 100 pages per month with no credit card required. That's enough to convert most monthly batches of brokerage statement for a small team.
What brokerage statement layouts are supported?
Any layout. Docusift parses the document visually rather than matching against a template, so it works on layouts it has never seen before — including multi-page, multi-column, and scanned variants.
Will the Excel match the original column order?
Yes. Docusift preserves the source structure where it makes sense and lets you remap columns or fields via a single config call when you need a different shape.
Do I need to train a model first?
No. Docusift recognizes hundreds of document types out of the box. Custom fields are configured with a single sentence — no labeled training data required.
How is pricing calculated?
Pay per page processed. There is a free tier for evaluation and volume discounts for production workloads. No seat fees.
Can Docusift handle scanned or photographed documents?
Yes. The pipeline runs OCR + layout analysis + extraction in one pass, so scans, mobile photos, and native PDFs all flow through the same endpoint.
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