AI-Powered PDF Brokerage Reader
Upload your brokerage PDFs and leverage AI to automatically extract structured data like tables and lists. The system identifies key transaction details including Symbol, Trade Date, Settle Date, Account Number, Activity Type (Buy/Sell/Dividend), Description, Quantity, Price and Amount.
Required PDF Structure
Important Information
Your PDF must contain the following data fields:
- Symbol
- Trade Date
- Settle Date
- Account Number
- Activity Type
- Description
- Quantity
- Price
Extracted Data
Processed data will appear here...