📄 Statement Parser
Upload a quarterly PDF report — AI extracts your structured portfolio data in seconds
Upload Statement
Drag & drop your statement here
Supported formats: PDF, CSV, XLSX · Max 50MB
Or click to browse
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Analysing document with AI...
Reading document...
Extraction Complete
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Currency
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Quarter / Year
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Return %
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Asset Allocation
Alloc.
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Holdings
| Security | ISIN | Class | Value | Weight |
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📋 Extraction Notes
Extraction Failed
Could not extract readable data from this document.
Suggestions
- Ensure the PDF contains selectable text (not a scanned image)
- Try exporting the statement as CSV from your wealth manager's portal
- Check the file is not password-protected
- Ensure the file is a genuine quarterly statement (not a blank template)