How To Convert a Robinhood Brokerage Statement to Excel
Robinhood monthly statements cover equities, options, crypto, and cash. This guide shows how to convert a Robinhood PDF statement into Excel, holdings, account activity, and dividends in structured sheets, no manual copying.
Robinhood monthly brokerage statements are issued by Robinhood Financial and cover equities, ETFs, options contracts, and (for Robinhood Crypto) digital assets. Monthly statements list every position, every trade, all dividends, and a portfolio summary. The PDF is clean but dense, an active options trader's statement can run 20+ pages.
This guide walks through converting a Robinhood statement to Excel with DocuClipper's brokerage statement converter.
While you are here
Extract holdings and activity from any broker PDF
Upload a brokerage statement from Fidelity, Schwab, Vanguard, Merrill, E*TRADE, or Robinhood and DocuClipper returns structured tables (positions, buys/sells, dividends) ready to export.
How DocuClipper maps Robinhood sections to Excel sheets
| Robinhood statement section | Excel sheet | Key columns |
|---|---|---|
| Portfolio Summary | Summary | Beginning value, ending value, net change, cash balance |
| Portfolio Holdings | Holdings | symbol, description, quantity, price, market_value, cost_basis, unrealized_gain_loss, asset_type |
| Account Activity | Activity | date, type (buy/sell/dividend/deposit/withdrawal/options_exercise), symbol, description, quantity, price, amount |
| Dividends | Income | date, symbol, dividend_type (ordinary/qualified), amount |
What's different about Robinhood statement layouts
Simple, consistent format. Robinhood's PDF statement is one of the more consistently formatted brokerage statements. Holdings are alphabetical by symbol, Activity is chronological, and Dividends are listed separately. DocuClipper maps each section directly to a sheet with minimal ambiguity.
Options positions. If you trade options, Robinhood lists them in Holdings with underlying symbol, strike, expiration date, and type (call/put). DocuClipper extracts these as asset_type=option rows alongside equity positions.
Crypto holdings. If you hold crypto in Robinhood (via the Robinhood Crypto service), those positions appear in Holdings with asset_type=crypto. Note that Robinhood Crypto is a separate entity from Robinhood Financial and crypto positions are not SIPC-insured. This is noted in the statement and carried through in the DocuClipper output.
Robinhood Gold. Robinhood Gold accounts include margin interest charges. These appear as separate rows in Account Activity with type=margin_interest.
Put it into practice
Manually copying brokerage data creates reconciliation errors
Cost basis, market value, realized gains: these numbers compound errors when retyped. DocuClipper extracts them directly from the statement so holdings and activity tie out the first time.
How to download a Robinhood PDF statement
- Open the Robinhood app on iOS or Android (or robinhood.com on desktop)
- Go to Account → Statements (in the app: tap the person icon → Investing → Statements)
- Select the month you want, tap the PDF icon to download
- Open DocuClipper, drop the PDF, and click Extract
Monthly statements are available going back to account opening. Robinhood also issues annual 1099 tax documents, those are a different file format and extract separately via DocuClipper's tax form extraction.
FAQs about Robinhood statement conversion
Does DocuClipper handle Robinhood options statements?
Yes. Options positions appear in Holdings with strike price, expiration date, and contract size. Options trades appear in Account Activity with buy/sell type and premium paid or received. Expired or exercised options are also captured as activity rows.
Can I convert Robinhood crypto holdings to Excel?
Yes. Crypto positions held in Robinhood (Bitcoin, Ethereum, Dogecoin, etc.) appear in Holdings with an asset_type=crypto label. Their activity (buys, sells) appears in Account Activity alongside equity trades.
Does DocuClipper work with the Robinhood 1099 tax document?
The Robinhood 1099 is a tax document (not a brokerage statement) and is handled separately by DocuClipper's 1099 extraction. If you need to extract Robinhood tax data, use the 1099 data extraction tool, not the brokerage statement converter.
Can I convert multiple months of Robinhood statements at once?
Yes. DocuClipper supports multi-file uploads. Drop all your Robinhood monthly PDFs and get a single consolidated Excel file with all months, one row per position or per transaction.
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