Doc Extraction
Upload portfolio statement PDFs or a ZIP. We’ll extract Transaktionsdetails and return one Excel file with category sheets — or draft a new template in Lab.
Drop files here or click to browse
PDF or ZIP · multiple files allowed
Unsupported files (e.g. single-page trade confirmations) are skipped automatically. Supported layout: German portfolio statements with Positionsdetails / Transaktionsdetails. If every file is unsupported, open Template Lab to draft a layout.
New session
Drop PDFs or a ZIP to draft a template
PDF or ZIP · multiple files allowed
Template already available
No agent card yet — start a session or send a chat message.
What should we extract?
Sample rows
No sample rows yet.