Convert your broker actions
With our converter, you can convert transactions from certain brokers into our Google Sheets template. This allows you to synchronize your broker actions with PDT. Do you find it difficult to convert or synchronize your broker actions? Manually enter your transactions via PDT.
Is your broker not listed in the converter? Let us know via My broker is not available to convert.
The converter only works with our latest Google Sheets template v2 (March 2025). If you are using an older version of our Google Sheets template, you need to update it.
Step 1: First, link your Google Sheets to your PDT account. Follow our step-by-step guide to set it up correctly.
Step 2: Download your broker history from your broker account. On the Converter page, you will find a step-by-step guide for each broker.
Step 3: Select your broker in the converter and upload the downloaded CSV or PDF file(s). Then, click Convert to process the data.
Step 4: Not all broker files contain all broker actions. Therefore, check the Instructions tab and manually add any missing actions in Google Sheets if needed. Read more
Step 5: Copy the broker actions from the Transactions, Dividends, Bookings, and Expenses tabs and paste them into the corresponding tabs in Google Sheets. Repeat these steps for each tab.
Step 6: Once all actions are correctly added, synchronize Google Sheets within PDT.
