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Convert Swissquote Bank Statements to Excel, CSV, or OFX

Convert Swissquote bank statement PDFs into Excel, CSV, or OFX files. Review the extracted transactions before downloading the result.

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Convert a statement

Try it with a Swissquote statement

Drop a Swissquote PDF statement and watch the extraction happen live. Instant preview, no signup required.

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  • Export Excel/CSV/OFX
  • Secure data

Drag and drop your PDF files here, or click to select

1 file · 100 pages max · 2-page preview

No file handy?

Convert Swissquote statements to Excel Upload a PDF statement and export the extracted table as XLSX. Convert Swissquote statements to CSV Create a clean CSV for accounting imports, analysis, or reconciliation. Browse all supported bank guides Find guides for banks in your country and other supported regions.

About Swissquote

A Swissquote account can contain cash movements, securities activity and several currencies. For an Excel transaction table, choose a document that actually lists the entries you need. A portfolio valuation or performance report is not the same as a cash ledger.

Pro tip — How to download your statements

Sign in to the Swiss Swissquote portal from a computer. Under My account (profile icon), open Documents and then the statement request option.

Download your Swissquote statement as PDF

  1. 1 Sign in to the Swiss Swissquote portal from a computer.
  2. 2 Under My account (profile icon), open Documents and then the statement request option.
  3. 3 Select the required date or period and submit the account statement request.
  4. 4 Retrieve the generated PDF and check whether it contains cash movements, portfolio details or both.

Extraction pitfalls to watch

Format quirks to know before converting a Swissquote statement.

  • Do not put cash movements and securities valuations into one undifferentiated amount column.
  • Keep currencies separate: do not add USD and CHF amounts without an explicit currency conversion decision.
  • TWR and MWR figures describe investment performance; they are not account transactions.

Export formats

Excel (XLSX) CSV OFX

How to convert your Swissquote statement

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Download your Swissquote statement

Log into your Swissquote online banking, download your statement as PDF, then upload it to BankStatementLab.

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Automatic extraction

The engine reads the document and prepares the detected entries. Check dates, signs, descriptions and balances in the resulting table.

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Export to Excel, CSV, or OFX

Download your structured file and import it into Excel, Google Sheets, or your accounting software.

Why convert your Swissquote statements with us?

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Guidance for your bank

Use the download instructions and review points to prepare your Swiss account statements.

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5 credits included

5 credits on signup, then 5/month. No credit card required to sign up.

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Secure and confidential

Source PDFs are retained for 24 hours after a normal result, or 7 days after a failure, an AI retry or a result with multiple tables. No access to your bank account is required.

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Reviewable exports

Compare the table with your statement before exporting to Excel, CSV or a compatible OFX workflow.

FAQ - Swissquote Statement Conversion

Related guides

Go further with converting and importing your statements.

Convert a bank statement PDF to Excel
Pricing & credits 5 credits included to start. 1 credit = 1 page. Accounting integrations QuickBooks, Xero, Sage and more.

Ready to convert your Swissquote statements?

Create your account. 5 credits are included on signup, then 5/month. 1 credit = 1 page.

Convert a statement
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