Statementizer Library
The numbers and files behind your statements.
Calculators that run in your browser, file formats explained with real structure, and guides to what broker statements contain. We describe data. We do not tell anyone what to report, claim, buy or sell.
Start with one of these
Each page was written to answer one question completely, from sources we list on the page.
Calculator
Stock average calculator
Average price per share across several buys, with commissions. Exact decimals, paste from a CSV, download the result.
File format
OFX files
An annotated sample, what changed between version 1.x and 2.x, and the errors that stop an import.
Five areas, in publishing order
The library is new. The rows without a live page are a plan, not a promise of a date; we publish a page when it is sourced and checked.
- 01
Free calculators
Browser-only arithmetic on numbers you type in, with the formula and a worked example on the page. Live: Stock average calculator, Stock profit calculator. Dividend and options calculators are next.
2 live - 02
File formats
What is inside OFX, QFX, QIF, QBO and IIF files, with annotated synthetic samples and the usual import errors. Live: OFX file, QIF file, QFX file, IIF file for QuickBooks Desktop, QBO file. Import guides for specific programs follow.
5 live - 03
Templates and guides
Spreadsheet trading-journal templates and how to combine partial fills or avoid broken dates in CSV. Live: Trading journal template for Excel. A Google Sheets version and an options journal are planned.
1 live - 04
Broker statement atlas
What each broker statement contains, section by section, and where to download it. Only for brokers we can check. Live: IBKR Activity Statement to Excel or CSV. Questrade, RBC Direct Investing, Fidelity and E*TRADE guides follow.
1 live - 05
Research and reference data
Datasets with method and limitations: where fees and quantities appear across statements, which brokers export which files. Planned.
Coming