AI & Technology
Import Broker Statements
March 14, 2026
Importing brokerage data to PaxMoney is simple with AI or CSV. See how to do it for each market.
Importing by market
Brazil (B3): - Download brokerage note as PDF - Use PaxMoney's AI extraction - AI identifies ticker, quantity, price, and date - Review and confirm
USA (NYSE/NASDAQ): - Export statements from brokerage as CSV or PDF - For CSV: use PaxMoney's CSV importer - For PDF: use AI extraction
In all cases, PaxMoney automatically calculates cost basis and records the operation with all details.