Agent library / Data and reporting / Statement parsing, Schwab and Fidelity
Statement parsing, Schwab and Fidelity
PitCrew reads Schwab and Fidelity statements, including long holdings lists, and turns them into structured data with the page each line came from.
When it runsWhen statements arrive
Who approvesOperations
Works withStatement PDFs
How it works
4 steps. A person decides at the end.
- Reads the statementPDF from Schwab or Fidelity
- Pulls the dataAccounts, holdings, values, transactions
- Checks totalsLines add up to the statement totals
- A person approvesA person reviewsLines flagged as uncertain
What it reads and what it produces
Reads
- Statement PDFs
Produces
- Structured data, ready for a spreadsheet or another agent
- The page each line came from
- Lines that need a check
Rules it follows
- Checks totalsIf lines don't add up, it flags it.
- Never guessesUnclear lines are flagged.
Questions firms ask
Last updated: October 2026
What does it check?
That the lines it reads add up to the totals on the statement. Anything that doesn't is flagged for a person.
How long does it take to set up?
5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.
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Don't see your work?
Tell us the taskWe build it with you, from data access to the first production run in 5 working days.