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Statement Line Annotator

Annotator for labeling brokerage statement lines you import as text—review aid, not tax preparation software.

LAST_UPDATED: 3 Aug 2026

Statement Line Annotator lets you paste statement lines as text and tag them with categories you define. Period notes keep months separated for later review.

How readers use it

Copy lines you want to study, assign tags such as fee, dividend, or transfer, and add a short note. Export or screenshot your tags if you keep offline records.

Documented limits

This is not tax software and does not reconcile against broker APIs. Accuracy depends on careful pasting from your statements.

Documented highlights

  • Line label tags
  • Category buckets you choose
  • Month-period notes
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