The API for Indian Portfolio Data

Parse CAS PDFs from CDSL, NSDL, CAMS, KFintech into structured JSON. 9 asset classes. Free on signup.

Get API Key Read the Docs

Data Sources

PDF Upload
File or URL
Gmail Import
One-time OAuth
CDSL Fetch
Real-time OTP
Inbound Email
Investors forward CAS
Portfolio Links
Branded upload pages
REST API
Programmatic

CASParser API

CDSLNSDLCAMSKFintechContract Notes

Auto-detects format. Unified response.

9 Asset Classes

Equities
Mutual Funds (Demat)
Mutual Funds (Non-Demat)
Bonds & Debentures
Government Securities
AIFs
Insurance
NPS
Contract Notes
Dezerv
AngelOne
KFintech
100+ platforms | 99.9% uptime | 9 asset classes | 50+ years of transaction history
Developer Experience

Integrate in 5 Minutes. Seriously.

REST API + SDKs for Python, Node.js, TypeScript. Portfolio Connect widget for React, Vue, Angular, and vanilla JS.

REST API

One endpoint does everything. Auto-detects CAS type. Returns unified JSON.

curl -X POST \
  https://api.casparser.in/v4/smart/parse \
  -H "x-api-key: YOUR_API_KEY" \
  -F "pdf_file=@cas.pdf" \
  -F "password=PAN"

Portfolio Connect Widget

Drop-in UI for file upload, Gmail import, CDSL fetch. Generate access tokens from your backend.

npm install @cas-parser/connect

<PortfolioConnect accessToken={token} />
<500ms
API Response Time
99.9%
Uptime
3
Official SDKs
OpenAPI
Full Spec
View Developer Docs API Reference

Using AI coding agents? Install our MCP server for Claude Code, Cursor, Windsurf.

Features

Everything You Need for Portfolio Import

From API parsing to white-label UIs, CASParser provides the complete toolkit for importing investor portfolios.

Core

CAS Parser API

Parse CDSL, NSDL, CAMS, and KFintech CAS statements into structured JSON. Auto-detects CAS type with our smart parser.

Frontend

Portfolio Connect SDK

Drop-in React/JS widget for portfolio import. White-label UI with file upload, Gmail inbox, and CDSL fetch - all in one modal.

Unique

Gmail Inbox Integration

Let users import CAS statements directly from their Gmail inbox. One-time read-only OAuth consent with infinite validity, restricted to emails from verified CAS authorities only.

Automation

CAS Generator

Automate CAS statement requests via CAMS/KFintech for any date range — even 50+ years of mutual fund transaction history. Perfect for client onboarding.

Real-time

CDSL OTP Fetch

Fetch demat holdings directly from CDSL via OTP verification. Real-time portfolio data without waiting for CAS statements.

New

Inbound Email

Create dedicated email addresses where investors forward CAS statements. We validate sender, upload PDFs to storage, and webhook you the download URLs.

New

Portfolio Links

Branded portfolio collection pages for advisors and wealth managers. Share a link, clients upload CAS statements, you get parsed data via email.

Beta

Contract Note Parser

Parse broker contract notes from Zerodha, Groww, Upstox, and ICICI. Auto-detects broker format. Enterprise only.

See All Features
Why CASParser

Account Aggregator vs MFcentral vs Building It Yourself

Account Aggregator needs 5-10 months, costs ₹5-25 lakhs+, and requires you to be a regulated entity. Building in-house means maintaining parsers every time CDSL or CAMS changes their PDF format. CASParser is SEBI-compliant and integrates the same day.

Account Aggregator

  • 5-10 months (must be a regulated entity, Sahamati certification, quarterly re-tests)
  • ₹5-25 lakhs+ setup (FIU + FIP integration, compliance, IS audits)
  • Coverage gaps: bonds, G-Secs still proposed; demat history capped at 2 years

Build In-House

  • 4-6 months (CDSL format changes break your parser regularly)
  • ₹15-40 lakhs (2 engineers × 6 months, QA, DevOps)
  • You own the maintenance debt (CAMS and NSDL change PDF formats regularly)

CASParser

  • Same day: curl works in 30 seconds, SDK in 5 minutes
  • ₹999/month (50 CAS parses). No contract, cancel anytime
  • Zero compliance work: we're the data processor, not you
Solutions

Built for Your Use Case

Five distinct audiences, five tailored solutions. CASParser fits your workflow.

Fintech Platforms

Portfolio Import in 5 Minutes

Trusted by Scripbox, Dezerv, AngelOne. Parse CAS PDFs into structured JSON with 9 asset classes. SEBI-compliant portfolio import with REST API and drop-in SDK.

  • 5-minute integration
  • REST API + SDK options
  • Start at ₹999/month
  • All 9 asset classes
See How It Works

Wealth Managers

Automate Client Onboarding

Access 50+ years of mutual fund transaction history via CAS parsing. Gmail integration means no password sharing. CAS Generator for automated statement requests.

  • Gmail inbox integration
  • CAS Generator for any date range
  • 97% parsing accuracy
  • 50+ years of transaction history
Learn More

Advisors & MFDs

Portfolio Consolidation Without Complexity

White-label Portfolio Connect SDK. Multi-asset consolidation across CDSL, NSDL, CAMS, KFintech. Integrate in 5 minutes.

  • White-label Portfolio Connect SDK
  • Multi-asset consolidation
  • Integrate in 5 minutes
  • ₹999/month
Get API Key

HNI/UHNI Platforms

Comprehensive Portfolio Data for Wealth Planning

Complex portfolios spanning all 9 asset classes. 50+ years of transaction history from CAMS/KFintech. REST API + SDKs for seamless integration with wealth management systems.

  • All 9 asset classes
  • 97%+ accuracy
  • 50+ years of transaction history
  • REST API + SDKs
Learn More

Developers & AI Agents

Portfolio API for AI Agents

Developer-friendly REST API with SDKs for Python, Node.js, TypeScript. Agent Toolkit with MCP server providing 17 live API tools.

  • 99.9% uptime, production-ready
  • SDKs: Python, Node.js, TypeScript
  • MCP server (17 tools)
  • OpenAPI spec + sandbox key
View Docs
Production Guarantees

Built for Production

Money-Back Guarantee

See parsing discrepancies? Report them and get credits back. We stand behind our accuracy.

Zero Data Retention

Parsed data is never stored. End-to-end encryption. India-hosted infrastructure for data sovereignty.

Tamper Detection

Built-in fraud prevention rejects modified or scanned PDFs. Only original digital documents accepted.

On-Premise Option

Deploy on your own infrastructure for full data sovereignty. Docker, K8s, or bare metal.

Pricing

Simple, Transparent Pricing

Start free. Scale as you grow. No hidden fees. 1 credit = 1 CAS parsing.

Free

Perfect for testing and small projects

₹0 forever
  • All CAS parsers (CDSL, NSDL, CAMS, KFintech)
  • Web portal access
  • JSON & Excel output
  • Email support
  • 10 credits/month
Start Free

Lite 50

For new fintech platforms and advisors

₹999 /month
  • Everything in Free
  • API key access
  • Portfolio Connect SDK
  • CAMS & KFintech CAS parsers
  • 50 credits/month
Get Started
Most Popular

Pro 200

For growing fintech platforms and wealth managers

₹3,500 /month
  • Everything in Lite
  • All parsers incl. CDSL & NSDL eCAS
  • CAS Generator API
  • Gmail inbox integration
  • CDSL OTP Fetch
  • 200 credits/month
Start Pro

Ultra 750

For high-growth platforms

₹10,500 /month
  • Everything in Pro
  • Priority support
  • 750 credits/month
Start Ultra

Need more? Contact us for Enterprise pricing - custom SLA, on-premise deployment, dedicated support.

FAQ

Frequently Asked Questions

What is CASParser?
CASParser is an API that parses CAS (Consolidated Account Statement) PDFs into structured JSON. We parse CDSL, NSDL, CAMS, and KFintech statements and extract all 9 asset classes: equities, mutual funds, bonds, AIFs, G-Secs, insurance, and NPS. After SEBI and AMFI shut down MFcentral in September 2025, many fintech platforms switched to CASParser as a SEBI-compliant alternative.
What is a CAS (Consolidated Account Statement)?
A CAS is a single document that consolidates all your investment holdings across mutual funds (from CAMS and KFintech) and demat accounts (from CDSL and NSDL). It includes equities, mutual funds, bonds, AIFs, insurance, and NPS holdings.
How does CASParser compare to Account Aggregator?
Account Aggregator is government-backed but requires your company to be a regulated entity (RBI, SEBI, IRDAI, or PFRDA-registered). On top of that: FIU registration, FIP-first mandate (you must also become an FIP if you hold financial data), Sahamati certification, quarterly re-testing, and IS audits every 2 years. Timeline is 5-10 months, cost is ₹5-25 lakhs+. AA coverage also has gaps: bonds, G-Secs, EPF, PPF are still 'Proposed', joint accounts are excluded, and demat history is capped at 2 years. CASParser works immediately for any company, gives you 50+ years of mutual fund transaction history via CAMS/KFintech CAS, and the CAS format has been stable since SEBI introduced it in 2009. Most platforms that evaluated both chose CASParser for investment data because it covers the same asset classes without the regulatory overhead.
What is a credit and how much does each operation cost?
Credits are the unit of usage. CAS parsing costs 1 credit. Contract note parsing costs 0.5 credits. CAS generation (mutual funds) and CDSL OTP fetch cost 0.5 credits each. Gmail inbox pulls cost 0.2 credits per file discovered. Failed operations are never charged. See our pricing page for a full breakdown.
Is my data secure?
Yes. CASParser does not store any parsed data on our servers after processing. All data is transmitted over encrypted HTTPS connections. The API includes built-in fraud detection to reject tampered PDFs. We are hosted on Indian infrastructure for data sovereignty.
Can I try CASParser for free?
Yes! Our Free plan includes 10 credits per month with access to all parsers and the web portal. No credit card required. You can also use our sandbox API key (sandbox-with-json-responses) for development and testing.
What output formats does CASParser support?
CASParser returns structured JSON with a unified response format regardless of CAS type. The response includes investor details, portfolio summary, demat account holdings (equities, bonds), mutual fund folios, insurance policies, and NPS accounts. You can also export to Excel and CSV via the web portal.
How is CASParser different from MFcentral?
MFcentral only parsed mutual funds from CAMS/KFintech and was shut down by SEBI and AMFI in September 2025. CASParser covers everything MFcentral did plus: (1) equities, bonds, AIFs, insurance, NPS from CDSL/NSDL demat statements, (2) Gmail inbox import via OAuth so users don't need to download PDFs manually, (3) CDSL OTP fetch for real-time holdings without waiting for monthly CAS, (4) white-label SDK you can embed in your app. We also support contract notes from Zerodha, Groww, Upstox, and ICICI.