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Portfolio Connect SDK

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Overview

API Reference

Authorization

POST
Check API Credits
POST
Get API Usage Logs
POST
Get Usage Summary

Portfolio Connect

POST
Generate Access Token
POST
Verify Access Token

CAS Parser

POST
Smart Parse CAS PDF
POST
Parse NSDL CAS PDF
POST
Parse CDSL CAS PDF
POST
Parse CAMS/KFintech CAS PDF

Contract Note Parser

POST
Parse Contract Note PDF

CAS Generator

POST
KFintech CAS Generator (Email Mailback)

CAS Fetch

POST
CDSL CAS Fetch - Step 1 (Request OTP)
POST
CDSL CAS Fetch - Step 2 (Verify OTP & Get Files)

Email Import

POST
Connect Email Provider (Initiate OAuth)
POST
Check Email Connection Status
POST
List CAS Files from Email Inbox
POST
Disconnect Email Provider

Inbound Email

GET
List Inbound Emails
POST
Create Inbound Email
GET
Get Inbound Email Details
DEL
Delete Inbound Email

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CAS Generator for Mutual Funds API Reference KFintech CAS Generator (Email Mailback)

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