> ## Documentation Index
> Fetch the complete documentation index at: https://casparser.in/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Parsing CAS PDFs

> Upload CAS PDF files and extract structured portfolio data. Supports CDSL, NSDL, CAMS, and KFintech formats.

## Overview

CAS Parser extracts structured data from Consolidated Account Statement (CAS) PDFs issued by Indian depositories and registrars.

```mermaid theme={null}
flowchart LR
    A[CAS PDF<br/>any type] --> B[CAS Parser<br/>Smart API]
    B --> C[Unified JSON<br/>Response]
```

## Supported CAS types

| Source       | Format                                                                                      | Password      | Coverage                   |
| ------------ | ------------------------------------------------------------------------------------------- | ------------- | -------------------------- |
| **CDSL**     | eCAS from [www.cdslindia.com/cas/logincas.aspx](http://www.cdslindia.com/cas/logincas.aspx) | Encrypted PAN | All holdings (CDSL + NSDL) |
| **NSDL**     | eCAS from nsdlcas.nsdl.com/ecas/ecas.php                                                    | Encrypted PAN | All holdings (NSDL + CDSL) |
| **CAMS**     | CAS from camsonline.com                                                                     | PAN number    | Mutual funds only          |
| **KFintech** | CAS from kfintech.com                                                                       | PAN number    | Mutual funds only          |

<Tip>
  Use `/v4/smart/parse` — it auto-detects the CAS type and applies the correct parser.
</Tip>

<Note>
  **Cross-depository coverage:** CDSL and NSDL eCAS statements contain holdings from **both** depositories (CDSL + NSDL), not just the issuing depository. This includes demat and non-demat assets across all accounts.
</Note>

## Parse a PDF file

<CodeGroup>
  ```python Python theme={null}
  import requests

  response = requests.post(
      "https://api.casparser.in/v4/smart/parse",
      headers={"x-api-key": "YOUR_API_KEY"},
      files={"file": open("cas.pdf", "rb")},
      data={"password": "ABCDE1234F"}
  )

  data = response.json()
  ```

  ```javascript Node.js theme={null}
  const form = new FormData();
  form.append('file', fs.createReadStream('cas.pdf'));
  form.append('password', 'ABCDE1234F');

  const response = await fetch('https://api.casparser.in/v4/smart/parse', {
    method: 'POST',
    headers: { 'x-api-key': 'YOUR_API_KEY' },
    body: form
  });

  const data = await response.json();
  ```

  ```bash cURL theme={null}
  curl -X POST https://api.casparser.in/v4/smart/parse \
    -H "x-api-key: YOUR_API_KEY" \
    -F "file=@cas.pdf" \
    -F "password=ABCDE1234F"
  ```
</CodeGroup>

## Parse from URL

If your CAS PDF is hosted online:

```python theme={null}
response = requests.post(
    "https://api.casparser.in/v4/smart/parse",
    headers={
        "x-api-key": "YOUR_API_KEY",
        "Content-Type": "application/json"
    },
    json={
        "pdf_url": "https://example.com/cas.pdf",
        "password": "ABCDE1234F"
    }
)
```

## Response format

All CAS types return a unified JSON structure:

```json theme={null}
{
  "meta": {
    "cas_type": "CDSL",
    "statement_period": {
      "from": "2024-01-01",
      "to": "2024-01-31"
    },
    "generated_at": "2024-02-01T10:30:00Z"
  },
  "investor": {
    "name": "John Doe",
    "pan": "ABCDE1234F",
    "email": "john@example.com",
    "mobile": "9876543210",
    "address": "123 Main St, Mumbai",
    "pincode": "400001",
    "cas_id": "CAS123456"
  },
  "summary": {
    "total_value": 2500000.00,
    "accounts": {
      "demat": {
        "count": 2,
        "total_value": 1500000.00
      },
      "mutual_funds": {
        "count": 5,
        "total_value": 900000.00
      },
      "insurance": {
        "count": 1,
        "total_value": 50000.00
      },
      "nps": {
        "count": 1,
        "total_value": 50000.00
      }
    }
  },
  "demat_accounts": [
    {
      "demat_type": "CDSL",
      "dp_id": "12345678",
      "dp_name": "HDFC Bank",
      "client_id": "12345678901234",
      "bo_id": "12345678901234",
      "value": 1500000.00,
      "linked_holders": [...],
      "holdings": {
        "equities": [...],
        "corporate_bonds": [...],
        "government_securities": [...],
        "aifs": [...],
        "demat_mutual_funds": [...]
      },
      "additional_info": {...}
    }
  ],
  "mutual_funds": [
    {
      "folio_number": "1234567890",
      "amc": "HDFC Mutual Fund",
      "registrar": "CAMS",
      "value": 450000.00,
      "linked_holders": [...],
      "schemes": [...],
      "additional_info": {...}
    }
  ],
  "insurance": {
    "life_insurance_policies": [...]
  },
  "nps": [...]
}
```

## Asset classes extracted

CAS Parser extracts **9 asset classes** from your CAS:

| Asset Class              | Source                     | Fields                                  |
| ------------------------ | -------------------------- | --------------------------------------- |
| Equities                 | CDSL, NSDL                 | ISIN, name, units, value                |
| Mutual Funds (Demat)     | CDSL, NSDL, CAMS, KFintech | ISIN, scheme, units, NAV                |
| Mutual Funds (Non-Demat) | CAMS, KFintech             | Folio, scheme, units, NAV, transactions |
| Corporate Bonds          | CDSL, NSDL                 | ISIN, issuer, coupon, maturity          |
| G-Secs                   | CDSL, NSDL                 | ISIN, name, units, value                |
| AIFs                     | CDSL, NSDL                 | ISIN, fund, units, value                |
| Insurance                | CDSL, NSDL                 | Policy, provider, sum assured           |
| NPS                      | CDSL, NSDL                 | PRAN, tier, fund, units                 |
| ETFs                     | CDSL, NSDL                 | ISIN, name, units, value                |

## Password requirements

| CAS Type     | Password Format | Example               |
| ------------ | --------------- | --------------------- |
| CDSL eCAS    | Encrypted PAN   | `AXXXX1234X` (varies) |
| NSDL eCAS    | Encrypted PAN   | `AXXXX1234X` (varies) |
| CAMS CAS     | Plain PAN       | `ABCDE1234F`          |
| KFintech CAS | Plain PAN       | `ABCDE1234F`          |

<Warning>
  For CDSL and NSDL eCAS, the password is an encrypted version of the PAN. It varies by statement. If parsing fails, check the email that delivered the CAS for the correct password.
</Warning>

## Error handling

```python theme={null}
response = requests.post(...)
data = response.json()

if data.get("status") == "failed":
    error = data.get("msg")
    # Common errors:
    # - "Invalid password" — wrong PAN/encryption
    # - "Invalid PDF" — corrupted or scanned file
    # - "Unsupported format" — not a CAS file
```

## Next steps

<CardGroup cols={2}>
  <Card title="Gmail Import" icon="envelope" href="/guides/gmail-inbox">
    Import CAS from user email
  </Card>

  <Card title="CAS Generator" icon="rotate" href="/guides/cas-generator">
    Request CAS programmatically
  </Card>
</CardGroup>