> ## 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.

# Portfolio Links

> Create branded collection pages for clients to upload CAS statements. No code required.

## Overview

Portfolio Links let advisors and wealth managers create branded collection pages where clients can upload their CAS PDFs. The parsed portfolio data is emailed to the advisor automatically.

**Use case:** Collect CAS from clients without building any integration. Share a link, clients upload, you get parsed data.

***

## How It Works

```mermaid theme={null}
sequenceDiagram
    participant Advisor as Advisor
    participant Portal as Web Portal
    participant Client as Client
    participant Page as link.casparser.in
    participant API as CAS Parser

    Advisor->>Portal: Create branded link
    Portal-->>Advisor: link.casparser.in/acme-wealth
    Advisor->>Client: Share link
    Client->>Page: Visit link, upload CAS PDF
    Page->>API: Parse CAS
    API-->>Advisor: Email with parsed portfolio data
```

***

## Getting Started

1. Go to [app.casparser.in/portfolio-links](https://app.casparser.in/portfolio-links)
2. Click **Create Link**
3. Enter your company name, slug, and notification email
4. Optionally upload a logo for your branded page
5. Share your link: `link.casparser.in/{your-slug}`

That's it. No API integration needed. Everything is managed through the web portal.

***

## Use Cases

| Use Case               | Approach                                           |
| ---------------------- | -------------------------------------------------- |
| **Per advisor/RM**     | Each relationship manager creates their own link   |
| **Per client segment** | Different links for HNI, retail, corporate clients |
| **Per campaign**       | Track submissions by marketing campaign            |
| **Per branch/city**    | Separate links for different office locations      |

***

## Billing

Portfolio Links submissions consume **0.2 credits** per submission.

***

## Related

<CardGroup cols={2}>
  <Card title="Web Portal" icon="browser" href="https://app.casparser.in/portfolio-links">
    Create and manage your Portfolio Links
  </Card>

  <Card title="Portfolio Connect SDK" icon="code" href="/sdk/portfolio-connect">
    Need a code-based integration? Use the embeddable SDK instead
  </Card>
</CardGroup>