General
What is CAS Parser?
What is CAS Parser?
CAS Parser is an API that extracts structured data from Indian financial portfolio statements (CAS PDFs). It supports CDSL, NSDL, CAMS, and KFintech formats.
Who uses CAS Parser?
Who uses CAS Parser?
- Fintech apps — Portfolio tracking, wealth management
- Banks — Client onboarding, KYC verification
- Tax platforms — Capital gains calculation
- Research firms — Portfolio analysis
- Internal audit — Compliance and verification
What asset classes are supported?
What asset classes are supported?
CAS Parser extracts 9 asset classes:
- Equities
- Mutual Funds (demat & non-demat)
- Corporate Bonds
- Government Securities
- AIFs (Alternative Investment Funds)
- ETFs
- Insurance
- NPS (National Pension System)
- Contract Notes (broker trades)
Pricing & Credits
How much does it cost?
How much does it cost?
| Plan | Credits/Month | Price |
|---|---|---|
| Free | 10 | ₹0 |
| Lite 50 | 50 | ₹999/month |
| Pro 200 | 200 | ₹3,500/month |
| Ultra 750 | 750 | ₹10,500/month |
What counts as 1 credit?
What counts as 1 credit?
| Operation | Credits |
|---|---|
| CAS parsing (any type) | 1.0 |
| Contract note parsing | 0.5 |
| CDSL OTP fetch | 0.5 |
| KFintech CAS generation | 0.5 |
| Gmail inbox (per pull, any number of files) | 0.2 |
Do credits roll over?
Do credits roll over?
No. Credits reset monthly on your billing date. Unused credits don’t carry forward.
Can I get a refund?
Can I get a refund?
Refunds are subject to contract terms. Please reach out to support to discuss your specific situation.
Technical
What PDF formats are supported?
What PDF formats are supported?
Supported:
- Original digital PDFs from CDSL, NSDL, CAMS, KFintech
- Password-protected PDFs
- Scanned PDFs (no OCR)
- Photographed documents
- Tampered or modified PDFs
What's the password for my CAS PDF?
What's the password for my CAS PDF?
| CAS Type | Password |
|---|---|
| CDSL eCAS | Encrypted PAN (varies, check email) |
| NSDL eCAS | Encrypted PAN (varies, check email) |
| CAMS CAS | Your PAN number |
| KFintech CAS | Your PAN number |
How long does parsing take?
How long does parsing take?
| Operation | Duration |
|---|---|
| CAS parsing | 5-30 seconds |
| CDSL OTP fetch (Step 1) | 15-20 seconds |
| CDSL OTP fetch (Step 2) | 2-5 seconds |
| KFintech generation | 1-2 minutes |
What's the maximum PDF size?
What's the maximum PDF size?
10MB per file. Larger files will be rejected.
Do you store my PDFs?
Do you store my PDFs?
No. PDFs are deleted immediately after parsing. We don’t store any uploaded files.
Is my data secure?
Is my data secure?
Yes. We use:
- TLS 1.3 encryption in transit
- AES-256 encryption at rest
- India-hosted infrastructure (DigitalOcean Bangalore)
- No data retention after parsing
- SOC 2 compliance (in progress)
Integration
Which programming languages are supported?
Which programming languages are supported?
CAS Parser is a REST API — works with any language that can make HTTP requests.Official SDKs:
- Portfolio Connect SDK (React, Next.js, vanilla JS)
- Python (requests)
- Node.js (fetch, axios)
- PHP, Ruby, Go, Java, .NET
Can I use it in the frontend?
Can I use it in the frontend?
Yes, but use access tokens instead of API keys:
- Generate token from your backend (
POST /v1/token) - Pass
at_token to frontend - Use Portfolio Connect SDK for best UX
How do I test without consuming credits?
How do I test without consuming credits?
Use the sandbox API key:Returns sample data for all endpoints. Rate limited to 10 requests/minute.Sandbox guide
What's the rate limit?
What's the rate limit?
- Standard plans: 60 requests/minute
- Enterprise: Custom limits
Features
Can I fetch CAS directly from CDSL?
Can I fetch CAS directly from CDSL?
Yes. Use the CDSL OTP Fetch feature:
POST /v4/cdsl/fetch— Request OTP- User enters OTP from SMS
POST /v4/cdsl/fetch/{session_id}/verify— Get CAS
Can I import CAS from Gmail?
Can I import CAS from Gmail?
Yes. The Gmail Inbox Import feature uses OAuth to import CAS files directly from user email.Gmail Import guide
Can I request CAS generation?
Can I request CAS generation?
Yes. Use the KFintech CAS Generator to trigger email mailback:The CAS is emailed to the user within 1-2 minutes.CAS Generator guide
Do you support contract notes?
Do you support contract notes?
Support
How do I get help?
How do I get help?
- Email: Contact Support (< 24hr response)
- AI Assistant: PortfolioGPT
- Documentation: You’re reading it!
Do you offer custom development?
Do you offer custom development?
Yes. Enterprise customers can request:
- Custom integrations
- On-premise deployment
- White-label solutions
- Dedicated support
What if parsing fails?
What if parsing fails?
- Check the error message in the response
- Verify PDF password (check CAS email)
- Ensure PDF is original (not scanned)
- Contact support with the
X-Request-IDheader
Compliance
Is CAS Parser RBI approved?
Is CAS Parser RBI approved?
CAS Parser is a parsing service, not a financial service. We don’t require RBI approval.We parse publicly available CAS files that investors already possess.
Is it DPDPA compliant?
Is it DPDPA compliant?
Yes. We comply with India’s Digital Personal Data Protection Act (DPDPA):
- No data retention after parsing
- User consent required for Gmail OAuth
- Data hosted in India
- Encrypted storage and transmission
Can I use it for credit underwriting?
Can I use it for credit underwriting?
Yes. CAS Parser includes tamper detection — modified or scanned PDFs are rejected. This makes it suitable for:
- Loan underwriting
- KYC verification
- Credit assessment