Portfolio Connect SDK

import { PortfolioConnect } from '@cas-parser/connect';

function App() {
  return (
    <PortfolioConnect
      accessToken="your_access_token"
      config={{
        enableGenerator: true,   // MF email fetch
        enableCdslFetch: true,   // CDSL OTP fetch
        enableInbox: true,       // Gmail inbox import
      }}
      onSuccess={(data) => console.log(data.holdings)}
    >
      {({ open }) => <button onClick={open}>Import Investments</button>}
    </PortfolioConnect>
  );
}

<script src="https://cdn.jsdelivr.net/npm/@cas-parser/connect/dist/portfolio-connect.standalone.min.js"></script>
<button id="import-btn">Import Portfolio</button>

<script>
document.getElementById('import-btn').onclick = async () => {
  try {
    const { data, metadata } = await PortfolioConnect.open({
      accessToken: 'your_access_token',
      config: { enableCdslFetch: true }
    });
    console.log('Holdings:', data.holdings);
  } catch (error) {
    if (error.message === 'Widget closed by user') {
      console.log('User cancelled');
    } else {
      console.error('Error:', error.message);
    }
  }
};
</script>

# Backend: Generate access token
import requests

response = requests.post(
    "https://api.casparser.in/v1/token",
    headers={"x-api-key": "your_api_key"},
    json={"expiry_minutes": 60}
)
access_token = response.json()["access_token"]
# Pass this at_ prefixed token to your frontend

interface ParsedData {
  meta: {
    cas_type: 'CAMS_KFINTECH' | 'CDSL' | 'NSDL';
    statement_period: {
      from: string;  // YYYY-MM-DD
      to: string;    // YYYY-MM-DD
    };
    generated_at: string;  // ISO 8601
  };
  investor: {
    name: string;
    pan: string;
    email?: string;
    mobile?: string;
    address?: string;
    pincode?: string;
    cas_id?: string;
  };
  summary: {
    total_value: number;
    accounts: {
      demat: { count: number; total_value: number };
      mutual_funds: { count: number; total_value: number };
      insurance: { count: number; total_value: number };
      nps: { count: number; total_value: number };
    };
  };
  demat_accounts: Array<DematAccount>;
  mutual_funds: Array<MutualFundFolio>;
  insurance: {
    life_insurance_policies: Array<LifeInsurancePolicy>;
  };
  nps: Array<NPSAccount>;
}