IntroductionCopied!

CAS Parser is a specialized fintech API that simplifies working with Consolidated Account Statements (CAS) from Indian depositories and registrars. If you're building financial applications that need to process investment data from Indian markets, CAS Parser is your solution.

What is a CAS?

A Consolidated Account Statement (CAS) is an official document that provides a comprehensive view of an investor's holdings across mutual funds, stocks, and other securities in India. These statements are issued by:

• CDSL (Central Depository Services Limited) - CDSL CAS Portal

• NSDL (National Securities Depository Limited) - NSDL CAS Portal

• CAMS (Computer Age Management Services) - CAMS CAS Portal

• KFintech (formerly Karvy) - KFintech CAS Portal

Each of these entities uses different formats and structures for their statements, making it challenging to process them programmatically.

How CAS Parser Helps

CAS Parser offers two ways to extract structured data from CAS files:

1. API Service: Integrate CAS parsing directly into your application

2. No-Code Portal: Upload and process CAS files through our web interface at app.casparser.in

CAS Generator

For testing and development purposes, you can use our CAS Generator tool to create sample CAS files that mimic the structure and format of real CAS documents. This helps you test your integration without requiring actual investor data.

The CAS Generator supports multiple formats including CDSL, NSDL, CAMS, and KFintech templates, allowing you to test your application against all supported statement types.

Trusted by Industry Leaders

CAS Parser powers some of the fastest growing and innovative financial platforms in India:

• KFintech

• Angel One

• Neo Wealth

• Grip Invest

• Dezerv

Getting StartedCopied!

For API Users

1. Obtain Your API Key

Getting started with CAS Parser is easy:

1. Sign up at app.casparser.in to create your account

2. Once logged in, navigate to the API Keys section

3. Generate your API key for integration

Test API Key: You'll receive a test API key immediately upon signup, which allows you to make a limited number of API calls to test the integration. This is perfect for development and testing before moving to production.

For production usage and higher rate limits, contact us at sameer@casparser.in.

2. API Integration Overview

The CAS Parser API is RESTful and straightforward to integrate. You'll need to:

• Authenticate using your API key

• Upload a CAS PDF file along with its password

• Receive structured data in JSON format

Our API handles all the complexity of parsing different CAS formats, extracting tabular data, and normalizing the information into a consistent structure.

3. Understanding the Response

The API returns a structured JSON response containing:

• Investor information (name, email, address)

• Folio details across different fund houses

• Scheme-level information including valuations

• Transaction history with dates, amounts, and units

For No-Code Users

1. Create an Account

Visit app.casparser.in and sign up using your email or Google account.

2. Upload Your CAS File

• Click on the "Upload CAS" button

• Select your CAS PDF file

• Enter the password for your CAS file

• Click "Parse"

3. View and Export Data

Once processed, you'll see a tabular view of your investment data. You can:

• Browse through your folios and schemes

• Sort and filter data

• Export to Excel, CSV, or JSON formats

Build vs BuyCopied!

The Challenge of Parsing CAS Files

Building your own CAS parser presents several challenges:

1. Complex PDF Extraction: CAS files are secured PDFs with varying layouts

2. Format Variations: Each issuer (CDSL, NSDL, CAMS, KFintech) uses different formats

3. Regular Changes: Formats change periodically, requiring constant updates

4. Data Normalization: Raw extracted data needs significant processing to be useful

Cost-Benefit Analysis

Factor	Build In-House	Use CAS Parser
Development Time	3-6 months	Immediate
Maintenance	Ongoing effort	Handled for you
Format Updates	Your responsibility	Automatic updates
Accuracy	Varies based on implementation	99.9%+ accuracy
Cost	High upfront + ongoing	Predictable subscription

Time-to-Market Advantage

Using CAS Parser allows you to:

• Launch your financial product faster

• Focus on your core business logic

• Avoid technical debt from complex parsing code

• Scale without worrying about parsing infrastructure

Core ConceptsCopied!

Understanding CAS Formats

CAS Parser supports all major CAS formats issued in India:

• CDSL CAS: Comprehensive holdings across depositories

• NSDL CAS: Similar to CDSL but with different structure

• CAMS CAS: Mutual fund holdings serviced by CAMS

• KFintech CAS: Mutual fund holdings serviced by KFintech

How the Parsing Engine Works

Our parsing engine uses a combination of advanced techniques:

1. PDF Extraction: Secure extraction of text and tabular data

2. Pattern Recognition: Identifying statement structures and data patterns

3. Data Normalization: Converting varied formats into a consistent structure

4. Validation: Ensuring data integrity through multiple validation steps

Output Formats

CAS Parser provides data in three formats:

• JSON: Ideal for API integration and programmatic use

• CSV: Perfect for data analysis and spreadsheet applications

• Excel: Ready for human review and financial planning

Integration GuidesCopied!

REST API

Authentication

All API requests require an API key passed in the X-API-KEY header.

Endpoints Overview

Endpoint	Method	Description
/v4/parse	POST	Parse a CAS file
/v4/status/:id	GET	Check processing status

Error Handling

The API uses standard HTTP status codes and returns detailed error messages to help you quickly identify and resolve issues.

Rate Limits

• Free tier: 10 requests per day

• Basic tier: 100 requests per day

• Premium tier: 1,000 requests per day

• Enterprise tier: Custom limits

No-Code Portal

Export Options

The web portal at app.casparser.in allows you to:

• Export to Excel (.xlsx)

• Export to CSV (.csv)

• Export to JSON (.json)

• View online in tabular format

Bulk Processing

Premium users can upload multiple CAS files at once for batch processing.

Data Visualization

The portal includes basic visualization features:

• Asset allocation charts

• Performance tracking

• Historical valuation graphs

Use CasesCopied!

Portfolio Tracking Applications

CAS Parser enables portfolio tracking apps to:

• Import historical transaction data

• Calculate accurate returns

• Track asset allocation

• Monitor portfolio performance

Case Study: Angel One Angel One integrated CAS Parser to allow their customers to import their entire investment history with a single upload, providing a comprehensive view of their financial journey.

Financial Analysis Tools

Financial analysis platforms use CAS Parser to:

• Aggregate investment data across accounts

• Perform tax calculations

• Generate financial reports

• Provide investment insights

Case Study: Neo Wealth Neo Wealth reduced their client onboarding time by 70% by automating the import of historical investment data through CAS Parser.

Wealth Management Platforms

Wealth management solutions leverage CAS Parser for:

• Client onboarding automation

• Portfolio consolidation

• Financial planning

• Performance reporting

Case Study: Grip Invest Grip Invest uses CAS Parser to help investors understand their existing portfolio allocation before making alternative investment decisions on their platform.

ResourcesCopied!

API Reference

For detailed API documentation, visit our API Reference.

FAQ

Visit our Frequently Asked Questions for common queries.

Support

For technical support, contact us at support@casparser.in.