Product Release Notes

Last Updated: February 2026
API Documentation: docs.casparser.in/reference

📅 February 2026

Usage Tracking & Analytics

Monitor API consumption via new endpoints and the Web Portal dashboard.

API Endpoints:

Web Portal (app.casparser.in):

• Visual usage dashboard with charts and trends

• Filter by date range and feature type

Response includes: X-Request-ID, feature name, credits, status code, and timestamp for each API call.

📅 January 2026

Portfolio Connect SDK

Drop-in widget for importing Indian investment portfolios — go live without building UI.

npm install @cas-parser/connect

What it does:

• Pre-built UI for file upload, CDSL OTP fetch, and MF statement generation

• Works with React, Next.js, Angular, Vue, Vanilla JS, React Native, and Flutter

• Customizable branding (logo, title, colors)

• Event callbacks for analytics integration

Integration:

<PortfolioConnect
  accessToken="at_xxxxx"
  onSuccess={(data) => console.log(data)}
>
  {({ open }) => <button onClick={open}>Import Portfolio</button>}
</PortfolioConnect>

Bundle sizes: 54KB gzipped (standalone)

Short-Lived Access Tokens

Securely pass parsing capability to client-side applications without exposing your API key.

How it works:

1. Generate token from your backend: POST /v1/access-token

2. Pass the at_ prefixed token to frontend/SDK

3. Token works as drop-in replacement for x-api-key

Properties:

• Expires in 60 minutes (configurable)

• Cannot generate other tokens

• Verify validity: POST /v1/verify-token

Inbox Integration - Gmail Import

Import CAS files directly from user email inboxes via OAuth. CASA verified by Google for secure, compliant email access. Automatically access future or historical eCAS files without user’s manual action.

Flow:

1. POST /v4/inbox/connect → Get OAuth URL

2. User authorizes read-only email access

3. POST /v4/inbox/cas → List and download CAS attachments

Supported senders: CDSL, NSDL, CAMS, KFintech

Security:

• Google CASA Audit approved

• Read-only access (cannot send emails). Access restricted to eCAS statement only.

• Tokens encrypted server-side

• User can revoke via /v4/inbox/disconnect

CDSL Instant Fetch

Retrieve CDSL statements directly via OTP authentication — no email wait required.

Two-step flow:

1. POST /v4/cdsl/fetch — Submit credentials, receive OTP on registered mobile

2. POST /v4/cdsl/fetch/{session_id}/verify — Submit OTP, receive download URLs

Returns: Up to 6 monthly CAS PDFs as direct download URLs.

📅 December 2025

Demat Transaction History

CDSL and NSDL statements now include transaction-level detail for demat holdings.

Available in: /v4/smart/parse, /v4/cdsl/parse, /v4/nsdl/parse

Each holding now includes a transactions array with:

• Transaction date and type (buy/sell/corporate action)

• Quantity changes (open/close units)

• Value at transaction time

Web Portal: Expandable transaction rows in the results table for demat holdings.

Request Tracing

All API responses now include a X-Request-ID header in the format req_<alphanumeric>.

Use this ID to:

• Correlate requests with usage logs

• Reference specific calls when contacting support

• Debug issues in your application

📅 September 2025

NPS Account Support

National Pension System accounts are now captured in NSDL statements.

Response includes:

• PRAN (Permanent Retirement Account Number)

• Fund-wise holdings with gain/loss

• Tier classification (Tier I / Tier II)

• Fund type (Equity, Corporate Bond, Government Securities, etc.)

Holders Summary

NSDL statements now capture account holder information with linked PAN details for joint accounts and nominee tracking.

📅 July 2025

Mobile-Optimized Web Portal

The Web Portal (app.casparser.in) is now fully responsive with touch-friendly controls, optimized form elements, and improved layouts for mobile devices.

Security Trust Indicators

Enhanced upload area with prominent security messaging — no file storage after processing, end-to-end encryption, and India-hosted infrastructure.

Corporate Bonds Support (CDSL)

CDSL statements now parse corporate bond holdings alongside equities.

Bond data includes:

• ISIN and company name

• Coupon rate and maturity date

• Face value, market value, and total value

• Number of bonds held

Response structure:

{
  "holdings": {
    "corporate_bonds": [
      {
        "isin": "INE123A01234",
        "name": "Company Name",
        "coupon_rate": "8.5%",
        "maturity_date": "2027-12-31",
        "units": 10,
        "value": 105000
      }
    ]
  }
}

📅 June 2025

Smart Parse Endpoint

Single endpoint that auto-detects CAS type and returns a unified response format.

POST /v4/smart/parse

Benefits:

• No need to pre-identify if the PDF is from CDSL, NSDL, or CAMS/KFintech

• Consistent response schema regardless of source

• Reduces integration complexity

KFintech CAS Generator

Programmatically request CAS statements via KFintech's email mailback service.

POST /v4/kfintech/generate

Parameters: email, from_date, to_date, password, optional pan_no

The investor receives the password-protected CAS PDF in their email within minutes.

Live Chat Support

In-app chat support for real-time assistance with API integration and troubleshooting.

Sandbox Mode

Test API integrations without consuming credits using the sandbox key sandbox-with-json-responses. Returns realistic sample responses for all endpoints.

📅 April 2025

Passwordless Authentication

Sign in to the Web Portal using email magic links — no password required. Enter your email, click the link sent to your inbox, and you're in.

API Endpoints Summary

We've been in business since 2020, this is just an overview of recent releases :)

Getting Started

1. Sign up at app.casparser.in to get your API key

2. Use sandbox-with-json-responses as a test key for development

3. Explore the interactive API docs at docs.casparser.in/reference

Questions? Contact us at sameer@casparser.in