Portfolio Connect

Allow your customers to import investments in under 8 lines of code

Portfolio Connect SDK

Import Mutual Funds, Stocks, Bonds & ETFs in under 10 lines of code.

Customizable UI SDK - Step 2a (Path: Mutual Funds)

Customizable UI SDK - Step 2b (Path: Demat -- stocks etc)

Portfolio Connect SDK is meant to drive conversions for Portfolio Imports. Once the user completes the import, the client (aka your app/website) will get the final JSON output from Smart Parse API.

Live Demo: https://connect.casparser.in

Overview

Portfolio Connect is a drop-in UI widget that lets your users import their investment holdings from any Indian financial statement.

Supported Statements:

Statement	Covers	Methods
CAMS / KFintech CAS	Mutual Funds	PDF upload, Email request via KFintech
CDSL CAS	Stocks, ETFs, Bonds, SGBs, Demat/Non-Demat Mutual Funds, AIFs	PDF upload, OTP fetch
NSDL CAS	Stocks, ETFs, Bonds, SGBs, Demat/Non-Demat Mutual Funds, AIFs	PDF upload

Installation

npm install @cas-parser/connect

Or CDN:

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

React Example

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

<PortfolioConnect

accessToken="your_access_token"

config={{ enableGenerator: true, enableCdslFetch: true }}

onSuccess={(data) => console.log(data.holdings)}

>

{({ open }) => <button onClick={open}>Import Investments</button>}

</PortfolioConnect>

Vanilla JS Example

const data = await PortfolioConnect.open({

  accessToken: 'your_access_token'

});

console.log(data.holdings);

Response Data

See full schema: docs.casparser.in/reference

Security

India-hosted infrastructure
TLS 1.3 + AES-256 encryption
PDFs deleted after parsing