CASParserPortfolio Connectv1.3.0
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Configuration

Get your token at app.casparser.in/api-keys
BRANDING
ALLOWED STATEMENT TYPES
FEATURES
GENERATOR SETTINGS
⚠️ This password is sent to KFintech to encrypt the generated PDF. The user will need this password to open the file. Verify it works before going live.
PREFILL VALUES (Optional)
EVENT LOG
Events will appear here...

Portfolio Connect Playground

Drop-in widget for importing Indian investment statements.
Configure on the left, launch below.

$npm install @cas-parser/connect

GENERATED CODE

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

<PortfolioConnect
  accessToken="sandbox-with-json-responses"
  config={{
    enableGenerator: true,
    enableCdslFetch: true,
    enableInbox: true,
    generator: {
      password: "Abcdefghi12$",
    },
    inbox: {
      redirectUri: "https://your-app.com/oauth/callback",
    },
  }}
  onSuccess={(data, metadata) => console.log(data)}
  onError={(error) => console.error(error)}
  onEvent={(event, meta) => analytics.track(event, meta)}
>
  {({ open }) => (
    <button onClick={open}>Import Investments</button>
  )}
</PortfolioConnect>
Works with
ReactNext.jsVueAngularSvelteVanilla JSReact NativeFlutter