CASParserPortfolio Connectv2.1.0
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Configuration

Get your token at app.casparser.in/api-keys
For dedicated or self-hosted CASParser instances. Leave blank to use the default (api.casparser.in).
BRANDING
THEME
ALLOWED STATEMENT TYPES
FEATURES
SUCCESS BEHAVIOR
Click → emits SUCCESS_CTA_CLICKED in the event log
MUTUAL FUND CAS REQUEST
⚠️ This password encrypts the generated PDF. The user will need it to open the file. Verify it works before going live.
INBOUND EMAIL
Leave blank to run in SDK polling mode (no webhook).
CUSTOM SUBMIT HANDLER
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
↻ Re-launch to preview your change

GENERATED CODE

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

<PortfolioConnect
  accessToken="sandbox-with-json-responses"
  config={{
    enableGenerator: true,
    enableCdslFetch: true,
    enableInbox: true,
    enableInboundEmail: true,
    inboundEmail: { pollIntervalMs: 3000 },
    successBehavior: "summary",
    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