Parse CAS

Upload a CAMS or KFintech CAS PDF. The parser returns a snapshot with funds, units, NAV, and allocations.

Endpoint

POST https://api.portfoliointel.co.in/api/v1/parse

Authentication

X-API-Key: sk_live_* or Authorization: Bearer sk_live_*.

Client type	Auth model
Claude Desktop / ChatGPT	OAuth 2.1 + PKCE
Claude Code / Cursor / Copilot	Bearer token in config
REST clients	Bearer token or X-API-Key

Request

cURL

curl -X POST https://api.portfoliointel.co.in/api/v1/parse \
  -H "X-API-Key: sk_live_..." \
  -F "file=@cas.pdf" \
  -F "password=optional-pdf-password"

Node

const form = new FormData();
form.append('file', pdfBlob, 'cas.pdf');

const res = await fetch('https://api.portfoliointel.co.in/api/v1/parse', {
  method: 'POST',
  headers: { 'X-API-Key': process.env.PI_KEY! },
  body: form,
});

Python

r = requests.post(
    'https://api.portfoliointel.co.in/api/v1/parse',
    headers={'X-API-Key': os.environ['PI_KEY']},
    files={'file': open('cas.pdf', 'rb')},
)

Request body options

• Multipart form upload with file and optional password
• JSON body with pdf_base64 and optional password
• Sandbox reference with pdf_ref: "sample_cams_2024" for test keys

Caution

CAMS and KFintech PDFs use different column layouts. The parser auto-detects the source format.

Response

Returns { data: { snapshot_id, mutual_funds[], analytics } }.

{
  "success": true,
  "data": {
    "snapshot_id": "snap_abc123",
    "investor_name": "ADITYA SHARMA",
    "as_of_date": "2024-12-31",
    "source": "CAMS",
    "statement_type": "DETAILED",
    "total_value": 1250000,
    "folio_count": 3,
    "mutual_funds": [
      {
        "name": "Axis Bluechip Fund - Direct Growth",
        "isin": "INF846K01EW2",
        "units": 500.123,
        "nav": 52.34,
        "value": 26174.44
      }
    ],
    "confidence": { "document": 0.95, "level": "HIGH" }
  }
}

Next steps

Enrich

Reports