Portfolio Intel Docs

1. Get an API key

Sign up in the developer portal and generate a key at portfoliointel.co.in/developers.

Prefix	Environment	Notes
sk_test_*	Sandbox	Uses sample data and is safe for development.
sk_live_*	Production	Real parsing, billing, and operational limits apply.

2. Parse your first CAS

Multipart upload

curl -X POST https://api.portfoliointel.co.in/api/v1/parse \
  -H "Authorization: Bearer sk_test_YOUR_KEY" \
  -F file=@statement.pdf \
  -F password=your_pdf_password

JSON body with base64

curl -X POST https://api.portfoliointel.co.in/api/v1/parse \
  -H "Authorization: Bearer sk_test_YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{"pdf_base64":"BASE64_DATA","password":"your_pdf_password"}'

3. Read the response shape

{
  "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" }
  }
}

4. Decide the right integration surface

• Use the REST API if your product already owns the workflow and just needs structured CAS output.
• Use MCP if your users work inside Claude, Cursor, Copilot, or another MCP-capable client.
• Use the browser tool when you want the most privacy-preserving individual-investor experience.

5. Keep the next steps sharp

• Go to Platforms for client-specific setup.
• Go to API Reference for exact endpoint behavior.
• Open Interactive API Docs when you need schema-level detail.