● Mutual Fund Portfolio Tool

CAS Statement Parser

Upload your Consolidated Account Statement PDF to instantly extract your mutual fund holdings, transactions, and portfolio summary.

📄
Drag & drop your CAS PDF here or browse files

Portfolio

Filter by PAN
Scheme ↕ AMC PAN ↕ Type Units (Reported) Calc. Units NAV (₹) Value (₹) Cost (₹) Txns 

      

    


  


  
  
  
  


    

      
● Bank Statement Tool

      
Bank Statement Parser

      
Upload your bank statement text file to extract transactions with type and channel classification.

    


    

      

        

          
          
        


        

          
          
🏦

          
Drag & drop your statement .txt file here or browse files

          

        


        

        
        

      

    


    

      

        
Transactions

        
      


      


      

        
        
      


      

        

          
          
          

            
            
            
            
            
          

          
        

        

          

            
              

                Date ↕
                Description
                Short Title
                Type
                Category
                Amount ↕
                Merchant ↕
              

            
            
          

        

      


      

        

      

    


  


  
  
  
  


    

      
● Credit Card Tool

      
Credit Card Parser

      
Upload your credit card statement PDF to extract transactions with category and merchant classification.

    


    

      

        

          
          
        


        

          
          
💳

          
Drag & drop your statement .pdf file here or browse files

          

        


        
        

      

    


    

      

        
Transactions

        
      


      


      

        
        
      


      

        

          
          
          
          

            
            
            
          

          
        

        

          

            
              

                Date ↕
                Description
                Short Title
                Type
                Category
                Amount ↕
                Merchant ↕
              

            
            
          

        

      


      

        

      

    


  


  
  
  
  


    

      
● CDSL Portfolio Tool

      
CDSL CAS Parser

      
Upload your CDSL Consolidated Account Statement PDF to extract equity, mutual fund, and NPS holdings with full transaction history.

    


    

      

        

          
          
📊

          
Drag & drop your CDSL CAS .pdf here or browse files

          

        

        

          
          
        

        
        

      

    


    

      

        
Portfolio

        
      


      


      

        
        
        
        
      


      
      

        

          

            
              

                Type
                DP / Institution Name
                DP ID
                Client ID (BO ID)
                PRAN / CRA
              

            
            
          

        

      


      
      

        

          
          
          
          
        

        

          

            
              

                Date ↕
                ISIN
                Security
                Description
                Amount (₹) ↕
                Units
                Category
                Account
              

            
            
          

        

      


      
      

        

          
          
          
          
        

        

          

            
              

                ISIN
                Security
                Folio
                Quantity ↕
                NAV (₹)
                Value (₹) ↕
                P&L (₹) ↕
                P&L %
                Category
                Account