CDSL Parser 🗄️ — Convert CDSL CAS to CSV, Excel — CAS Parser

If you’ve ever invested in stocks, or securities, you must be aware of the CAS Statement provided by CDSL and NSDL.
Here’s a short intro, how-to, and a nifty tool to parse the statement.

TLDR; CASParser.in allows you to convert CAS PDF from CDSL & NSDL to CSV/Excel/JSON.

What is CAS? And what does a CAS Statement contain?

CAS Statement (or Consolidated Account Statement) issued by CDSL and NSDL contains a list of all stocks, mutual funds, government securities, bonds, etc assets you own under all Demat accounts under your PAN number.

This is an aggregation of all your Demat Account holdings, whether direct or regular, regardless of the broker you bought it from offline or online(Zerodha Coin, etc)

How to generate a CDSL CAS Statement?

Step 1:
Visit the CDSL website.
https://www.cdslindia.com/cas/logincas.aspx

1. Enter your PAN number.
2. Enter your BO ID 16 Digits (or Demat Account Number)
3. Enter the date of birth and click “Submit”.

Step 2:

1. Upon clicking on submit, an OTP will be sent to your registered mobile number.
2. Upon submitting the OTP, you will see the option to select a month to download the CAS PDF.

💡But PDF? 💡

CAS is a PDF statement; how do you convert it into a parseable format like CSV or JSON, or Excel?
This is quite a cumbersome process and requires high precision when done at scale.

Introducing CASParser, a simple tool that allows you to convert your CAS PDF to a parseable format like CSV/Excel/JSON by simply uploading your PDF.

CASParser.in also offers a robust API that allows you to provide portfolio tracking features as available in apps like IndMoney, etc.

Step 3. Send the PDF to the CAS Parser API along with the PDF password as a URL or as a File object. Check out the API documentation here.

🚀 Why CASParser?

1. CAS Parser is a Developer-First Product. It is designed to be used by Developers from the ground up.
2. Parse CDSL, NSDL, CAMS, KFintech/Karvy statements with CASParser.
3. State-of-the-art DevOps designed to be always Up & Running.
4. Encrypted Data Protection — Your customers’ information and your data need to be safeguarded. That’s why we do not store any information on our servers.
5. Dedicated Customer Support — Our support team can give you information and guidance when you need it most
6. AI-Powered Parsing — With a 95% PDF Parsing Rate, we can parse almost all transactions in any given CAS PDF
7. Precise Data Extraction — State of the Art parsing technology used to parse the PDF so that no data point goes missing
8. Detailed Transaction Analysis — Retrieve all Data points in detail from the CAS Statements
9. Fraud Prevention — Prevent Fraudulent statements by cross-checking Investor’s information like Name, Address, PAN, Email, etc
10. Track your User’s Portfolios — Build a Better User Experience by checking your calculating your Customer’s Portfolio Health and provide recommendations to manage Risk
11. Find ISIN Security Details — Be it a Debt, or Equity, or any other fund, CASParser will provide you with its security details like ISIN for all securities.
12. The best part? Money-back Guarantee
    See any discrepancies in the data? Write to us and get API request credits back to your plan’s quota.

Head over to CASParser.in for a glance

Here’s a list of FAQs for CDSL CAS by CDSL.

If you’re looking to build a portfolio tracking module for your own app or website — Check out our API offering here.

Looking for custom solutions? Write to me at sameer[ at ] casparser.in

Let me know what you think in the comments below :)

Until next time,

Sameer from CASParser.in