CASParser Demo

Web demo for casparser - parse Consolidated Account Statement (CAS) PDF files issued by CAMS, KFintech, NSDL and CDSL.

⭐ Demo :- https://cas.atomcoder.com

Features

• Portfolio summary and valuation - folios, schemes and transactions from CAMS / KFintech statements
• Capital gains report - FIFO-matched LTCG / STCG per financial year, including taxable LTCG (grandfathering and indexation aware). Requires a detailed statement covering the full investment history (all schemes with zero opening balance)
• Demat holdings - equities, mutual funds and bonds from NSDL / CDSL consolidated statements
• Data-quality warnings - parse warnings (e.g. unit-balance checksum mismatches) and incomplete-statement notices are surfaced in the UI

Summary

Detailed

Dependencies

• backend
  • python >= 3.13
  • uv
• frontend
  • node >= 20
  • yarn

Setup

Backend

1. Install dependencies

uv sync

2. Setup .env (Optional)

Copy env.example to .env and update values as required. This step is optional and probably would be required only for production deployments

3. Run API

uv run uvicorn app:app --reload

Frontend (development)

1. Install dependencies

cd ui
yarn install

2. Run frontend

yarn dev

The dev server proxies /api to http://127.0.0.1:8000 (see ui/nuxt.config.ts).