IMPORT HOLDINGS
Bring every holding in,
automatically.
Upload your Consolidated Account Statement. We read it and show you exactly what's in it. It's free to try — no account needed to see it parsed.
Leave blank if your statement opens with your PAN. We use passwords once and never store them.
NSDL / CAMS / KFintech statements are usually protected with your PAN.
Where do I get a CAS?
Funds + demat equity, one file: download the Detailed Consolidated Account Statement from mfcentral.com — it covers every AMC you hold.
Everything you hold, monthly snapshot: the NSDL e-CAS emailed to you each month covers demat equity across both depositories (NSDL + CDSL accounts) plus your mutual fund folios. A standalone CDSL CAS (issued directly by CDSL rather than NSDL) works too.
Reading your statement
This usually takes a few seconds.
- Decrypting & parsing PDF
- Extracting holdings & units
- Matching against your portfolio
- Calculating changes
STATEMENT READ
We read your statement.
That's a real read of your statement — nothing above was guessed. Log in (or create a free account) to match it against your actual holdings. We'll pick up right where you left off, no re-upload needed.
We found your changes.
Everything's pre-selected and ready to apply. Uncheck anything you'd rather skip, then approve once. Removals are never auto-selected.
Your portfolio is up to date.
What this tool reads
A Consolidated Account Statement (CAS) from NSDL, CDSL, CAMS, KFintech or MF Central is a password-protected PDF listing every demat holding and mutual fund folio you own. This tool decrypts it, identifies the source, and extracts every equity and mutual fund line item — right in your browser session, with nothing saved until you choose to match it against a real portfolio.
Try it free with no account. When you're ready to see it reconciled against your actual holdings — what's changed, what's new, what to review — log in or create a free account and we'll pick up exactly where you left off.
From a parsed statement to a tracked portfolio
Reading the PDF is the easy part — the harder problem is turning it into a live, reconciled portfolio: matching folios and ISINs against what you already hold, catching splits and bonus issues, and flagging anything the statement doesn't explain. That's what Velthian does once you're logged in.
See your whole portfolio, tracked automatically
Velthian computes real returns across every asset class from statements like this one — no retyping folios, no spreadsheet. Read-only access, no trading permissions.
Read the full guide
For a walkthrough of where to download your CAS from each depository/RTA and what each statement variant covers, see Import Your CAS Statement and See Your Whole Portfolio.