Portfolio Intel is a high-speed API for parsing Indian mutual fund Consolidated Account Statements (CAS) from CAMS and KFintech, and for running portfolio analytics. It is SEBI-compliant with India data residency and supports all nine asset classes.
Make direct HTTP calls to the /api/v1/* endpoints from any client.
Authenticate with an X-API-Key: sk_live_xxx header or
Authorization: Bearer sk_live_xxx. Upload a CAS PDF to receive
structured holdings, transactions, XIRR, allocation, and benchmark analysis.
AI agents such as Claude, ChatGPT, Cursor, and VS Code Copilot connect to the
/mcp endpoint, which speaks the MCP Streamable HTTP transport.
This lets agents parse CAS files and query portfolio insights directly.
The full interactive reference — request schemas, response examples, and a "Try it" console — is rendered below and generated from the OpenAPI specification.