Comments (3)
As far as I am aware, the CAS statements from CAMS or Karvy contains details of schemes registered across all three RTAs. So there is no need to generate separate statements as long as the email address is same.
From Karvy website
KFintech, CAMS and FTAMIL have come together to provide great convenience to investors by allowing them to see a consolidated view of their portfolio as a Mailback Statement.
If you have registered an email address in your folios across Funds serviced by CAMS, KFintech and FTAMIL, you can use this Mailback Service to obtain a consolidated PDF Account Statement at your registered email address
Also implementing this feature in the parser will be tricky due to various reasons
- handling separate passwords for pdfs
- identifying duplicate transactions
- handling statements with different date ranges
It may be better to leave it to the user to handle it by merging the two data structures. The logic for printing table is available in casparser cli
from casparser.
Thanks @codereverser !
However, the use case gets interesting when your RMs or fund houses are using multiple emails on your behalf.
I have many friends, who have at least 2 emails on which their funds are listed.
Cams works on email and Karvy on PAN.
So, you see this feature could be useful to process your funds under multiple email accounts.
Also, I am assuming its a hobby project and you really don't need to handle all use cases 👍
Can be handle in the code by individual developer.
p.s. Any plan on providing an html output ? The same table that we have on command line moved to html ?
from casparser.
Hmm, yeah .. that makes sense.
I am working on a webapp based on casparser, for this exact purpose i.e handling multiple portfolios of same person or family together, along with some meaningful statistics but have no ETA on that yet.
Let me see if I can port some parts of the code from there to here; not sure about supporting multiple pdf files, but html output seems doable.
from casparser.
Related Issues (20)
- Incorrect capital gains for funds where other funds have been merged into
- Unable to parse investor data HOT 5
- Issue with Amount alone record HOT 2
- casparser.exceptions.CASParseError: Unable to parse investor data HOT 2
- HeaderParseError: Error parsing CAS header HOT 2
- We can export exceptions so that user can return specific response instead of generic exception handling HOT 2
- having issue in parsing on linux server HOT 4
- Unable to fetch amfi values of recently renamed funds. HOT 2
- Error! - Cannot compute gains. CAS is incomplete! HOT 3
- Issue when there is space character inside RTA code #14 HOT 4
- Plans to support parsing of CAS generated by CDSL? HOT 1
- Long mutual fund folio scheme name is not fully read HOT 4
- How to calculate XIRR from this CAS parsed data HOT 3
- parser not working, resulting in excalamation mark / error rather than checked HOT 3
- Advisor Details are missing HOT 2
- Can we parse eCAS from NSDL HOT 1
- Parsing issue in cas In case of Bonus. HOT 2
- Issue in parsing
- Script is unable to parse 1 scheme in cas
- Use quotes for delimiters / use semicolons for separators when generating CSV HOT 1
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