See everything you own, in one view.

One email connection covers most of your portfolio. Add what it doesn't in a few taps.

Connect Gmail once. Mutual Funds / SIFs, Stocks and ETFs

We read statement emails from CAMS, KFintech, NSDL and CDSL, the registrars that issue your account statements. That covers your Mutual Funds / SIFs, Stocks and ETFs.

Read-only Access · Free · Disconnect Anytime

Auto-import via Gmail

Waiting for Google sign-in…

A Google sign-in tab just opened. Follow the steps there — this screen updates automatically once you allow access.

Waiting for Google sign-in…

Don't close the Google tab until sign-in is complete.

Select the Google account that receives your CAS statements.

Review the permissions and tap Allow. Keep the tab open until sign-in is complete.

Auto-import via Gmail

Sign-in not completed

The Google tab was closed before access was granted.

Sign-in tab was closed

Google access wasn't granted. Use the button below to try again.

Select the Google account that receives your CAS statements.

Review the permissions and tap Allow. Keep the tab open until sign-in is complete.

Auto-import via Gmail

Scanning your inbox

Looking for CAS statement emails from CAMS, KFintech, NSDL, CDSL, and Protean.

Scanning for CAS statements…

Usually takes under a minute. New statements will be picked up automatically going forward.

Auto-import via Gmail

Unlock your CAS files

One password per source — it applies to all files from that sender.

Auto-import via Gmail

Map your PANs

We found data for multiple PANs. Choose where each one should be imported — into an existing label or a new one.

Why this happens: CAMS and KFintech send one consolidated statement per email address — so folios held by spouse, parents, or HUF that share your email show up together. You can re-run this for another investor afterwards.

Auto-import via Gmail

Gmail connected

Auto-import is active. New CAS statements are processed as they arrive.

Auto-import via Gmail

Auto-import partially paused

One account needs reconnection. Import continues for the other.

Partially paused

1 of 2 accounts needs reconnection · Last statement received 2 hrs ago

Auto-import via Gmail

Auto-import paused

Access revoked for all accounts. Reconnect to resume.

Auto-import paused

All accounts need reconnection · Portfolio data is unaffected

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