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One email connection covers most of your portfolio. Add what it doesn't in a few taps.
Connect Gmail once. Mutual Funds, 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, 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.
1
Select the Google account that receives your CAS statements.
2
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.
1
Select the Google account that receives your CAS statements.
2
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.
Wrong inbox?
If your CAS statements are sent to a different Gmail address, you can connect that one too.
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 active
2 accounts connected · Last statement received 2 hours ago
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
Gmail accounts
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Access revoked · reconnect to resume
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Access revoked · reconnect to resume
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Access revoked · reconnect to resume
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