How do I upload NSDL, CDSL or CAMS statements to create a portfolio?
NGEN Markets Admin
Last Update 2 years ago
When you start creating a portfolio, you will see options for NSDL, CDSL and CAMS Summary uploads.
You can click on the relevant option where you will have to enter the password and then upload the corresponding file.
NGEN Markets will read Mutual Fund holdings and display them. We use ISIN codes to figure out which mututal funds are in the statement. If there are ISINs that cannot be found, you will see a message in red notifying you.
Reading PDF files and parsing text out of them is messy business and not always 100% reliable (one small format change can mess everything up!). If you have trouble uploading a statement, please write to us with as much information as possible on [email protected]. We keep updating our readers to deal with changes and issues as a result of user feedback.
See an example below of a CDSL statement being uploaded:
