Supported statements
Which statements VestBook reads
Upload the files you already receive. Each file is read in memory on servers in Mumbai, shown to you to check, and then discarded.
| Source | What you upload | Status |
|---|---|---|
| CAMS and KFintech | Mutual fund Consolidated Account Statement (CAS) PDF, including transaction history for returns | Live |
| NSDL and CDSL | Depository CAS PDF with shares, ETFs, bonds and mutual fund units held in demat | Live |
| Groww | Stocks holdings and mutual fund holdings reports (Excel) | Live |
| Zerodha | Console holdings report (Excel or CSV) | Live |
| EPFO | Member passbook PDF from the EPFO member portal | Live |
| Other brokers | Holdings exported as Excel or CSV, read by their column titles | Live |
| Fixed deposits and bonds | Entered by hand from the deposit receipt or bond details | Live |
| NPS | Statement of transactions from the CRA | Coming soon |
| PPF | Passbook or statement from the bank | Coming soon |
| ULIPs | Policy statements from insurers | Coming soon |
| Bank FD advice | Deposit advice PDFs from banks, read automatically | Coming soon |