📊 niveshkit

niveshkit is a TypeScript library to analyze financial statements like Mutual Funds, Stocks etc. It parses CAMS-style statements, fetches AMFI NAV data, and computes key metrics like XIRR, returns, and tax breakdowns. The motivation is to write a library that can be used offline in webapps or hybrid mobile apps. Thereby, reducing the need for internet connectivity.

⚠️ Work in Progress: Still under active development. Expect bugs, missing features, and breaking changes.

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Features

• Detects transaction types (SIP, Redemption, Dividend, etc.)
• Parses CAMS statements (text format)
• Pulls latest NAVs from AMFI
• Calculates:
  • Invested, redeemed, and current value
  • Realized / unrealized gains
  • XIRR / CAGR
• Analysis grouped by folio, scheme, or fund house
• Functional API — easy to extend, no database needed, no server needed.

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Install

pnpm add niveshkit

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Quick Example

  // Coming Soon

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Dev Setup (WIP)

pnpm install
# Drop your CAMS PDF statement in `packages/mf/__tests__/data/cams-sample.pdf`
pnpm --filter @niveshkit/mf test

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Inspirations:

• CASParser

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License

MIT