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Script to extract data from the Consolidated Mutual fund statement by CAMS

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deepakshenoy/mf-statement-data-extractor

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Introduction

CAMS provides a service to get a pdf statement with all the mutual transactions within a specified period, from most of the fund houses. I needed a way to extract the data from the pdf, and so I wrote this script to do just that.

Instructions

  1. Install R. Follow the instructions present here.
  2. Install RSudio. This is not necessary, but good to have. You can download it here.
  3. Install the required packages either by opening R or RStudio
    1. Install magrittr by running this command install.packages('magrittr')
    2. Install dplyr by running this command install.packages('dplyr')
    3. Install stringr by running this command install.packages('stringr')
    4. Install tabulizer by running this command first install.packages('ghit'). After this, run this command if you are on windows ghit::install_github(c("ropensci/tabulizerjars", "ropensci/tabulizer"), INSTALL_opts = "--no-multiarch"), or this command otherwise ghit::install_github(c("ropensci/tabulizerjars", "ropensci/tabulizer")). Java needs to be present in the system for this package.
  4. Download the script.R and standalone-functions.R files
  5. Edit the <filename> and <password> parameters in the script.R file
  6. Run the script.R file
  7. The output csv files will be present in the same directory as script files

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Script to extract data from the Consolidated Mutual fund statement by CAMS

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