- Start your Navexa journey
- Authentication
- Reports
- Benchmark
- CashAccount
- CashAccountTransactions
- Clients
- Holdings
- PortfolioPerformance
- Portfolios
- ProRataDistributions
- StocksIncome
- TaxSettings
- Trades
- CustomInvestmentPrice
- Schemas
- Sample Schemas
- Schemas
- AccountLinkSettings
- AccountSettings
- AccountLinkViewModel
- AddClientVM
- AddTradeModel
- AddPriceModel
- AddClientModel
- ApplicationUser
- AuthorizeTokenRequest
- BenchmarkSettings
- CalculationSettings
- AdjustmentData
- CategoryPerformancePreferenceOptions
- ChartPreferenceOptions
- AssignPortfolioToClientVM
- ChecklistItem
- Client
- AutomationSettings
- ClientExpanded
- CGTDistributionsModel
- BillingSettings
- ClientModel
- CGTError
- ClientPortfolio
- CGTEventModel
- ClientVM
- CGTReportModel
- ColumnSettings
- ComponentColumn
- CapitalGainLoss
- ComponentSettings
- CapitalGainsBreakdown
- CreateCashAccountVM
- CapitalGainsTaxSummary
- CreateCashTransactionVM
- CapitalGainsTaxSummaryModel
- CreateComponentDTO
- CashInterest
- CreatePortfolioSettingsModel
- CryptoIncome
- CryptoTrade2
- CustomGroupCategory
- DiversificationPreferenceOptions
- Dividend
- ClientPortfolioVM
- DividendDTO
- DividendError
- EmailSettings
- EmbeddedComponent
- FilterCriteria
- CompanyListResponseDTO
- GroupAccount
- CompanyManagementDTO
- GroupAccountResponse
- GetPriceModel
- GroupUserAdd
- GroupUserLookup
- CreateProPortfolioVM
- GroupUserResponse
- GroupUserUpdate
- CryptoIncomeDTO
- Holding
- CryptoIncomeSummary
- HoldingClassification
- HoldingModel
- HoldingNote
- DateRange
- HoldingPerformancePreferenceOptions
- DeductionsSummary
- HoldingPublisherData
- HoldingSettingsModel
- CryptocurrencyListResponseDTO
- HoldingTaxSettings
- CryptocurrencyManagementDTO
- HoldingType
- DividendData
- IHoldingSettings
- CustomerProfileDto
- IncomeContributionsSettings
- CustomerSearchResultDto
- IncomeReturnPreferenceOptions
- IntegrationMethodAccuracy
- IntegrationMethodSupportLevel
- ForeignTaxableIncomeSummary
- IntegrationType
- IntercomSettings
- IosIapPurchase
- IosIapSubscriptionInfo
- ManageClientModel
- Metadata
- OnboardingChecklist
- OnboardingSurvey
- OverviewPreferences
- OwnerPlan
- GicIndustry
- PaymentPlatform
- GicIndustryGroup
- Portfolio
- GicSector
- PortfolioDiviersifcationSettings
- GicSubIndustry
- PortfolioPreferences
- HoldingReturnViewModel
- PortfolioRequest
- PortfolioSettings
- PortfolioHoldingModel
- HoldingSummaryPerformanceViewModel
- PortfolioTaxSetting
- PortfolioModel
- PortfolioType
- HoldingTaxSettingsVM
- HoldingSymbolUpdateModel
- ProRataTotals
- HoldingTaxSettingsDTO
- ProRegisterModel
- HoldingTypeEnum
- Provider
- ProviderIntegrationMethod
- SaleAllocationStrategies
- IncomeIntegrationMapping
- SharingSettings
- IncomeIntegrationMappingDto
- SubscriptionPlan
- IncomeRecord
- ImpersonationRequestDto
- TestimonialInformation
- ImpersonationResponseDto
- TimeSpan
- TrackingInformation
- Trade
- TradeMetadata
- TradeType
- InterestIncomeSummary
- TradeTypeEnum
- UpdateCashAccountVM
- UpdateCashTransactionVM
- UpsertIncomeRecord
- IntercomAdmin
- UpsertPortfolioModel
- UpdatePriceModel
- MyTaxIncomeSummary
- IntercomAvatar
- UserPortfolio
- MyTaxReportModel
- IntercomCanvasContext
- UserPreferences
- IntercomCanvasInitializeDto
- UserSharedWith
- IntercomCanvasSubmitDto
- IntercomContact
- IntercomCustomer
- IntercomRevokeAccessDto
- PortfolioPerformanceViewModel
- PortfolioTaxSettingDTO
- PortfolioTaxSettingsVM
- SharePortfoliosVM
- NotificationSettings
- TaxableIncomeReportModel
- TaxableIncomeSummary
- TotalReturnViewModel
- TradeIntegrationMapping
- StartImpersonationDto
- StopImpersonationDto
- TrialEligibilityDto
- TrialResetRequestDto
- TrialResetResponseDto
- UpdateAccountSettingsDto
- UpdateUserProfileDto
CreatePortfolioSettingsModel
{
"taxEntityType": "individual",
"endOfFinancialYear": "06-30",
"enableCorporateActionAutomation": true,
"enableDividendAutomation": true
}