Navexa API
  1. Reports
Navexa API
  • Start your Navexa journey
  • Authentication
  • Reports
    • Get ATO myTax report
      GET
    • Get ATO myTax report PDF
      GET
    • Get Capital Gains Tax report
      GET
    • Get Taxable Income report
      GET
    • Get Unrealised Capital Gains Tax report
      GET
  • Benchmark
    • Get the benchmark return for a portfolio
      GET
  • CashAccount
    • Get Cash Account
      GET
    • Delete a Cash Account
      DELETE
    • Get all Cash Accounts
      GET
    • Create a Cash Account
      POST
    • Update a Cash Account
      PUT
    • Get Cash Account Transactions
      GET
  • CashAccountTransactions
    • Get a Cash Account Transaction
      GET
    • Delete a Cash Account Transaction
      DELETE
    • Create a Cash Account Transaction
      POST
    • Update a Cash Account Transaction
      PUT
  • Clients
    • Get all Clients
      GET
    • Create a client
      POST
    • Gets Client
      GET
    • Update a client
      PUT
    • Delete client
      DELETE
    • Get client Portfolios
      GET
    • Assign portfolios to client
      PUT
  • Holdings
    • Get a holding
    • Update a holding
    • Delete a holding
    • Get a holding's trades
    • Get holding income records
    • Update a holding's symbol and exchange
  • PortfolioPerformance
    • Get portfolio performance
  • Portfolios
    • Get all portfolios
    • Create a portfolio
    • Get a portfolio
    • Update a portfolio
    • Delete a portfolio
    • Get all portfolio holdings
  • ProRataDistributions
    • Update ETF Distributions ProRata
  • StocksIncome
    • Get an income record
    • Update Income record
    • Confirm Income record
  • TaxSettings
    • Get all portfolio tax settings
    • Get portfolio tax setting
    • Update portfolio tax settings
  • Trades
    • Get a trade
    • Delete a trade
    • Add a trade
  • CustomInvestmentPrice
    • Get a Price
    • Delete a Price
    • Add a Price
    • Update a Price
  1. Reports

Get Unrealised Capital Gains Tax report

GET
/v1/reports/{portfolioId}/unrealised-capital-gains-tax
Get the unrealised capital gains tax report for a specific portfolio and financial year.

Request

Authorization
API Key
Add parameter in header
Authorization
Example:
Authorization: ********************
or
Path Params

Query Params

Request Code Samples

Shell
JavaScript
Java
Swift
Go
PHP
Python
HTTP
C
C#
Objective-C
Ruby
OCaml
Dart
R
Request Request Example
Shell
JavaScript
Java
Swift
curl --location --request GET '/v1/reports//unrealised-capital-gains-tax?calculationDate' \
--header 'Authorization: <api-key>'

Responses

🟢200OK
application/json
Success
Body

Example
{
    "portfolioName": "string",
    "taxSummary": {
        "reportDate": "2019-08-24T14:15:22Z",
        "financialYear": "string",
        "shortTermGainsTotal": 0,
        "shortTermGainsAvailableLosses": 0,
        "shortTermGainAfterLosses": 0,
        "nonDiscountedCapitalGains": 0,
        "longTermGainsTotal": 0,
        "longTermGainsAvailableLosses": 0,
        "longTermGainAfterLosses": 0,
        "discountedCapitalGains": 0,
        "cgtConcessionTotal": 0,
        "taxEntityType": "string",
        "totalGain": 0,
        "claimableAmount": 0
    },
    "longTermCapitalGainTrades": [
        {
            "holdingId": 0,
            "symbol": "string",
            "exchange": "string",
            "holdingType": 1,
            "saleAllocationMethod": "string",
            "purchaseDate": "2019-08-24T14:15:22Z",
            "eventDate": "2019-08-24T14:15:22Z",
            "quantitySold": 0,
            "saleValue": 0,
            "gainValue": 0,
            "costBase": 0,
            "saleTradeId": 0
        }
    ],
    "shortTermCapitalGainTrades": [
        {
            "holdingId": 0,
            "symbol": "string",
            "exchange": "string",
            "holdingType": 1,
            "saleAllocationMethod": "string",
            "purchaseDate": "2019-08-24T14:15:22Z",
            "eventDate": "2019-08-24T14:15:22Z",
            "quantitySold": 0,
            "saleValue": 0,
            "gainValue": 0,
            "costBase": 0,
            "saleTradeId": 0
        }
    ],
    "capitalLossTrades": [
        {
            "holdingId": 0,
            "symbol": "string",
            "exchange": "string",
            "holdingType": 1,
            "saleAllocationMethod": "string",
            "purchaseDate": "2019-08-24T14:15:22Z",
            "eventDate": "2019-08-24T14:15:22Z",
            "quantitySold": 0,
            "saleValue": 0,
            "gainValue": 0,
            "costBase": 0,
            "saleTradeId": 0
        }
    ],
    "nonDiscountedCapitalGainDistributions": [
        {
            "holdingId": 0,
            "symbol": "string",
            "exchange": "string",
            "holdingType": 1,
            "eventDate": "2019-08-24T14:15:22Z",
            "gainValue": 0
        }
    ],
    "discountedCapitalGainDistributions": [
        {
            "holdingId": 0,
            "symbol": "string",
            "exchange": "string",
            "holdingType": 1,
            "eventDate": "2019-08-24T14:15:22Z",
            "gainValue": 0
        }
    ]
}
Modified at 2025-10-24 04:35:20
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