List capital losses

Every capital loss recorded against a portfolio, oldest financial year first, with the applications that have consumed part of it. grossLossAmount is the loss as recorded and never changes as the loss is used; each entry in applications is one amount applied against a gain in the financial year named by appliedInFinancialYear. This endpoint reports both sides as recorded and does not net them, so the amount still available is not a field here: read currentCapitalLossBalance and the per-year remainingLossBalance from the tax-years endpoint, which is the service that carries the balance. source is FinalisedReport for a loss produced by locking a tax year and Manual for one the account holder entered. An application with isExternal true was applied against a gain made outside Navexa, so no Navexa report accounts for it.

Access

OAuth scope: tax:read

Plan feature: Capital Gains Tax Report

Available on: Basic, Standard, Premium and Pro

Free trial: not available

Responses

🟢200OK

application/json

Success

Bodyapplication/json

Example

[
    {
        "id": 0,
        "portfolioId": 0,
        "financialYear": 0,
        "grossLossAmount": 0,
        "category": "string",
        "source": "string",
        "note": "string",
        "portfolioYearLockId": 0,
        "createdDate": "2019-08-24T14:15:22.123Z",
        "lastModifiedDate": "2019-08-24T14:15:22.123Z",
        "applications": [
            {
                "id": 0,
                "appliedInFinancialYear": 0,
                "amountApplied": 0,
                "appliedAt": "2019-08-24T14:15:22.123Z",
                "isExternal": true,
                "eventDate": "2019-08-24T14:15:22.123Z",
                "note": "string",
                "portfolioYearLockId": 0
            }
        ]
    }
]

🟠400Bad Request

🟠401Unauthorized

🟠404Record Not Found

🟠429

Request

Request Code Samples

Responses