1. Account
Navexa API
  • Start your Navexa journey
  • Authentication
  • Navexa MCP
  • Rate limits
  • Reports
    • Get ATO myTax report
      GET
    • Get ATO myTax report PDF
      GET
    • Get Capital Gains Tax report
      GET
    • List capital losses
      GET
    • Get tax overview for a period
      GET
    • List tax years
      GET
    • Get tax year status
      GET
    • Get Taxable Income report
      GET
    • Get tax readiness
      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
    • Create a client
    • Gets Client
    • Update a client
    • Delete client
    • Get client Portfolios
    • Assign portfolios to client
  • 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 return contribution by holding
    • Get portfolio diversification
    • Get portfolio income calendar
    • Get portfolio return broken down by group
    • Get all portfolios
    • Create a portfolio
    • Get all portfolios, grouped
    • Get a portfolio
    • Update a portfolio
    • Delete a portfolio
    • Get all portfolio holdings
  • ProRataDistributions
    • Update ETF Distributions ProRata
  • StocksIncome
    • Add income to a holding
    • Get an income record
    • Update Income record
    • Delete an income record
    • Confirm Income record
  • TaxSettings
    • Get all portfolio tax settings
    • Get portfolio tax setting
    • Update portfolio tax settings
  • Trades
    • Get a trade
    • Update a trade
    • Delete a trade
    • Add a trade
    • Upload a trade attachment
    • Download a trade attachment
  • CustomInvestmentPrice
    • List Prices
    • Add a Price
    • Update a Price
    • Get a Price
    • Delete a Price
    • Bulk Add Prices
  • SimulateSell
    • Get the assessable capital gain for a simulated sell trade
  • Sources
    • Get all sources
  • HoldingTimeseries
    • Get holding timeseries
  • PortfolioTimeseries
    • Get portfolio timeseries
  • PortfolioTransactions
    • Get portfolio transactions
  • Securities
    • Search securities
  • CustomGroups
    • List custom groups
    • Create a custom group
    • Get a custom group
    • Update a custom group
    • Delete a custom group
    • List custom group assignments
    • Set custom group assignments
  • Account
    • Get account
      GET
    • List plan features
      GET
    • Get portfolio limits
      GET
  • Schemas
    • Sample Schemas
      • Pet
      • Category
      • Tag
    • 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
    • Navexa.API.Controllers.PublicAPI.AllocationModels.Models.PublicAllocationBucket
    • Navexa.API.Controllers.PublicAPI.CashAccounts.ViewModels.CashTransactionViewModel
    • Navexa.API.Controllers.PublicAPI.Account.Models.AccountAllowances
    • Navexa.API.Controllers.PublicAPI.CashAccounts.ViewModels.CreateCashAccountVM
    • Navexa.API.Controllers.PublicAPI.AllocationModels.Models.PublicAllocationModel
    • Navexa.API.Controllers.PublicAPI.Account.Models.AccountFeature
    • Navexa.API.Controllers.PublicAPI.CashAccounts.ViewModels.CreateCashTransactionVM
    • Navexa.API.Controllers.PublicAPI.AllocationModels.Models.PublicCalculateRebalanceRequest
    • Navexa.API.Controllers.PublicAPI.Account.Models.AccountModel
    • Navexa.API.Controllers.PublicAPI.AllocationModels.Models.PublicCalculateRebalanceResponse
    • Navexa.API.Controllers.PublicAPI.CashAccounts.ViewModels.GetCashAccountVM
    • Navexa.API.Controllers.PublicAPI.Account.Models.AccountPortfolioLimits
    • Navexa.API.Controllers.PublicAPI.CashAccounts.ViewModels.UpdateCashAccountVM
    • Navexa.API.Controllers.PublicAPI.AllocationModels.Models.PublicDriftEntry
    • Navexa.API.Controllers.PublicAPI.CashAccounts.ViewModels.UpdateCashTransactionVM
    • Navexa.API.Controllers.PublicAPI.AllocationModels.Models.PublicDriftReport
    • Navexa.API.Controllers.PublicAPI.Clients.ViewModels.AddClientVM
    • Navexa.API.Controllers.PublicAPI.AllocationModels.Models.PublicRebalanceLeg
    • Navexa.API.Controllers.PublicAPI.Clients.ViewModels.ClientPortfolioVM
    • Navexa.API.Controllers.PublicAPI.Clients.ViewModels.ClientVM
    • Navexa.API.Controllers.PublicAPI.CustomGroups.Models.CustomGroupAssignmentModel
    • Navexa.API.Controllers.PublicAPI.CustomGroups.Models.CustomGroupModel
    • Navexa.API.Controllers.PublicAPI.CustomGroups.Models.GroupCategoryModel
    • Navexa.API.Controllers.PublicAPI.CustomGroups.Models.HoldingGroupAssignmentModel
    • Navexa.API.Controllers.PublicAPI.CustomGroups.Models.UpsertCustomGroupModel
    • Navexa.API.Controllers.PublicAPI.CustomInvestments.Models.AddPriceModel
    • Navexa.API.Controllers.PublicAPI.CustomInvestments.Models.BulkAddPricesModel
    • Navexa.API.Controllers.PublicAPI.CustomInvestments.Models.BulkPriceEntry
    • Navexa.API.Controllers.PublicAPI.CustomInvestments.Models.GetPriceModel
    • Navexa.API.Controllers.PublicAPI.CustomInvestments.Models.UpdatePriceModel
    • Navexa.API.Controllers.PublicAPI.Holdings.Models.HoldingIncomeModel
    • Navexa.API.Controllers.PublicAPI.Holdings.Models.HoldingModel
    • Navexa.API.Controllers.PublicAPI.Holdings.Models.HoldingSettingsModel
    • Navexa.API.Controllers.PublicAPI.Holdings.Models.HoldingSymbolUpdateModel
    • Navexa.API.Controllers.PublicAPI.Holdings.Models.HoldingTimeseriesRequest
    • Navexa.API.Controllers.PublicAPI.Holdings.Models.HoldingTradeModel
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.CreatePortfolioSettingsModel
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.DeletePortfolioResponse
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.HoldingReturnViewModel
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.HoldingSummaryPerformanceViewModel
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.PortfolioHoldingModel
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.PortfolioPerformanceViewModel
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.PortfolioTimeseriesRequest
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.PortfolioTransactionsRequest
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.PortfolioAutomationSettingsModel
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.PortfolioTransactionsResponse
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.PortfolioBenchmarkSettingsModel
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.SimulateSellRequest
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.PortfolioCalculationSettingsModel
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.SimulateSellResponse
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.PortfolioContributionRequest
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.UpsertPortfolioModel
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.Transactions.TransactionCryptoIncomeModel
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.PortfolioDiversificationRequest
    • Navexa.API.Controllers.PublicAPI.ProRataDistributions.Models.ProRataTotals
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.Transactions.TransactionDividendModel
    • Navexa.API.Controllers.PublicAPI.Securities.Models.SecuritySearchResultModel
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.Transactions.TransactionHoldingModel
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.PortfolioIncomeCalendarRequest
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.Transactions.TransactionLegModel
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.PortfolioListResponse
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.PortfolioModel
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.Transactions.TransactionLinkModel
    • Navexa.API.Controllers.PublicAPI.Shared.Models.TimeseriesRange
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.Transactions.TransactionModel
    • Navexa.API.Controllers.PublicAPI.Shared.Models.TimeseriesResponse
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.Transactions.TransactionSourceModel
    • Navexa.API.Controllers.PublicAPI.Portfolios.Models.PortfolioSettingsModel
    • Navexa.API.Controllers.PublicAPI.Shared.Models.TimeseriesSummary
    • Navexa.API.Controllers.PublicAPI.Sources.Models.SourceModel
    • Navexa.API.Controllers.PublicAPI.StocksIncome.Models.CreateHoldingIncomeModel
    • Navexa.API.Controllers.PublicAPI.Shared.Models.TimeseriesMeta
    • Navexa.API.Controllers.PublicAPI.StocksIncome.Models.CryptoIncomeRecord
    • Navexa.API.Controllers.PublicAPI.StocksIncome.Models.IncomeRecord
    • Navexa.API.Controllers.PublicAPI.Shared.Models.TimeseriesPoint
    • Navexa.API.Controllers.PublicAPI.StocksIncome.Models.UpsertCryptoIncomeModel
    • Navexa.API.Controllers.PublicAPI.StocksIncome.Models.UpsertIncomeRecord
    • Navexa.API.Controllers.PublicAPI.TaxReports.Models.CGTDistributionsModel
    • Navexa.API.Controllers.PublicAPI.TaxReports.Models.CGTReportModel
    • Navexa.API.Controllers.PublicAPI.TaxReports.Models.TaxableIncomeReportModel
    • Navexa.API.Controllers.PublicAPI.TaxSettings.Models.HoldingTaxSettingsDTO
    • Navexa.API.Controllers.PublicAPI.TaxSettings.Models.PortfolioTaxSettingDTO
    • Navexa.API.Controllers.PublicAPI.TaxReports.Models.CGTEventModel
    • Navexa.API.Controllers.PublicAPI.Trades.Models.TradeModel
    • Navexa.API.Controllers.PublicAPI.TaxReports.Models.CapitalGainsTaxSummaryModel
    • Navexa.API.Controllers.Reports.TaxReports.CapitalGainsTaxReport.Models.HoldingTaxSettingsVM
    • Navexa.API.Controllers.Reports.TaxReports.CapitalGainsTaxReport.Models.PortfolioTaxSettingsVM
    • Navexa.API.DTOs.CryptoIncomeDTO
    • Navexa.API.ViewModels.AccountLinkViewModel
    • Navexa.API.Controllers.PublicAPI.Trades.Models.AddTradeModel
    • Navexa.API.ViewModels.BenchmarkReturnViewModel
    • Navexa.API.ViewModels.TotalReturnViewModel
    • Navexa.Core.DomainModels.CGTError
    • Navexa.API.Controllers.PublicAPI.Trades.Models.UpdateTradeModel
    • Navexa.Core.DomainModels.CapitalGainLoss
    • Navexa.Core.DomainModels.CapitalGainsBreakdown
    • Navexa.Core.DomainModels.CryptoIncomeSummary
    • Navexa.Core.DomainModels.DateRange
    • Navexa.Core.DomainModels.DeductionsSummary
    • Navexa.Core.DomainModels.ForeignTaxableIncomeSummary
    • Navexa.API.Controllers.PublicAPI.TaxReports.Models.PortfolioCapitalLossApplicationModel
    • Navexa.Core.DomainModels.InterestIncomeSummary
    • Navexa.API.Controllers.PublicAPI.TaxReports.Models.PortfolioCapitalLossModel
    • Navexa.Core.DomainModels.MyTaxIncomeSummary
    • Navexa.Core.DomainModels.CapitalGainsTaxSummary
    • Navexa.Core.DomainModels.MyTaxReportModel
    • Navexa.Core.DomainModels.TaxableIncomeSummary
    • Navexa.Core.DomainModels.TotalReturn
    • Navexa.Core.Enums.AMITDataSource
    • Navexa.Core.Enums.HoldingTypeEnum
    • Navexa.Core.Enums.TaxYearLockDriftStatus
    • Navexa.Core.Enums.TaxYearLockMode
    • Navexa.Core.Models.HoldingClassification
    • Navexa.Core.Services.PortfolioFilter.Models.FilterCriteria
    • Navexa.API.Filters.PlanFeatureRoute
    • Navexa.Core.Services.PortfolioFilter.Models.TransactionFilterItem
    • Navexa.Core.Services.TaxServices.TaxReports.TaxableIncome.Models.CashInterest
    • Navexa.Core.DomainModels.AMITReadinessDetail
    • Navexa.Core.Services.AllTransactionsReport.Models.TransactionFilterItem
    • Navexa.Core.Services.AllTransactionsReport.Models.TransactionFiltersRequest
    • Navexa.Core.DomainModels.CapitalGainsSummary
    • Navexa.Core.Services.PortfolioFilter.Models.FilterNode
    • Navexa.Core.DomainModels.Charting.ChartingDataPoint
    • Navexa.Core.DomainModels.Charting.ContributionChartData
    • Navexa.Core.DomainModels.Charting.ContributionDataPoint
    • Navexa.Core.DomainModels.Charting.DiversificationChartData
    • Navexa.Core.DomainModels.Charting.GroupedHoldingReturn
    • Navexa.Core.DomainModels.Charting.WeightedHolding
    • Navexa.Core.DomainModels.CurrentYearReadiness
    • Navexa.Core.DomainModels.FinancialYearStatus
    • Navexa.Core.DomainModels.FinancialYearSummary
    • Navexa.Core.DomainModels.HistoryReadiness
    • Navexa.Core.DomainModels.HoldingReturn
    • Navexa.Core.DomainModels.IncomeSummary
    • Navexa.Core.DomainModels.InvalidHoldingItem
    • Navexa.Core.DomainModels.Quote
    • Navexa.Core.DomainModels.ReadinessDetail
    • Navexa.Core.DomainModels.ReadinessStatus
    • Navexa.Core.DomainModels.TaxOverviewAllYearsResult
    • Navexa.Core.DomainModels.TaxOverviewResult
    • Navexa.Core.DomainModels.TaxOverviewStatusResult
    • Navexa.Core.DomainModels.TaxReadiness
    • Navexa.Core.DomainModels.TaxReadinessV2Result
    • Navexa.Core.DomainModels.TaxSettings
    • Navexa.Core.DomainModels.TotalPortfolioReturn
    • Navexa.Core.DomainModels.UnfinalisedAMITHolding
    • Navexa.Core.DomainModels.YearToConfirm
    • Navexa.Core.Services.Reports.IncomeCalendarService.Models.IncomeCalendarRecord
    • Navexa.Core.Services.Reports.IncomeCalendarService.Models.IncomeCalendarReport
  1. Account

List plan features

GET
/v1/account/features
Each plan feature the API enforces, whether the account has it, why not when it does not, the plans that include it, and the routes it gates. The ActiveSubscription entry lists the routes that need an active subscription. A caller without one can still call this route. For a member of a group account the plan is the group's primary account's.
Access
OAuth scope: account:read
Available on: every plan, including free trials

Request

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

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 '/v1/account/features' \
--header 'Authorization: <api-key>'

Responses

🟢200OK
application/json
Success
Bodyapplication/json

Example
[
    {
        "feature": "string",
        "name": "string",
        "available": true,
        "unavailableReason": "string",
        "eligiblePlans": [
            "string"
        ],
        "upgradePlans": [
            "string"
        ],
        "routes": [
            {
                "method": "string",
                "template": "string"
            }
        ]
    }
]
🟠401Unauthorized
🟠429
Modified at 2026-09-17 10:19:59
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