# Navexa API ## Docs - [Start your Navexa journey](https://developer.navexa.com/start-your-navexa-journey-825745m0.md): - [Authentication](https://developer.navexa.com/authentication-825826m0.md): ## API Docs - Reports [Get ATO myTax report](https://developer.navexa.com/get-ato-mytax-report-13543766e0.md): Get the ATO myTax report for a specific portfolio and financial year. - Reports [Get ATO myTax report PDF](https://developer.navexa.com/get-ato-mytax-report-pdf-13543767e0.md): Get the ATO myTax report for a specific portfolio and financial year in PDF format. - Reports [Get Capital Gains Tax report](https://developer.navexa.com/get-capital-gains-tax-report-13543768e0.md): Get the capital gains tax report for a specific portfolio and financial year. - Reports [Get Taxable Income report](https://developer.navexa.com/get-taxable-income-report-13543769e0.md): Get the taxable income report for a specific portfolio and financial year. - Reports [Get Unrealised Capital Gains Tax report](https://developer.navexa.com/get-unrealised-capital-gains-tax-report-17682000e0.md): Get the unrealised capital gains tax report for a specific portfolio and financial year. - Benchmark [Get the benchmark return for a portfolio](https://developer.navexa.com/get-the-benchmark-return-for-a-portfolio-13543770e0.md): Gets the benchmark return that is associated with the specified portfolio. It uses the 'from' and 'to' dates to calculate the return. - CashAccount [Get Cash Account](https://developer.navexa.com/get-cash-account-13543771e0.md): Get a cash account by its ID. - CashAccount [Delete a Cash Account](https://developer.navexa.com/delete-a-cash-account-13543772e0.md): Delete a cash account. This operation is irreversible. - CashAccount [Get all Cash Accounts](https://developer.navexa.com/get-all-cash-accounts-13543773e0.md): Get all cash accounts inside the specified portfolio. - CashAccount [Create a Cash Account](https://developer.navexa.com/create-a-cash-account-13543774e0.md): Create a new cash account inside the specified portfolio. - CashAccount [Update a Cash Account](https://developer.navexa.com/update-a-cash-account-13543775e0.md): Update the name of a cash account. - CashAccount [Get Cash Account Transactions](https://developer.navexa.com/get-cash-account-transactions-13543776e0.md): Get all transactions for a cash account. - CashAccountTransactions [Get a Cash Account Transaction](https://developer.navexa.com/get-a-cash-account-transaction-13543777e0.md): - CashAccountTransactions [Delete a Cash Account Transaction](https://developer.navexa.com/delete-a-cash-account-transaction-13543778e0.md): - CashAccountTransactions [Create a Cash Account Transaction](https://developer.navexa.com/create-a-cash-account-transaction-13543779e0.md): - CashAccountTransactions [Update a Cash Account Transaction](https://developer.navexa.com/update-a-cash-account-transaction-13543780e0.md): - Clients [Get all Clients](https://developer.navexa.com/get-all-clients-13543781e0.md): Gets all clients for the current user. - Clients [Create a client](https://developer.navexa.com/create-a-client-13543782e0.md): - Clients [Gets Client](https://developer.navexa.com/gets-client-13543783e0.md): Gets a client by its ID. - Clients [Update a client](https://developer.navexa.com/update-a-client-13543784e0.md): - Clients [Delete client](https://developer.navexa.com/delete-client-13543785e0.md): Deletes the specified client. But not the associated portfolios. - Clients [Get client Portfolios](https://developer.navexa.com/get-client-portfolios-13543786e0.md): Gets all portfolios for the specified client. - Clients [Assign portfolios to client](https://developer.navexa.com/assign-portfolios-to-client-13543787e0.md): Assigns the specified portfolioIds with the specified client. - Holdings [Get a holding](https://developer.navexa.com/get-a-holding-13543788e0.md): Get a holding by its ID. - Holdings [Update a holding](https://developer.navexa.com/update-a-holding-13543789e0.md): - Holdings [Delete a holding](https://developer.navexa.com/delete-a-holding-13543790e0.md): - Holdings [Get a holding's trades](https://developer.navexa.com/get-a-holdings-trades-13543791e0.md): Gets all the trades asscoiated with the specified holding. - Holdings [Get holding income records](https://developer.navexa.com/get-holding-income-records-13543792e0.md): Gets all the income records for the specified holding. - Holdings [Update a holding's symbol and exchange](https://developer.navexa.com/update-a-holdings-symbol-and-exchange-21113445e0.md): Updates the ticker symbol and exchange for a holding. The symbol and exchange combination must be valid and supported. - PortfolioPerformance [Get portfolio performance](https://developer.navexa.com/get-portfolio-performance-13543793e0.md): Get portfolio performance for a given period. - Portfolios [Get all portfolios](https://developer.navexa.com/get-all-portfolios-13543794e0.md): Gets all the portfolios for the current user. - Portfolios [Create a portfolio](https://developer.navexa.com/create-a-portfolio-13543795e0.md): Creates a new portfolio for the current user. - Portfolios [Get a portfolio](https://developer.navexa.com/get-a-portfolio-13543796e0.md): Gets a single portfolio by its ID. - Portfolios [Update a portfolio](https://developer.navexa.com/update-a-portfolio-13543797e0.md): Updates a portfolio for the current user. - Portfolios [Delete a portfolio](https://developer.navexa.com/delete-a-portfolio-13543798e0.md): Deletes a portfolio for the current user. - Portfolios [Get all portfolio holdings](https://developer.navexa.com/get-all-portfolio-holdings-13543799e0.md): Gets all the holdings for a portfolio. - ProRataDistributions [Update ETF Distributions ProRata](https://developer.navexa.com/update-etf-distributions-prorata-13543800e0.md): This endpoint is used to accept the AMIT values and then updates all the distributions for the given holding that are between the starting and ending period. - StocksIncome [Get an income record](https://developer.navexa.com/get-an-income-record-13543801e0.md): - StocksIncome [Update Income record](https://developer.navexa.com/update-income-record-13543802e0.md): - StocksIncome [Confirm Income record](https://developer.navexa.com/confirm-income-record-13543803e0.md): This endpoint is used to confirm an income record. It simply sets the IsConfirmed flag to true. - TaxSettings [Get all portfolio tax settings](https://developer.navexa.com/get-all-portfolio-tax-settings-13543804e0.md): Gets all the tax settings for each financial year for the specified portfolio. - TaxSettings [Get portfolio tax setting](https://developer.navexa.com/get-portfolio-tax-setting-13543805e0.md): - TaxSettings [Update portfolio tax settings](https://developer.navexa.com/update-portfolio-tax-settings-13543806e0.md): - Trades [Get a trade](https://developer.navexa.com/get-a-trade-13543807e0.md): Get a trade by its ID. - Trades [Delete a trade](https://developer.navexa.com/delete-a-trade-19670554e0.md): - Trades [Add a trade](https://developer.navexa.com/add-a-trade-13543808e0.md): - CustomInvestmentPrice [Get a Price](https://developer.navexa.com/get-a-price-13695792e0.md): Get a Custom Investment Price by its ID. - CustomInvestmentPrice [Delete a Price](https://developer.navexa.com/delete-a-price-13695793e0.md): Delete a Price from a Custom Investment. - CustomInvestmentPrice [Add a Price](https://developer.navexa.com/add-a-price-13695794e0.md): Add a Price to a Custom Investment. - CustomInvestmentPrice [Update a Price](https://developer.navexa.com/update-a-price-13695795e0.md): Update a Price in a Custom Investment.