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Navexa MCP
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Reports
- Get ATO myTax report
- Get ATO myTax report PDF
- Get Capital Gains Tax report
- List capital losses
- Get tax overview for a period
- List tax years
- Get tax year status
- Get Taxable Income report
- Get tax readiness
- Get Unrealised Capital Gains Tax report
Benchmark
- Get the benchmark return for a portfolio
CashAccount
- Get Cash Account
- Delete a Cash Account
- Get all Cash Accounts
- Create a Cash Account
- Update a Cash Account
- Get Cash Account Transactions
CashAccountTransactions
- Get a Cash Account Transaction
- Delete a Cash Account Transaction
- Create a Cash Account Transaction
- Update a Cash Account Transaction
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
- List plan features
- Get portfolio limits
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

Navexa.API.Controllers.PublicAPI.Account.Models.AccountAllowances

{
    "holdings": 0,
    "portfolios": 0,
    "basePortfolios": 0,
    "customGroups": 0,
    "linkedProviders": 0,
    "clients": 0
}