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Navexa API
Start your Navexa journey
Authentication
Navexa MCP
Rate limits
Reports
Get ATO myTax report
Get ATO myTax report PDF
Get Capital Gains Tax report
Get Taxable Income report
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 all portfolios
Create a portfolio
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
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.CashAccounts.ViewModels.CreateCashAccountVM
Navexa.API.Controllers.PublicAPI.AllocationModels.Models.PublicAllocationModel
Navexa.API.Controllers.PublicAPI.CashAccounts.ViewModels.CreateCashTransactionVM
Navexa.API.Controllers.PublicAPI.AllocationModels.Models.PublicCalculateRebalanceRequest
Navexa.API.Controllers.PublicAPI.AllocationModels.Models.PublicCalculateRebalanceResponse
Navexa.API.Controllers.PublicAPI.CashAccounts.ViewModels.GetCashAccountVM
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.PortfolioModel
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.PortfolioTransactionsResponse
Navexa.API.Controllers.PublicAPI.Portfolios.Models.SimulateSellRequest
Navexa.API.Controllers.PublicAPI.Portfolios.Models.SimulateSellResponse
Navexa.API.Controllers.PublicAPI.Portfolios.Models.UpsertPortfolioModel
Navexa.API.Controllers.PublicAPI.Portfolios.Models.Transactions.TransactionCryptoIncomeModel
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.Transactions.TransactionLegModel
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.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.Core.DomainModels.InterestIncomeSummary
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.Core.Services.PortfolioFilter.Models.TransactionFilterItem
Navexa.Core.Services.TaxServices.TaxReports.TaxableIncome.Models.CashInterest
Navexa.Core.Services.AllTransactionsReport.Models.TransactionFilterItem
Navexa.Core.Services.AllTransactionsReport.Models.TransactionFiltersRequest
Navexa.Core.Services.PortfolioFilter.Models.FilterNode
Navexa.API.Controllers.PublicAPI.Portfolios.Models.Transactions.TransactionLinkModel
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A pointer to the record that generated this transaction.
{
"type"
:
"string"
,
"id"
:
"string"
,
"holdingId"
:
0
}