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
      • Get Taxable Income report
        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
        GET
      • Create a client
        POST
      • Gets Client
        GET
      • Update a client
        PUT
      • Delete client
        DELETE
      • Get client Portfolios
        GET
      • Assign portfolios to client
        PUT
    • 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
      • Get an income record
      • Update Income record
      • Add income to a holding
      • Confirm Income record
      • Delete an 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
    • AllocationModels
      • List allocation models for a portfolio.
      • Create or update an allocation model. PublicId in body determines insert vs update; absent/empty = insert.
      • Get the active allocation model for a portfolio (or null).
      • Get a single allocation model by its public id.
      • Soft-delete an allocation model.
      • Mark a model active (clears the active flag on all others for the portfolio).
      • Compute the trades that, applied to the portfolio, would move it toward the active (or specified) allocation model under the given user-supplied constraints. Pure deterministic math — not financial advice.
    • 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.ProRataDistributions.Models.ProRataTotals
      • Navexa.API.Controllers.PublicAPI.Securities.Models.SecuritySearchResultModel
      • Navexa.API.Controllers.PublicAPI.Shared.Models.TimeseriesMeta
      • Navexa.API.Controllers.PublicAPI.Shared.Models.TimeseriesPoint
      • Navexa.API.Controllers.PublicAPI.Shared.Models.TimeseriesRange
      • Navexa.API.Controllers.PublicAPI.Shared.Models.TimeseriesResponse
      • 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.StocksIncome.Models.CryptoIncomeRecord
      • Navexa.API.Controllers.PublicAPI.StocksIncome.Models.IncomeRecord
      • 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.CGTEventModel
      • Navexa.API.Controllers.PublicAPI.TaxReports.Models.CGTReportModel
      • Navexa.API.Controllers.PublicAPI.TaxReports.Models.CapitalGainsTaxSummaryModel
      • 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.Trades.Models.AddTradeModel
      • Navexa.API.Controllers.PublicAPI.Trades.Models.TradeModel
      • Navexa.API.Controllers.PublicAPI.Trades.Models.UpdateTradeModel
      • 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.ViewModels.BenchmarkReturnViewModel
      • Navexa.API.ViewModels.TotalReturnViewModel
      • Navexa.Core.DomainModels.CGTError
      • Navexa.Core.DomainModels.CapitalGainLoss
      • Navexa.Core.DomainModels.CapitalGainsBreakdown
      • Navexa.Core.DomainModels.CapitalGainsTaxSummary
      • 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.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

    Rate limits

    Every call to the Navexa API is metered. Go over a limit and the call is refused with
    429 Too Many Requests. Nothing is created, changed or deleted when that happens, so a
    429 is always safe to retry.

    Each portfolio — usually the one you hit#

    Counted separately per portfolio, so a busy portfolio does not hold back the others.
    EndpointsBurstPer hourPer day
    Reports and performance60601,500
    Other reads1201203,000
    Writes603007,260
    These are the tightest limits and they bind first. Working through one portfolio, you
    reach its limit well before your account limit — five times sooner on reports. Spread work
    across portfolios rather than driving one hard.
    This applies where the path names a portfolio, and where it names a holding — reading a
    holding counts against the portfolio that holds it. Everything else counts against your
    account limit alone.
    Everyone reading the same portfolio shares its limit, and your plan does not raise it.

    Your account#

    Everything you send, whichever key and whichever portfolio.
    EndpointsBurstPer hourPer day
    Reports and performance3001,20029,100
    Other reads1,2001,20030,000
    Writes603007,260
    On an active Premium plan each of those rows is raised to 3,600 burst, 3,600 an hour,
    90,000 a day
    .
    Two API keys on the same account share these limits. They do not get a set each.

    Burst and per hour#

    Burst is the most you may send back to back. It refills continuously at the per
    hour
    rate and never goes above the burst. So a burst followed by a quiet period is
    never refused, and per day is what one limit serves in 24 hours if you pace yourself.

    When you are refused#

    HTTP/1.1 429 Too Many Requests
    Retry-After: 30
    Retry-After is whole seconds until you may send again. Wait that long and retry. If you
    are refused again, double the wait and add a little randomness so a fleet of workers does
    not return in lockstep.
    Retry-After is only sent on the 429, so send your work and handle the refusal when it
    arrives rather than trying to stay just under the limit.

    These numbers can change. Treat the 429 and Retry-After as the contract, not the tables.
    Modified at 2026-08-20 05:30:45
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