Automate Return of Capital (ROC) handling for ETF distributions
Recording Return of Capital (ROC) portions from ETF distributions is currently a manual process. Users have to edit the dividend to remove the ROC portion and then add a separate “Return of Capital” trade for each distribution. This becomes time-consuming for ETFs that distribute weekly or frequently (e.g. ULTY, MSTY, YMAX). It would be great if Navexa could automatically detect and record ROC portions from ETF data — splitting taxable and non-taxable components and updating both the Income and Trades tabs accordingly. This would make portfolio maintenance faster, reduce manual errors, and improve tax accuracy. See Help Article for current process: https://help.navexa.com/en/articles/12697807-how-to-record-etf-distributions-that-include-a-return-of-capital-roc