Add full support for Betashares Direct Custom/Managed Portfolios
Feature request Add full integration with BSD's custodial model Custom and Managed Portfolios. Area (pick one) Chosen area: Imports & integrations Why does this matter? A lot of users are affected by this. I recently moved my SMSF from Stake (CHESS) to BSD (custodial), into a Custom Portfolio. BSD portfolios take DRPs, Wallet Cash and distributions and add them to unweighted holdings, meaning that DRP units from Holding X might get added to Holdings Y, Z, ..., etc. This is a nightmare for reporting, and makes Navexa useless after enjoying it under a CHESS broker previously. What should it look like? I don't know the coding and UI final output, but essentially find a way to make Navexa 'talk' to the comprehensive BSD EOFY Tax Report which has this information for Custom/Managed Portfolios Extra details (optional)