Joint account ownership settings and per-owner tax reports

Let users record joint ownership for a portfolio, assign ownership percentages, and generate tax reports and exports showing each owner’s allocated share of the data recorded in Navexa. Why this is needed Investors holding shares jointly, including with a spouse, want their ownership structure represented in Navexa and a way to view each owner’s share of the recorded tax-report data without manually dividing report amounts. Requested functionality Add a clearly labelled Joint / Joint ownership option in the portfolio’s tax/entity settings when creating or editing a portfolio. Allow multiple owners to be assigned, with user-entered ownership percentages that total 100%, including a 50/50 split or other proportions. Apply the recorded ownership split consistently across all relevant tax reports and exports, including capital gains and losses, dividends and distributions, interest, franking credits, tax withheld/offsets, and recorded fees and deduction amounts. Generate a tax report or export for each owner showing only their allocated share, and clearly display the ownership percentages used. Preserve existing reporting behaviour for single-owner portfolios, with 100% ownership as the default. Example For a portfolio recorded as 50/50 ownership between two people, each owner’s tax report or export would show 50% of the portfolio’s recorded tax-report amounts, including gains/losses, income and credits. Initial scope A consistent ownership split set at portfolio level is sufficient for the feedback collected here. Per-transaction ownership splits are not required initially.