Support for Superannuation APIR codes
What would you like us to support? Request type: Super Fund Asset details: Name: Australian Super Ticker / symbol: STA0100AU Market, exchange, or network: Identifier, if available: Link, if available: Where do you trade or hold it? Broker / exchange / wallet: Custom Asset or Shares Anything else we should know? Used to monitor YoY performance and better track "Total Wealth" Key objective for me using Navexa is to track performance and total wealth across all asset types. Cash Accounts Ability to track accounts based on transactional activity is support in Navexa now. Only gripe is there is no import from CSV - upside: have Navexa AI create the entries Custom Investments Perhaps Super fits in here. If you could update help with a worked example this might be useful. Super Funds I want to track the performance of my Super funds. Initially this will be using pre-set fund options and updated annually based on annual statements for performance monitoring. It gets revalued each year after Capital investment and growth (less fees/insurance if applicable). How can i represent this in platform? Eventually I want to move to "Member Direct" style services for Australian Super and ART, where members buy/sell discrete stocks directly via platform (supplied by underling provider MAQ, other). Tax on these investments will be either 15% or 0% based on accumulation or pension phase, with drawdown happening from pension/accumulation accounts along the way. Key point is to track total wealth and ALL performance, across ALL asset types. Mods or guidance to support appreciated.