Navexa Feedback

Show the underlying companies held inside ETFs, identify overlap between funds, and reveal the portfolio’s total exposure to each company. Combine directly owned shares with shares held through ETFs. For example, if Apple is held directly and through two ETFs, show one combined A

Would be great to have diversification report for ETF. By Holding, Country Weighting, Sector Weighting. Would be great for risk determination.

What went wrong? AMIT import does not support ATO tax label 20F (Australian franking credits from a New Zealand franking company). When importing Betashares AMIT tax statements (confirmed on ETFs A200), there is no field for 20F and it does not appear to be mapped to any other ta

Could I request to show the trades of a stock on the price chart shown in the individual holdings screen.

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 owner

Do we any plans of enabling integration with Betashares Direct? I know Betashares Direct is also a new platform and new functionality is being added/planned but was hoping to know if this Broker is Navexa's pipeline or not. Thanks!

Very handy feature in overview section of SS, I often use my free SS account to check historical returns via this feature when considering different additions or alternatives to existing holdings.

It would be nice to be able to add more than 1 stock in the benchmark feature to compare the performance.

It would be amazing if I could set my portfolio sector allocations by value and get an automated email whenever my portfolio’s accuracy drops below the threshold I’ve set. I'm sure that everyone would find this feature useful!

Please support usage of the YYYY-MM-DD date format (ISO 8601) which should be able to be set in the /n/settings page.