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.

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.

Hi team, it would be great to have a precious metals tracker. Many investors have physical bullion as part of their portfolio and being able to add; The type (gold, silver etc) Number of ounces/grams purchased in that trade Currency purchased in Date of puchase Then your algorith

It'd be nice to be able to select multiple trades and then bulk update the trade details. This'd be very helpful for adding a broker for instance but there may be other attributes that would be good to have a bulk option on.