Navexa Feedback

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

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

It would be great to have a tool to see if there is any overlap between two (or more) ETFs This would be particularly useful when building your ETF portfolio

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

Allow Betashares Direct users to upload their EOFY Detailed Tax Statement CSV and use it to pre-fill AMIT statement data for each matching ETF or managed-fund holding. The file contains tax components by symbol and distribution. Navexa should group the data by holding, map the su

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.

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

Ability to manually edit ETFs to show their weightings. Could also apply to managed funds

Requesting support for capturing value of traded options in IBKR and resulting tax outcomes of each trade