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The family office I work for receives lots of options, both listed and unlisted. It would be good if we could link the options and their exercise price to an ASX ticker to show if they are in or out of the money. It would also be incredibly helpful if they would display as a sepa
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When exporting on a Mac the dates dont render with Numbers file. Need .csv & pdf options. If Excel then dates should render correctly within the Numbers app, please. I cannot assess exporting other reports, as I cant see them, but at a minimum I would need .csv and pdf options fo
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More companies are offering options as part of their Share Purchase Plan. It would be great to be able to record transaction costs when converting these options. Thanks.
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Given the changes to CGT many more shares will have phases where tax treatment or cost base differs. In implementing the new CGT that requires one set of calculations before a date consider if options with the second element of the cost base can be supported in a similar structur
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Request type Request type: Crypto / Stock-ETF / Fund / Exchange coverage ASX: PR1OC. (Options expiring in December 2028) Asset details Name: Pure Resources Limited Options Ticker / symbol: PR1OC Market / exchange (or network for crypto): ASX Identifier (if available): Contract ad
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Feature request What do you want Navexa to do? Test Portfolio designation and/or More individual portfolio settings to toggle on/off Area (pick one) Chosen area: Performance Portfolio Performance Tax & reporting Cash & FX Imports & integrations Mobile UI Other Why does this matte
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When adding a stock holding / custom investment manually, the only options available are "Buy" or "Opening Balance". If I sell short an equity or option, there is no way to add the trade in. Can you please allow for "Sell" to be a valid opening trade?
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Requesting support for capturing value of traded options in IBKR and resulting tax outcomes of each trade
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Need "hide closed positions" options in Custom-Groups or "show open positions only" in the Custom-Group Settings.
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Would it be possible to cover ASX listed options in the portfolio section?
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