Roi is here. Our new AI portfolio assistant is built into Navexa, so you can ask questions about your holdings, returns and income in plain English, then keep the conversation going. Compare performance against multiple benchmarks, explore charts and tables, or upload a supported
Read moreYou can now track Indian shares alongside your other investments in Navexa. We’ve added support for the National Stock Exchange of India (NSE) and Bombay Stock Exchange (BSE), bringing more than 2,600 NSE stocks and 5,300 BSE stocks into the platform. To add a holding, open Add S
Read moreYou can now upload multiple supported files and review their extracted transactions together before adding them to your portfolio. The updated import flow also supports uploaded PDF contract notes alongside spreadsheet imports. This makes it easier to bring an existing investment
Read moreYou can now choose permissions for your Navexa API keys, giving you more control over the information and actions available to an integration. Limit a key to the access it needs and edit its permissions later. Requests outside the key’s granted permissions are refused. Existing k
Read moreScenarios lets you explore hypothetical buys, sells and swaps against your portfolio before recording any transactions. Review the estimated capital gain, effect on the financial year’s assessable gain, net cash impact and portfolio allocation changes. Save alternatives and compa
Read moreNew eligible Interactive Brokers Web Service connections can now import historical trades automatically, alongside ongoing daily syncing. IBKR provides supported activity for the two previous calendar years plus the current year to date, or from account inception if later. This r
Read moreThe Finalise FY checklist brings your tax preparation tasks together on the Tax Overview page. For the selected financial year, you can review missing AMIT statements, unconfirmed dividends and holdings needing attention, then open the relevant records directly. Where earlier tax
Read moreCash Accounts can now import transaction history directly from a CSV or Excel spreadsheet. Upload your file, then review and correct the dates, descriptions, amounts and transaction types Navexa identifies before completing the import. Supported transactions include deposits, wit
Read moreYou can now upload a Revolut investment account statement directly to Navexa to import supported stock and ETF trades. Navexa reads supported buy and sell transactions, including fractional shares, and brings the available trade, currency and exchange-rate details into the review
Read moreTrade lists in the Navexa mobile app now show the trade price as the primary value instead of the brokerage fee. This makes the most useful transaction figure visible when reviewing trades on mobile.
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