You can now record net capital losses carried forward from previous income years and include them in Navexa’s capital gains tax calculations. Carried-forward losses are applied when calculating the portfolio’s estimated CGT position, giving you a more complete view when reviewing
Read moreReport tables in the Navexa mobile app now show more of the detail available on the web. The Unrealised Gains, Capital Gains Tax and Taxable Income reports include expanded columns, sortable tables and horizontal scrolling, making it easier to compare figures on a smaller screen.
Read moreNavexa can now combine holdings when you transfer a holding into a portfolio that already contains the same investment, or rename a symbol to one that already exists. Your trades, acquisition dates and cost base are preserved in the combined holding. If either holding has confirm
Read moreNavexa now supports Interactive Brokers’ Web Service for new connected accounts. Use your IBKR Token and Query ID to automatically sync supported trades, positions and balances each day. Find out how to connect IBKR to Navexa.
Read moreCustomers who signed up with Google or Apple can now add a Navexa password from Settings → Security. This gives you another way to sign in without disconnecting your existing Google or Apple login. You can continue using either sign-in method. Learn how to create or change your N
Read moreWe’ve improved how Navexa handles dividend income in tax reporting. US dividends are now classified more accurately when determining gross income, net payments and foreign tax withheld. Certain AMIT distributions are also assigned to the correct financial year using their distrib
Read moreNavexa can now recognise staking rewards in supported crypto transaction files, including Crypto.com exports, and import them alongside your other activity. Each reward is recorded as income against the relevant crypto holding using the quantity and fiat value from the file, keep
Read moreReviewing income is now faster. From a holding’s Income tab, you can select several dividend or distribution records — or select all available records — and confirm them together. This makes it easier to prepare your portfolio for tax reporting without confirming each payment ind
Read moreWe’ve rebuilt the Navexa mobile app from the ground up for iOS and Android, bringing much more of Navexa to your phone. You can now explore richer portfolio and holding views, access performance and tax reports, add and edit transactions, manage connected accounts and contact sup
Read moreA broker name can now be added while importing transactions from a file. This removes the need to open imported transactions individually to add their broker details after the import is complete.
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