Reviewing 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.
Read moreNavexa now supports securities listed on the Hong Kong exchange. Introduced with the new Navexa platform, this brings supported Hong Kong holdings, pricing and corporate actions into the same portfolio tracking and reporting experience as other supported markets.
Read moreHoldings in the web app now show how many dividends are awaiting confirmation. This makes outstanding dividend work visible from the holdings view and brings the web experience into line with the mobile app.
Read moreMultiple dividends can now be selected and reset together from a holding’s dividend list. This makes it faster to reverse confirmations or other dividend changes without opening and resetting each dividend individually.
Read moreA Minimise CGT strategy is now available when allocating purchase parcels to a sale. The strategy considers the Australian CGT discount when selecting parcels, helping you compare a tax-focused allocation with Navexa’s other available methods. The result is an estimate and is not
Read moreThe file importer has been updated to support CommSec International’s newer historical trade file format. This keeps international trade imports compatible with the files supplied by CommSec and improves the reliability of the upload process.
Read moreNavexa’s Stake importer now supports Stake Australia’s updated XLSX historical trade file. Stake customers can upload the newer format directly, without first converting it to another file type.
Read moreNavexa accounts now support two-factor authentication, adding another verification step when signing in. This gives customers an additional layer of protection for their account and portfolio information.
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