NewJan 9, 2025
Tastytrade CSV imports
Tastytrade customers can now import historical trades into Navexa using a CSV file. This provides a faster way to establish an existing Tastytrade portfolio without entering each trade manually.
Read more ImprovedNov 25, 2024
Expanded US OTC market coverage
Navexa expanded the range of supported securities listed on US over-the-counter markets. This allows more OTC investments to be added to portfolios and tracked using Navexa’s supported market data.
Read more NewNov 22, 2024
Rask Invest file and contract-note imports
Rask Invest customers can now import historical trades from a CSV file and add future trades using contract notes. These import options make it easier to establish a complete trading history and keep it updated in Navexa.
Read more NewNov 21, 2024
Portfolio validation and issue guidance
Navexa now validates trade and income records across a portfolio and identifies records that may need attention. When an issue is detected, Navexa provides guidance to help you understand and correct it, making portfolio data easier to review and maintain.
Read more FixedNov 19, 2024
Crypto dust no longer triggers invalid-quantity warnings
Tiny residual cryptocurrency quantities, commonly known as crypto dust, no longer trigger invalid-quantity warnings. Navexa now accounts for these negligible balances during portfolio validation so they are not presented as records requiring correction.
Read more FixedOct 24, 2024
Manual parcel selection after splits and consolidations
We fixed parcel availability and validation issues that could occur when manually selecting parcels after multiple share splits or consolidations. The parcel selector now handles these transaction histories correctly when allocating parcels to a sale.
Read more NewOct 21, 2024
HSBC historical file imports
HSBC customers can now import their historical trading activity into Navexa using a file upload. This provides a faster way to establish an existing portfolio history and begin tracking it in Navexa.
Read more FixedSep 2, 2024
CMC contract-note quantities now import accurately
We fixed a CMC contract-note importer issue that could record a trade quantity one unit above or below the correct value. Affected contract notes now import using the quantity shown on the source document.
Read more FixedJul 4, 2024
Vanguard sell trades now import correctly
We fixed an issue in the Vanguard file importer that could prevent sell transactions from being recorded correctly. Vanguard files now identify and import affected sell trades as expected.
Read more NewJun 6, 2024
Macquarie historical file imports
Macquarie Online Trading customers can now import historical trades using their confirmations file. This makes it faster to establish an existing Macquarie trading history in Navexa without entering each trade manually.
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