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 moreMacquarie 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.
Read moreMoomoo customers can now import their historical trades using a file upload and add future trades through Navexa’s contract-note importer. This provides a quicker way to establish a Moomoo portfolio history and keep subsequent trading activity up to date.
Read moreNavexa added support for 22 additional European exchanges, including the London Stock Exchange. The expanded coverage brings end-of-day pricing and corporate-action data for supported European securities into Navexa portfolios.
Read moreCash Account setup has been simplified, and Cash Accounts can now be linked to individual brokers. This makes it easier to track separate cash balances when a portfolio contains investments held through more than one broker.
Read moreHoldings and trades can now be identified by the broker or source they belong to. This makes it easier to understand where investments are held and distinguish the same security when it is owned through more than one broker or account.
Read morePortfolio performance and income data can now be displayed as bar charts. The bars are grouped using the selected reporting period, making it easier to compare results and see how performance or income has changed over time.
Read moreWe fixed an issue that prevented some US trades made through Stake from being read correctly from contract notes. Affected Stake US contract notes can now be imported with the expected trade information.
Read moreNavexa’s CommSec integration was upgraded to support importing a customer’s historical trading activity and syncing future trades. The improved connection reduces the work required to establish and maintain a CommSec portfolio in Navexa.
Read moreThe same security held in multiple portfolios can now be viewed as one combined holding at the portfolio-group level. This gives you a clearer overall position while still allowing the underlying holdings to be understood by portfolio.
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