Navexa 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.
Holdings 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.
Multiple 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.
A 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
The 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.
Navexa’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.
Navexa 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.
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.
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.
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.