Negative Cash Account balances, including balances used to represent equity loans, now appear correctly in portfolio totals. The balance remains correctly represented when different portfolio date ranges are selected.
Read moreInterest recorded in a Cash Account is now included as portfolio income. This means Cash Account interest flows through to the portfolio overview and relevant income reports alongside other investment income.
Read moreYou can now correctly have a negative cash balance that is not affected by the date dropdown. This is so you can simulate things like equity loans.
Read moreYou can now choose the specific purchase parcels allocated to a sale instead of relying only on an automatic allocation method. This gives you more control over how disposals are represented in Navexa’s capital gains tax calculations and reports.
Read moreCustom investment transactions can now be imported from a spreadsheet. This provides a faster way to add historical activity for unlisted or personally tracked investments, without entering every transaction individually.
Read moreThe ATO myTax report gives Australian investors a consolidated view of the portfolio information needed when completing their myTax return. It brings relevant investment income and capital gains information together in Navexa’s tax reporting area, reducing the work involved in pr
Read moreWe have just updated our referral program to be much easier and more rewarding. Refer someone who subscribes to an annual subscription: You get: $60 account credit. They get: 25% off annual subscriptions. You can view the details in your account by going to the following link: ht
Read moreCustom investments are now included in Navexa’s tax reports by default. If a particular custom investment should not be included, it can be excluded from tax reporting through that holding’s settings.
Read more