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 moreTiny 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 moreWe 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 moreHSBC 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 moreWe 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 moreWe 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.
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