FeatureAug 8, 2023
Negative Cash Balances (Equity loans) not shown on portfolio pages
You 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 more FeatureAug 7, 2023
Choose specific parcels for CGT calculations
You 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 more FeatureAug 1, 2023
Import custom investments from a spreadsheet
Custom 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 more FeatureJul 18, 2023
ATO myTax report
The 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 more ImprovedJul 11, 2023
New Referral Program
We 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 more ImprovedJul 11, 2023
Custom investments now appear in tax reports
Custom 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.
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