All ideas
Useful to know Share Registry
This was raised 2 years ago... it's also in my spreadsheet as it is one thing need to know and usewhen managing holdings (reporting/tax/DRP)... should be a column in holdings (so can also group) with hyperlink (otherwise in key stats type area)... should also only need to go to (login to) a registry once to deal with a group of holdings... Feature request What do you want Navexa to do? Area (pick one) Chosen area: Portfolio Performance Tax & reporting Cash & FX Imports & integrations Mobile UI Other Why does this matter? What problem does it solve? What should it look like? Describe the outcome you want. Example (optional) 1. 2. 3. Extra details (optional) Links, screenshots, examples: