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Support assigning Crypto to Accounts/Wallets (similar to how I could hold BHP at two different brokers), but for Crypto allow to define a wallet - eg 'Cold Wallet #2' Tie this in to Transfer Out/Transfer In, which then makes sense eg You Transfer Out for coinjar, and transfer in
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Hi. On the Tax Reporting tab, it would be so useful to allow freezing of user-nominated headings so that when you scroll down a long list of eg Trust or Non-Trust Income, the headings remain visible. Thx
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When selecting parcels for a sell transaction display a running total of the selected parcels. I should not need a calculator to do this.
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Expected Behavior A button or automatical removal of estimated dividends when none have been declared (PLS). Current Behavior estimated dividends are added for companies that have not paid them in years. Possible Solution A tick box to remove or exclude them Steps to Reproduce Ch
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It would be fantastic if Navexa could support direct integration with more brokers. In my case, especially Moomoo Australia. I really value Navexa, but the lack of integration with Moomoo is causing significant inconvenience. At present, Moomoo integrates directly with Sharesight
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I own shares in a joint account with my wife. It would be usefull if the tax reports split the outcomes
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It would be great to be able to create an investment stategy, whether that be High Growth, Conservative, Defensive etc etc... Then to also be able to allocate custom percentage goals for varius Industries, Sectors, Currencies etc so that you can view a protfolios diversification
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When rolling up grouped holdings, the heading fields remain blank. Would it be possible to have the grouped Totals shown in the rolled up lines.
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Seems like the Mutual Funds on NASDAQ are not supported such as AEPGX AGTHX ANWPX CAIBX CWGIX IGAAX NEWFX SMCWX Would be great to get an automated feed for mutual funds from the NASDAQ.
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Please sync with Moomoo Australia soon. Due to the lack of a sync feature I've had to kpp my sharesight account active and then manually copy US trades from sharesight to Navexa. Moomoo is now a significant platform in Australia and I'd really appreciate your thoughts on this or
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