Navexa Feedback

It would be great to be able to insert a historical cost column into the portfolio page. It would provide a total buy price for each holding and would compliment the average buy price of an equity column in the portfolio page.

An input screen designed to be able to input all AMMA details into Navexa, including referenced the Tax Return Labels on the AMMA statements we get to make it as straightforward as possible.

Would it be possible to cover ASX listed options in the portfolio section?

The main portfolio total return (%), capital gain (%), and income return (%) are listed at the top of the overview tab. However, to see the benchmark total return (%), capital gain (%), and income return (%), you need to click on each of these headings at the top of the page and

Currently, within category, each security negative values ($ and %) are shown in red font and it really highlights the situation of a security. Whereas, category or subgroup total negative values are not shown in red font. By providing red font at sub total level as well, will hi

Could the Weekly Summary email include: Grand Total Value in $'s Grand Total Change for week in $'s

On Portfolio Details page we have option to filter portfolio (using drop-down menu) as 'All Positons' and 'Open Positions Only'. Could we have also option to filter by 'Closed Positions Only'?

With the new addition of the fantastic filtering functionality, having the option to create more custom groups would allow individuals to really take advantage of the filtering. Thanks!

Having this option as a toggle will be helpful to see the makeup of your divideds without needing to go through individual holding pages.

Hi, I am currently holding LIC share (AFIC) and this company provides an option DSSP and DRP. Just wondering whether Navexa has similar option and the dividen is treated as a bonus share insatead of income. See the link for details (https://www.afi.com.au/news/afics-dssp-one-of-t