Navexa Feedback

Bug report The Income Calendar doesn't show estimated income if dividends are paid quarterly. Where is it happening? Platform: Web Browser (if Web): Safari Steps to reproduce Add a holding with quarterly payouts/dividends Go to Income Calendar Expected result Upcoming payments sh

Bug report Import data via CSV does not import all rows. Where is it happening? Platform: Web Browser (if Web): Chrome Device + OS (if Mobile): desktop Steps to reproduce Import a CSV to an existing portfolio, all rows are valid. Note that after import some rows have not been imp

Feature request What do you want Navexa to do? Any chance of ability to split Sharehoding into various group, Hold /Trade/ Base Protfolio Etc, (input quanties and prives trhough Trade Tab) and also Target Price notation for each category Area (pick one) Chosen area: Portfolio Per

Could you include the name of the portfolio in the generated tax reports? This is very helpful for those of us that manage multiple portfolios and need to generate multiple reports each year. This feature is available in the Sharesight reports I generated so missing this minor fe

I need to maintain my Naxexa USD portfolio for IBKR reconciliation while having automatic AUD conversion for tax reporting. I am told by AI that the only way to do this is to manually enter each transaction from the USD cash account into the AUD cash account. This would require a

Recently manually uploaded a fresh CSV of transactions from my broker but didn't know when I last did it and Navexa created a whole bunch of duplicate trades. There should be duplicate trade detection - especially from the same broker, for the same date and amount.

Hi Navexa team, This is a very important and critical feature for family investment management (where one person manages different family members' portfolios). Requested Features: 1. Individual Portfolio View - Holdings Comparison It would be extremely useful to have stacked hist

If a Holding is set for DRP with "Round Down with Balance Tracking", on the Holding's Overview, likely within 'Key Stats' it would be great to show the Balance amount. For example, last Dividend was $100 with DRP active, and a share price of $40.00, that means the trade was +2 sh

I have dozens of dividens payments that are calculated incorrectly. Navexa shows an amount greater than what I was actually paid. Editing all them individually will take hours. CBA, WDS are 2 of the worst. an inline edit feature would mean I can bulk update without having to go i

Using the "transfer out" feature for crypto reduces the your crypto holdings in your Navexa account. Please change it so it records the transaction cost only. When I transfer to my own cold wallet, I am transferring it to myself. I am not giving it away to someone for free. And I