Navexa Feedback

The Members Direct functionality from AustralianSuper consists of the share portfolio and a cash account. It would be useful to be able to automatically integrate this with my other investments in Navexa so that I can get a holistic view of my finances.

Hi it would be great to include sharesies for API Integration

I would like a report that shows the yearly performance for a period. For example the Yield and Capital gain each year in a ten year period.

Integrate with pocketsmith so your portfolio balances etc are in Pocketsmith.

Be able to track margin loans on a holding. Have it factored into performance metrics.

What would you like Navexa to do? Like the AMIT warning for ETF's, alert user to share approaching the "45 Day" rule exemption for Franking credits. (ie: dividend harvesting.) You could also do this for existing GCT rules (ie: 50% discount rule). Might also be useful for Superann

What went wrong? After paying a discounted Standard plan invoice successfully, the account remained on the Basic plan. Automatic provisioning did not trigger until support manually upgraded the account, delaying access to Standard features. Where is it happening? Platform: Not sp

What went wrong? As a user managing multiple broker connections, I see two identical-looking broker accounts listed with the same account ID, and the other expected connection does not appear. Admins confirmed the backend stores two distinct connections, so the UI is rendering th

Feature request I'm after a report which shows the split between 'Realised' and 'Unrealised' gains/(losses) by asset I hold, which would total to the "total Capital Gain/(Loss)" which I can see on the portfolio page. Currently the information is in different reports, but it not c

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