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The list of options does not include "Joint ownership" . I'm not certain what this setting does yet, but I suspect it can be aligned to the existing "Individual or Trust" .
Suggest a feature1
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Hi Navarre, I would like to see an option to select "Closed Positions" from the dropdown box on the Overview page. Currently, you have "Open Positions Only' and "All Positions" but i cannot get an overview of just my closed positions within the selected timeframe. I find analysin
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Would be great to see Raiz integration so i can start using this tool
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please add crypto wallet e.g. metamask, phantom, solflare, etc to the portfolio
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Hello Navexa Team, I’ve encountered a new situation and apologise if this has already been addressed. I’ve taken out an Australian loan to purchase investments, including BRK.B shares, which were purchased using US dollars. Since these shares do not pay dividends, the interest I’
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Is there a way to integrate with CoinJar for crypto holdings?
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Suggest a feature0
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The "Income Return" section on the "Portfolio Detail" page uses too much screen real estate. I'm usually focused on the 'Holdings' section below it. This is especially an issue on my iphone and iPad. Please add an option to collapse/expand the "Income Return" section. This same f
Suggest a feature2
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I have a single broker with separate (multiple) trading accounts. I would like to set up an email forwarding rule for contract notes received that will automatically update the appropriate portfolio in Navexa. To do this, can I set up a unique email to link for each Navexa portfo
Suggest a feature6