Navexa Feedback

At present, there's no option within the 'buy trade' to include transaction costs incurred in relation to the buy trade (noting, there's only a field for brokerage costs). Would it be possible to include a new field to cover this? I raise this as when acquiring shares in France,

Love the ability to now share a portfolio with an Accountant or FInancial Advisor. Would be great to be able to share at a Portfolio Group level and/or be able to share multiple portfolios with the same person in one transaction.

The time frame used with portfolio detail is really useful to track portfolio movements. Short term swing trading is often on the daily, weekly and monthly timeframes for me. I haven’t found the “Last 7 Days” useful, as it doesn’t align with a trading time reference. Higher time

At the moment if I set a particular group on the portfolio page, and then switch to a performance page that selection will follow me. I'd like to be able to make it remember that on the contributions page (for example) that I always have "Holdings" selected rather than a portfoli

For some people that may debt recycle or invest with borrowed funds, the interest expense would be deductible against dividend income. It would be great to have a simple interest calculator that feeds into the tax calculations. For example just a manual table where each person ca

Believe it would be very helpful if we could add multipe benchmarks on the benchmark analysis tab. This could mean you could track your portfolio against different market benchmarks (asx200,ndq,S&p500) along with a high interest cash ETFs like AAA to help further analyse how your

It would be useful to set the Classification and BrokerName inside the import csv file structure. It is exposed in the interface but there is no easy/bulk way to import this information.

Expected Behavior Goals can be created for Portfolio Groups, similar to an individual portfolio Current Behavior Add Goals interface appears, but "Add Goal" button silently fails Possible Solution Enable goals to be created for Portfolio Groups, similar to an individual portfolio

Expected Behavior "Stake Australia File Importer" "Brokerage Currency Code" field should default to AUD for ASX transactions. Current Behavior "Brokerage Currency Code" field in the "Stake Australia File Importer" is defaulting to USD for ASX transactions. Possible Solution "Brok

I came across this very nice feature in Kubera (https://www.kubera.com/) called "Dead Man's Switch". Would love to see something similar in Navexa as well. Dead Man's Switch is an automated feature that transfers your financial data and accounts to a beneficiary if you are inacti