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Like the pages underneath, this page should have the message “Tax reporting is not available for Portfolio Groups.” The buttons on this page could then be disabled for the unsupported reports – I note however that Historical Cost continues to be supported?
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2
Hi, I can have 3 portfolios which is great, but I'd love it if we could archive a portfolio. No need for further tracking or analysis, I'd just love a way to use Navexa to store an old portfolio for historical reference, without taking up one of my slots? Cheers
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2
Expected Behavior Cash Accounts with Negative balances (equity loans) should display on the portfolio page and be taken into account fore the overall portfolio balance Current Behavior You have enabled cash accounts with negative balances for equity loans. Excellent! On the main
Report a bug8
2
Add column Average Cost (including brokerage) to show cost of total purchased shares.
Suggest a feature4
2
Cash Accounts could be far more up-to-date by using the data already in Navexa. I know this is venturing into double-entry Accounting, but I don't have a lot of 'interest' in using the Cash Account feature if I have to manually enter anything more than interest payments and capit
Suggest a feature6
2
Would love to be able to track index funds such as VTSAX, FXIAX, VFIAX, SWPPX
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2
When scrolling through the holdings list, the header should be fixed to the top of the page so you can always see what columns you are looking at.
Suggest a feature2
2
Currently if you record interest received on a cash account, it is not reported as Income Return. It would be good if this was reported as Income in the portfolio overview and reports.
Suggest a feature3
2
Be able to set specific thresholds for a portfolio and individual holdings, that trigger and email alert. Example: When a holding moves by +/- 5% in a day, trigger an email alert about it.
Suggest a feature1
1
In the naexa-openapi.json schema the response types are missing for some of the API endpoints Example: /v1/cashAccount/{cashAccountId}/transactions documentation @ https://developer.navexa.com/get-cash-account-transactions-13543776e0 Only shows the HTTP Resposne of OK. Please com
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