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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
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2
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
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On portfolio/holding i would like to see 52 week high and low as well as last price at close. as well as units held > 365 days
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It would be nice to see current value alongside 52 week min and max and be able to set my own alert/investment thresholds min/max with alarms per holding to trigger decisions/reminders around holdings/investment decisions
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When on portfolio view, looking at my holdings i would like to assess current value against average 12 months target having a 12 month target view to compare current value against.
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When on the portfolio view, looking at my holdings i would like additional optinal columns to be able to quickly assess both number of units held > 365 days (reduced capital gains tac) and value of these units for making divestment decisions.
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2
Please allow pdf export. The print to pdf feature—at least on my machine—isn't that good, and it would be better to have a native export.
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2
Don't know if it's possible for navexa to source this data in an automated fashion but it would be great to have an integrated financial calendar that automatically shows relevant dates for all held shares (as that information becomes available), e.g. quarterly and half-year repo
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2
It would be great to build in the ability to set up reoccuring transactions in the Cash Account window. For example, Every 1st of each month i withdraw an amount from my Navexa cash account to my personal account (outside of my portfolio). Further to this point, it would be cool
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When clicking a holding from a grouped portfolio view, if many portfolios have this holding can all the results of this (trades performance etc.) view be grouped? Thank you
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