Navexa Feedback

Hi Team, Navexa has great features. One additional feature would be to be able to track CFDs. I would also like to be able to track short selling if possible.

Hi team, it would be great to have a precious metals tracker. Many investors have physical bullion as part of their portfolio and being able to add; The type (gold, silver etc) Number of ounces/grams purchased in that trade Currency purchased in Date of puchase Then your algorith

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

Please add a filter to the portfolio and most reports to include/exclude cash accounts from display and calculations. For example, with Portfolio Diversification it would be better to have the option to see a comparison between sectors without cash diluting the percentages. If ha

Hello a simple watchlist tab/area would assist, then no more need to change between Navexa and some other app.cheerio.

Requesting support for capturing value of traded options in IBKR and resulting tax outcomes of each trade

Do we any plans of enabling integration with Betashares Direct? I know Betashares Direct is also a new platform and new functionality is being added/planned but was hoping to know if this Broker is Navexa's pipeline or not. Thanks!

It would be amazing if I could set my portfolio sector allocations by value and get an automated email whenever my portfolio’s accuracy drops below the threshold I’ve set. I'm sure that everyone would find this feature useful!

Hi Can we please have any interest that is accrued from our cash accounts included in the overall income contribution when we look at our total portfolio performance? Without it we cannot get a true total portfolio perspective which to me defeats the purpose of using the program.

Please support usage of the YYYY-MM-DD date format (ISO 8601) which should be able to be set in the /n/settings page.