Navexa Feedback

Share an idea, feature request, asset request, or bug report. We’ll check for similar posts first so feedback stays organised.

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On the 'Portfolio' page in the 'Price' column would it be possible to put the closing price and percentage into separate columns. When a dividend is declared could be possible to hold crediting the portfolio total till the actual date it is paid. Put into a pending column. I rece
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What would you like us to support? Request type: Super Fund Asset details: Name: Australian Super Ticker / symbol: STA0100AU Market, exchange, or network: Identifier, if available: Link, if available: Where do you trade or hold it? Broker / exchange / wallet: Custom Asset or Shar
Request an asset (coin/ticker)4
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Feature request Manually adding transaction to cash account, allow the same types that are auto generated with sync. i.e.: Income Payout Buy Trade Sell Trade This is to allow a manual import to achieve the same outcome as sync. Currently these types do not exist as options Area (
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Feature request Support Morgan Stanley At Work (E-Trade At Work) accounts for employees of US companies who work in Australia. Area (pick one) Chosen area: Tax & reporting Portfolio Performance Tax & reporting Cash & FX Imports & integrations Mobile UI Other Why does this matter?
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I am writing to express my disappointment with the recent changes to the Navexa platform (April 2026). In my view, the previous version was far superior in its simplicity and effectiveness; it provided exactly what was needed without unnecessary complexity. The updated transactio
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Feature request Classifications for holdings are far too limited, particularly for things like ETFs. Broad index ETFs cannot fit into a single classification, which makes sector diversification etc useless. You also can't clear a classification once you select one. Area (pick one
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Is ther plans for Vanguard and Beta shares to be added for custermers so they can link their accounts as this would save time and more accurate book keeping, less chance of manual uploads going wrong.
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Hello, it would be helpful to be able to set up a loan account (investment loan/margin loan) so users can see their net asset position. Manual is fine. Is there anything in the development pipeline? Also, what is the approx ETA of being able to link Options from the Interactive b
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Although the hide sold holdings mostly works, I have found that I have holdings that are 0 quantity and 0.00 value regardless of whether I click on hide sold holdings or not. Can this be made a bit more granular with different options to hide different values? Thank you.
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Hi, can you please allow fractional shares/units as an option for reinvestment of distributions (rather than just the existing rounding up or down options). Vanguard managed funds allow for full reinvestment ie if dividend dollar amount paid equals 10.63 units at the current pric
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