1
I am finding it very difficult to find accountants that handle overseas ETFs and US trading, ROC etc and good ones are already too busy. It would be really good to have a list of accountants and/or affiliated with Navexa available to subscribers. list areas of expertise, for exam
Suggest a feature0
1
Top 20 stocks across all Navexa Users Without disclosing user names this can be a very powerfull feature on showing others what others are investing in.
Suggest a feature0
1
You dont have a category for Showing love so I am putting this under Suggest a feature. Thanks for publishing your API. I am not a techical person but, this evening Claude was able to write me an app that pulls my Navexa data and then allows me to include offline information that
Suggest a feature2
1
Can't filter date prior to 2015 when portfolio extends back prior. Where is it happening? Platform: Web Browser (if Web): Mozilla Firefox (Linux) Steps to reproduce Go to Portfolio Valuation click on date entry box select year entry box cannot access years prior to 2015. Expected
Report a bug2
1
Request type Request type: Crypto / Stock-ETF / Fund / Exchange coverage Asset details Name: Vanguard S&P 500US shares index ETF Ticker / symbol: V500 Market / exchange (or network for crypto): ASX Identifier (if available): Contract address / ISIN / APIR: Link (explorer / exchan
Request an asset (coin/ticker)2
1
Feature request Just watched your video, and it would be great to be able to benchmark my portfolio against the rise in Money supply in the US (M2) or Australia (M3). Thanks. Area (pick one) Chosen area: Performance Portfolio Performance Tax & reporting Cash & FX Imports & integr
Suggest a feature0
1
Feature request Be able to add goals to Stock Genius. Area (pick one) Chosen area: Performance Portfolio Performance Tax & reporting Cash & FX Imports & integrations Mobile UI Other Why does this matter? Showcasing Navexa to potential new customers which allows costs to stay down
Suggest a feature0
1
Could you include the name of the portfolio in the generated tax reports? This is very helpful for those of us that manage multiple portfolios and need to generate multiple reports each year. This feature is available in the Sharesight reports I generated so missing this minor fe
Suggest a feature0
1
Request type Request type: Crypto Asset details Name: Aster Ticker / symbol: Aster Market / exchange (or network for crypto): Solana Network Link (explorer / exchange page / fund page): https://coinmarketcap.com/currencies/aster/ Where you trade/hold it Broker / Exchange / Wallet
Request an asset (coin/ticker)0
1
Feature request When exporting the Holdings table to PDF, the PDF should follow the current on-screen row sort order (the order created by clicking a column header like Value, Total Return, Capital Gain, etc.). Area (pick one) Chosen area: Portfolio Why does this matter? Right no
Suggest a feature0