Navexa Feedback

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?

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 No need for further tracking or analysis, I'd just love a way to use Navexa to store an old portfolio for historical reference, without taking up one of my slots?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

Add column Average Cost (including brokerage) to show cost of total purchased shares.

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

Good afternoon It would be good to rename fund titles (not ASX shares) without having to select pre-defined funds. It would be good if there was an option to rename existing fund titles wihout having to change the fund. e.g. if you have multiple Vanguard Index Funds they can only

Would love to be able to track index funds such as VTSAX, FXIAX, VFIAX, SWPPX

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.

For Pro accounts managing the same investments across multiple client portfolios, it would be useful to be able to rename a symbol across all relevant portfolios in one action. For example, allotment trades imported from contract notes may initially be recorded against a temporar

What went wrong? Contract notes from self wealth for BRK.B fail import consistently while all others seem to succeed Seems to be trying to read the "market" column as a company name. Perhaps a regex or string parse error caused by the period in the ticker for 'brk.b' as all other

Hello, it seems that on the website version (at least on my 14' laptop) the negative signs for assets with more than -1,000 in capital gains (losses) shows on a separate line. It seems like the capital gain column needs to be widened a bit? Thanks a lot! Craig