Navexa Feedback

It would be great if there was an option to export a periodic timeframe of the performance overview as a PDF so then I am able to print it in A4. It would be great as I like to have a physical collection of my performance during the year.

Hi Team What happened to the Broker Name function? This Doesn't bring up any brokers anymore when updating trades. Is this a glitch in the platform?

Is there a way to have a filter or button that shows trading days only? When I select all time and then try and select day / month / year it shows the weekend days which takes up uneccessary space. Could you have a filter that shows only the trading days? Thanks and keep up the g

after a merge buy event that correctly shows cost base, a consolidation event adjusts the number of shares but not the cost base per share. manual replacement of events seems to be only option to fix.

I need to create 3-monthly P&L statement for Australian government reporting. I would like to use Navexa to generate Profit and Loss Statement data using my portfolio's sales and dividend history. The P&L data could be accessed: (1) similar to how you present the input fields in

Currently the filtering is applied at the holding level and not individual trades. If we have trades for the same security with different brokers, it will not filter and calculate values properly, as it only looks at what broker is selected in the holding's settings.

Currently some actions that are entered manually do not have a place for adding notes on the transaction - eg the merger tool. Sometimes there are details that would be good to record like tax office class rulings etc.

Currently, when creating a new portfolio, the country selection automatically sets the base currency (e.g., choosing Turkey forces TRY). This is confusing for investors who live in one country but invest entirely in another currency (e.g., USD). Why It Matters: Many investors out

Currently, when updating AMIT/AMMA values in the ATO MyTax → Component Returns (e.g. setting 13U to match AMMA), the Trust Income table updates and overwrites the total dividends shown. This causes a mismatch: Actual gross cash distributions (dividends paid into the bank account)

Expected Behavior The iOS app shows a date and it's in the format of the local region. Current Behavior The date is displayed in m/d/yy format. Possible Solution Show the date in dd/mm/yyyy format or the format matching the device region settings. Steps to Reproduce Open the iOS