Navexa Feedback

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

What went wrong? User story: As a portfolio investor, I need delisted Toro Energy (ASX) holdings to be automatically removed and replaced with the acquiring Canadian company’s security (using the correct cross-exchange symbol), so that my portfolio accurately reflects current hol

What went wrong? The Billing & Subscription page briefly appears, does not fully load, and then redirects to another screen. When it does appear, some controls are greyed/locked with no error message. This prevents access to billing and subscription settings. Where is it happenin

What went wrong? The Navexa iOS app frequently freezes during normal use. The UI becomes unresponsive and the app becomes unusable until force-quit. Where is it happening? Platform: iOS Browser or device: Not provided (please specify iPhone/iPad model, iOS version, and Navexa app

What went wrong? Only transactions from June 2024 onward appear in the portfolio after syncing an IBKR account. The Sync History shows multiple activities and files ingested that include trades prior to June 2024, but those older transactions are not imported or displayed. Where

What went wrong? Clicking Tax Reporting > Overview (and other Tax Reporting items) does nothing; the screen does not update and remains on the previous page. This prevents accessing the Tax Reporting overview (observed on a Standard plan account). Where is it happening? Platform:

What would you like Navexa to do? Introduce prorated plan upgrades that honor active promotional discounts. When a customer on Basic with a promo (e.g., 30% off) upgrades to Standard mid-cycle, charge only the discounted difference for the remaining term—instead of the full Stand

What went wrong? The Success import log shows incorrect trade dates for DGT contract note imports. The corresponding DGT positions/trade records display the correct trade date, creating a discrepancy and making verification difficult. Where is it happening? Platform: Unknown (Imp

The email import from Stake for buy/sell works excellent. It would be great if the deposit/withdrawal emails were supported as well so you can track the entire account balance.

What would you like Navexa to do? Why would this be useful? What would the ideal outcome look like? Helpful details: Area of Navexa: Example or screenshot: Anything else we should know: