Navexa Feedback

Currently have settlement date automation (sync trades) set up for the portfolio but whenever there's an SPP the cash transaction dates do not line up as usually you pay the funds first, then get given an allocation and then the units get settled to you. If I leave it as is, it s

Expected Behavior The Betashares Direct logo on the Integrations page loads OK Current Behavior The logo is broken/not displayed Possible Solution Fix the broken URL Steps to Reproduce Log into Navexa account and go to the Integrations page Setup Betashares Direct email integrati

One the Performance Page for Income Calendar beable to select Net or Gross amount. Or simple show both.

It would be great to have a on-hover table popup which will show how Net Payment and Gross Payment is calculated. Current popup does not clarify how Navexa arrived to these numbers. The issue I have is that while Net Payment is matching with adivce note but Gross Payment is drama

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

It would be great to have additional portfolio metrics to manage our overall portfolio(s). For example, a section with risk metrics such as sharpe, standard deviation, tracking error vs benchmark, drawdowns, etc. Another useful metric to have would be 'portfolio turnover', to see

The current metric for return on all screens, a simple rate of return, presents a significant limitation for accurate performance evaluation. This method fails to account for the timing and magnitude of cash flows, which can lead to a distorted representation of performance and h

I do my investments using margin lending. Of course I get interest charge but it is tax deductible and they offset income from holdings. So published rate is not really the one which is actually paid: it depends on my tax rate. Also I am interested to chart equity over time. In a

When I import a .csv of multiple transactions for custom investments made in a foreign curency it adds two highly different values for each transaction to the custom prices section. If I'm DCAing something this can create a lot of extraneous information and mess with the capital

One of my broker platforms (Registry Direct) has sent a verification code to my Navexa secondary email account. It would be good if I could see all the inbox emails forward to my Navexa account for instances like this.