Navexa Feedback

When creating events such as merge on historical entries current stock look ups are enforced. For example an event that became ESS:ASX is interpreted incorrectly as ESS:NY even if "ESS:ASX" is entered. Working around by manually entering parcels as current ticker (in this case DV

Currently only the date and time are included, yet an import from csv includes the confirmation number. Including would enhance record integrity

Hi Navarre, I noticed that the current Industry and Sector reports do not show the underlying holdings of ETFs. We also do not have any Region based exposure outside of the Exchange and Currency. This is something that is critical to many ETF investors. It would also be great to

The tax page is tightly coupled to Australian tax system. Please support Canadian tax reporting.

Expected Behavior nabtrade is the name of the broker, NOT NAB Trade as you've coded into your site... please correct the company name. Current Behavior As above. Possible Solution As above Steps to Reproduce Simple label change all over the site :) Context (Environment) N/A

To the transaction table, add a 'date sold' field that you can sort on date and see how you perform over time, and/or add buttons on the benchmark chart where you can pop-out sales to see how you are travelling over time.

Can you please add parcel trades for crypto? It is available for stocks only at this point in time.

Hi, is there any chance we could choose to select a cash account to account for all share transactions rather than having to manually update the cash account. Select a default account for all settlements?

I just logged in for a trail period and loaded up a couple of dummy shares into the portfolio. Just having a play and pretty soon saw a couple of issues: the share price graphs shows prices to the nearest cent - many of the smaller mining stocks trade in 0.1c increments so it's p

AI Response: "Based on our system design, the classification field in the Settings tab requires you to select from the available dropdown options - there isn't a way to completely clear or remove the classification once it's been set."