Navexa Feedback

There isnt any option to date range the Auto DRP for a sock. In addition, and in leu of a date range option, there isnt any way to add a trade as a DRP type. User story: On import from my broker I have several years of data. When I started investing I had DRP turned on where I co

If I add a custom instrument, I can only set a generic name, either something short (difficult to interpret later on) or long (uses up more UI space in certain tables). It'd be great if I could set a separate ticker symbol and more descriptive name for a custom instrument, for ex

Grateful if you could please add the capabilty for 2026 SMSF tax reporting in pension mode (corresponding to NAT 72226) Thank you so much. Claudette

Hi Navexa Team, As an active user monitoring LSE-listed holdings from Australia, I’ve noticed that current price updates for LSE securities aren’t in real time or kept in sync with a timely delay. Given the significant overlap between the LSE trading hours and the Australian dayt

When DRP's apply to a stock holding, it would be very helpful if we could see the running total for the number of shares. It would also be useful to see the running total for the shares on the Income page. This would help eliminate any issues faster than searching elsewhere for t

Would it be possible to have a tax report that includes total sales (not designated by short and long term) and total purchases so that trading income can be calculated by Gross Sales - Cost of Sales (Open stock + Purchases - Closing Stock)?

Expected Behavior It should be entered in USD Current Behavior I has to be entered in AUD Possible Solution You probably need to see how this is managed.. The tricky part will be the data that is entered if you make a change.. Steps to Reproduce 1.Create a USD Stock 2.Try and ent

Could you please add a "Trade Type" of DRP so we can identify our shares purchases by means of "dividend reinvestment plan". Thank you.

Hey Team, I like the program but my stocks are showing negative returns where there should be positive and visa versa and nothing i can do can rectify them. Unfortuately I will not be purchasing the program past the trial period. thank you

A useful visual to have in this section is something like a stacked bar chart that shows the initial investment cost base (money invested) and growth from capital gains, currency gain/lost, and income. An easy way to quickily see how much of portfolio value is from adding capital