Navexa Feedback

Love the ability to now share a portfolio with an Accountant or FInancial Advisor. Would be great to be able to share at a Portfolio Group level and/or be able to share multiple portfolios with the same person in one transaction.

Hey, could you add Capital.com to the broker list and currency ie (AUD/USD) to the trackable list ?

For example, my portfolio has 100 shares at average cost of $1.1 each. My wife's portfolio has 30 shares of average $1.7 each. I want to be able to see quickly that the average cost of shares across both portfolios is $1.24.

I would like the ability to fetch all trades for [portfolio] since [date] in a single query. e.g. /v1/portfolios/{portfolioId}/trades optional parameter: start_date returning: tradeId, date, transaction_type, symbol, market, units, price, etc. Based on the docs, it looks like qui

Would love the option to track debt, i.e. add negative values under 'custom investments' to track debt accurately. This will also reflect a more accurate tracking of total net worth.

Expected Behavior Foreign Dividends as 20E - Assessable foreign source income Current Behavior Foreign Dividends should be treated as 20E - Assessable foreign source income in the tax report - yet it is showing up under AUD income instead (i.e 11T or 11S) No option to edit on the

Expected Behavior Brokerage / fees not included in cost base of custom holding Current Behavior My overall capital gain was for example ~$100 AUD, with $30 brokerage. The reported capital gain was $100 and not $70, and there is no reference to brokerage fees in the cost base of t

The custom holding modify trade page is missing Exchange Rate Field.

Please add a column to the Holdings table which either shows "Days held" or "Trade Open date" value to get a sense of how many days have I been holding this trade. Will be useful to assess tax implications if I wish to close a trade.

Can you please do a video on how to combine multiple portpolios to get a total valuations? Thanks