Navexa Feedback

When you are about to delete a portfolio it would be better to show the name rather than this message to make sure you have the correct one!

Betashares Direct users can request a Detailed Tax Statement with the components of their holdings from BD Customer Support at the end of the financial year after all the statements are ready. It would save me and those other BD users a lot of time if Navexa could import the CSV

It would be great if we could attach a copy of the annual tax statement when entering the tax component.

Please add the capability to view time-weighted returns in addition to money-weighted returns.

Being to add multi records in spreadsheet layout and then hit save alternativley being to able to upload a CSV file at the end of the month so balance stays up-to date

It'd be nice to be able to select multiple trades and then bulk update the trade details. This'd be very helpful for adding a broker for instance but there may be other attributes that would be good to have a bulk option on.

Add the following details to Dividend Income section Annual Dividend Income Monthly Dividend Income Daily Dividend Income Yield Yield on Cost Recent Dividend changes (%) Estimated dividend income per stock See features of https://divtracker.app/

The family office I work for receives lots of options, both listed and unlisted. It would be good if we could link the options and their exercise price to an ASX ticker to show if they are in or out of the money. It would also be incredibly helpful if they would display as a sepa

Hi guys One of my most used part of my (former) excel based holding tracker was a cell with URL link to the applicable unit/share registry's login/investor portal. This easily & quickly allowed me to download the latest dividend statements/etc. When you have many many holdings (l

Exporting data from the account is limited to Excel, and dates don't render in Numbers or CSV. Should one wish to leave Navexa the options for detailed transactions/dividends etc are not in a format widely accepted. ie the CSV format. As I am on a trial I cannot see the options f