Navexa Feedback

Currently when importing Stocks into the Portfolio for an entity, you are able to select in the individual buy /sell orders the nominated broker (In my case Westpac & HUB24). However at a holding level under the settings there is only one field for the broker which in my case is

What went wrong? Where is it happening? Platform: Web / iOS / Android Browser or device: Steps to reproduce: 1. 2. 3. Expected result: Actual result: Screenshot, screen recording, or error message:

What would you like Navexa to do? I'd like to be able to track dividend income as a goal in addittion to total value. Why would this be useful? My ultimate goal with investing is to get to a point where the dividend income each year is a comparable replacement for my wages. Basic

Chosen area: Tax & reporting Why does this matter? Currently, Cash Accounts only allow the net interest received to be recorded. There is no way to record TFN withholding tax that has been deducted by the bank. This means users cannot accurately track gross interest income and ta

Bug report Using the API to to amend existing Income records, as Navexa has auto created records but I need to amend the values due to Return of Capital, and currency rate difference. I am using Dividend amend via PUT /v1/income/{id} — only these fields take: WRITABLE: exDividend

Feature request Add a Cost Base Adj column (arguably 1 column as a +ve or -ve value over 2 columns for increase & decrease) to the Income tab for Distribution based holdings. Area (pick one) Chosen area: Porfolio - Select Holding Why does this matter? The ability to enter AMIT de

Request type Request type: Crypto Asset details Name: Aster Ticker / symbol: Aster Market / exchange (or network for crypto): Solana Network Link (explorer / exchange page / fund page): https://coinmarketcap.com/currencies/aster/ Where you trade/hold it Broker / Exchange / Wallet

When adding a stock holding / custom investment manually, the only options available are "Buy" or "Opening Balance". If I sell short an equity or option, there is no way to add the trade in. Can you please allow for "Sell" to be a valid opening trade?

I didn't realise this was not included in the standard plan. I think it makes sense to include as standard given it's a normal tax accounting option however this only becomes available in the premium tier plan. Otherwise plan inclusion features should be more detailed, now it see

Please add the option to connect swyftx (Crypto) account into Navexa. They handle it very well by giving out an api key that allows the data to be read https://support.swyftx.com/hc/en-au/articles/14254548716185-Create-an-API-Key