5
Add an optional “Tax Cost Base” column to the Portfolio holdings table. This is particularly important for Australian ETFs where AMIT adjustments change the tax cost base over time, making price-based profit figures misleading. The column would display the current tax cost base f
Suggest a feature2
14
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.
Suggest a feature1
4
In Portfolio overview the column 'Value' displays the total market value so that column should be renamed as "Market Value". A new column titled Cost should be added between Quantity and the new 'Market Value' and displaying the total we paid for the stock as $ value worked out a
Suggest a feature2
3
Feature request What do you want Navexa to do? Include "Last Financial Year" in the filter within Income Calendar similar to Income Breakdown. This will help at a glance the performance of Income over previous year. Area (pick one) Chosen area: Performance Portfolio Performance T
Suggest a feature2
3
It would be great to be able to insert a historical cost column into the portfolio page. It would provide a total buy price for each holding and would compliment the average buy price of an equity column in the portfolio page.
Suggest a feature0
2
Feature request I'm after a report which shows the split between 'Realised' and 'Unrealised' gains/(losses) by asset I hold, which would total to the "total Capital Gain/(Loss)" which I can see on the portfolio page. Currently the information is in different reports, but it not c
Suggest a feature0
2
Feature request Allow multiple files to be attached to each divedend. Area (pick one) Chosen area: Tax & reporting Why does this matter? I hold the same investment across multiple brokers. For example 100 units of VGS with Commsec and 100 units of VGS with CMC. This means that i
Suggest a feature0
2
Previous to this new version of the UI (browser verion), "My portfolio" showed up as a green line on the graph and the "chosen index" was blue, now the colours have been swapped! Yet when I'm out and about and view the Android app, My Portfolio is green and the chosen index is bl
Report a bug1
2
Bug report Short summary (one sentence): Income Calendar has "this financial year" but not "Last financial year" similar to Income Breakdown Where is it happening? Platform: Web Browser (if Web): Safari Steps to reproduce 1. 2. 3. Expected result What should happen? Actual result
Report a bug1