Navexa Feedback

It would be amazing if I could set my portfolio sector allocations by value and get an automated email whenever my portfolio’s accuracy drops below the threshold I’ve set. I'm sure that everyone would find this feature useful!

Hi Can we please have any interest that is accrued from our cash accounts included in the overall income contribution when we look at our total portfolio performance? Without it we cannot get a true total portfolio perspective which to me defeats the purpose of using the program.

Recording Return of Capital (ROC) portions from ETF distributions is currently a manual process. Users have to edit the dividend to remove the ROC portion and then add a separate “Return of Capital” trade for each distribution. This becomes time-consuming for ETFs that distribute

Feature request Improve Navexa's automatic DRP tracking for Betashares Direct so reinvested distributions can reflect the actual fractional units and reinvestment price applied by Betashares Direct. Current problem Betashares Direct can automatically reinvest distributions throug

On the portfolio detail page, it is no initially clear what currency is being shown for values. The portfolio may have multiple holdings in different currencies. It would be useful to show the currency abbreviation (portfolio base currency or option to toggle to alternate currenc

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

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

Feature request Delete goals, not just edit. Area (pick one) Chosen area: Performance Why does this matter? Goals are sometimes no longer relevant, e.g., test goals, pivoting.

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

Coming across from Sharesight. Import from Sharesight works well. However, I have made hundreds of changes to CGT allocation methods in Sharesight. There's no way in Navexa to import these. This means I will have to manually set packets of shares against sales. This is a huge amo