Navexa Feedback

Request type Request type: Stock-ETF, Exchange Asset details Name: SPDR S&P 500 ETF Ticker / symbol: SPY Market / exchange (or network for crypto): AMEX Identifier (if available): Contract address / ISIN / APIR: Link (explorer / exchange page / fund page): https://www.moomoo.com/

Request type Request type: Stock-ETF /Exchange coverage Asset details Name: Global X Artificial Intelligence & Technology ETF Ticker / symbol: AIQ Market / exchange (or network for crypto): NYSE Identifier (if available): Contract address / ISIN / APIR: Link (explorer / exchange

I would like to see how much I have invested in a year. From DRIP and adding cash or shares. Feature request What do you want Navexa to do? under the perfermance tab see how much was invested. Area (pick one) Chosen area: Performance Portfolio Performance Tax & reporting Cash & F

When entering say 25/4/25 you have to enter 25/4/2025. Make it so the simpler date entry works

Some ETFs as part of the distribution can be tagged as Long Term Capital Gain From my accountants advice this needs to be treated as such regardless of when it was purchased and is part of the funds Long Term Gains then passed to Unit hilders. Proved in the Dividend Entries a fie

When you select a different tax year from the reports page, the page doesn't refresh. Also, if there is a holding that multiple portfolios have, and you are on the "Holding" page, when you change to a different portfolio in the top right corner, the holding doesnt refresh to repr

Feature request The current Navexa AI is limited to querying your historical portfolio data (performance, returns, tax). It doesn't provide meaningful, forward-looking insights on individual holdings — what's happening with a company right now, whether to add or trim a position,

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

After importing all transactions from Sharesight, Coca Cola - CCL (purchased and sold in 2015/2016) is incorrectly shown as Cuscal Limited in my portfolio. The ability to change the company name to Coca Cola would be great (especially for my OCD management).

Feature request Add ability to transfer funds between cash accounts. Area (pick one) Chosen area: Cash Accounts / Portfolio Management Why does this matter? Portfolios can have multiple cash accounts, and users can deposit or withdraw funds for record‑keeping. However, there is c