Navexa Feedback

Feature request Add Notes Column to All Trades Export Area (pick one) Chosen area: Performance Why does this matter? Some users keep detailed notes on individual trades. At the moment, these notes cannot be exported. Adding notes to the All Trades export would make it much easier

Feature request You really need to automatically logout users after a few minutes of inactivity (30mn) Really a poor cyber practice to let users logged in for days on confidential financial data, you are breaching Australian law and could be fined! Area (pick one) Chosen area: Se

Would be great to be able to quickly filter by category on the Portfolio Diversification. I have a custom group with categories - Core, Sattellite. Having the categories available in the filter would allow me to quickly see the weighting for my core or sattelite for quick balanci

Bug report Short summary (one sentence): Where is it happening? Platform: Web / iOS / Android Browser (if Web): Device + OS (if Mobile): App version (if Mobile): Steps to reproduce 1.make a copy of a portfolio and work in the copy 2.delete holdings from the copy 3.Go to Tax Repor

When you switch portfolis and are within the trades page of a holding, the data doesn not refresh. If both accounts have the same holding, it is easy to get mixed up... e.g. both acocunts have a custom USD holding to track dividend FX.. i have accidentally deleted some of them be

Neeeded to print the all trades report but it was very difficult to do. The last two columns (Brokerage and Value - the important ones) are always truncated and do not appear on the printout at all. Tried Chrome as well (I always use Safari) and same outcome. Even with re-sizing

Since the NABTrade file importer was developed NABTrade has been changed significantly and no longer looks like the screen shot shown.

Feature request What do you want Navexa to do? Area (pick one) Chosen area: Portfolio Performance Tax & reporting Cash & FX Imports & integrations Mobile UI Other Why does this matter? What problem does it solve? What should it look like? Describe the outcome you want. Example (o

Bug report Short summary (one sentence): Where is it happening? Platform: Web / iOS / Android Browser (if Web): Device + OS (if Mobile): App version (if Mobile): Steps to reproduce 1. 2. 3. Expected result What should happen? Actual result What happens instead? Evidence (recommen

Feature request What do you want Navexa to do? Test Portfolio designation and/or More individual portfolio settings to toggle on/off Area (pick one) Chosen area: Performance Portfolio Performance Tax & reporting Cash & FX Imports & integrations Mobile UI Other Why does this matte