Navexa Feedback

Trying to import PNR trades and some trades done during a capital consolidation period... stock code during that window was PNRDA for example... Navexa can't find matching buy trades for the PNRDA sells... which of course were under PNR... I will have to re-create trades... as ca

Feature request Implement a new column in the main Portfolio/Holdings table that displays the percentage weighting of each individual holding relative to the total portfolio value. This metric should update dynamically based on the current market value of the asset. Area (pick on

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 Add Judo bank to list of financial institutions Area (pick one) Chosen area: other 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 outco

Hi - it would be good to have an AUD value column on the main holdings page for US stocks.

Feature request I have some Vanguard ETFs in my personal name and have used your educational video to update the tax details in Navexa at the end of the financial year. This is easy to do because the tax statements are provided for each holding when they are held in that manner.

Feature request The ability to attach more than one file to a trade. Area (pick one) Chosen area: Portfolio Why does this matter? If a trade executes over a number of days there are multiple contract notes. I would like to add them all to a sell trade What should it look like? th

I currently use a spreadsheet to track my asset allocation vs target allocation i.e.: Aus shares: Actual Target Dif Vas $10 A200 $20 Total 20% 25% 5% Int shares: Actual Target Dif BGBL $10 VGS $20 Total 20% 25% 5% I would like to be able to create somthing like this in Navexa eit

Please add support for these US ETFs/stocks from Interactive Brokers: SMH, QQQ, VOO, XLI, XLF, VOOG, FTEC, EDIV, EEMS, VOOV, LCID. They're showing as unknown sectors despite being on supported US exchanges.

Feature request Add the ability for a user to be able to add Sector, Groups or Classifications as columns in the Portfolio view. (also ensure that they are exported in XLSX file) Area (pick one) Chosen area: Portfolio Why does this matter? Allows for mnore detailed views or expor