Navexa Feedback

Request type Request type: Crypto Asset details Name: Aster Ticker / symbol: Aster Market / exchange (or network for crypto): Solana Network Link (explorer / exchange page / fund page): https://coinmarketcap.com/currencies/aster/ Where you trade/hold it Broker / Exchange / Wallet

Feature request When exporting the Holdings table to PDF, the PDF should follow the current on-screen row sort order (the order created by clicking a column header like Value, Total Return, Capital Gain, etc.). Area (pick one) Chosen area: Portfolio Why does this matter? Right no

HI Team , i have started as a trail user and am currently validing my returns . The tool is excellent so far . few trades that i could not add were my Saudi / MEast/ Kaula Lumpur holdings . As the system is not accepting the Exchange codes . Appreciate if you can look into this o

Any chance of adding Pionex to your list of Exchanges to import from?

Expected Behavior I'm relying on an IB feed This ticker dividends are in USD, and need converting to AUD accordingly Further there is no witholding tax Current Behavior Navexa assumes as it's a London share and converts on GBP instead of USD It also calculates a USD withholding t

Users need a way to input a "Target %" for each asset in their portfolio or a specific watchlist. Validation: The total must equal 100%. Visual Aid: A side-by-side comparison of Current % vs. Target %. The "Investment Predictor" (The Core Tool) A calculator where the user inputs

Is ther plans for Vanguard and Beta shares to be added for custermers so they can link their accounts as this would save time and more accurate book keeping, less chance of manual uploads going wrong.

Hi team, I’d like to suggest a feature that I believe would add a lot of value for active and long-term investors. Feature idea: A “Net Lifetime Break-Even Price” metric for each holding. Definition: The price at which selling all currently held shares would result in zero net li

Description: When I hold the same stock (like CBA) across multiple brokers, dividends should automatically go to the correct broker's cash account based on where each dividend was actually paid, not just the holding's overall broker source setting. Currently, all dividends from a

The mobile app has 1D/7D/this month/last month/3M/Fy26 and 6M. Can we please add this calendar year option? Thanks!