1
It would be nice to see the true portfolio exposure The view would list all your shares held within ETFs
Suggest a feature0
1
Expected Behavior Clicking on Continue after linking account should return you to Navexa, but does not. Current Behavior Page freezes on the Connection Complete (Your xx Account has been succesfully connected, and Go Back to Navexa button does nothing Possible Solution Steps to R
Report a bug0
1
Expected Behavior Load trade feature should be available and work Current Behavior Navexa has been come stuck saying it is loading trades for more than an hour! Possible Solution make surre navexa doesnt get stuck loading trades. That process should time out if there is a problem
Report a bug0
1
Depending on what columns you require, you have to move the table back and forth to read the results. If we could chose a different font, and have the ability to reduce a font size, the tables would be more readable.
Suggest a feature0
1
Expected Behavior Current Behavior Possible Solution Steps to Reproduce 1. 2. 3. 4. Context (Environment)
Report a bug2
1
Expected Behavior Overview chart should accurately show Portfolio Value Current Behavior First data point in chart is ZERO, which messes up the scale of the chart Possible Solution Remove the first data point of ZERO Steps to Reproduce 1. 2. 3. 4. Context (Environment)
Report a bug2
1
I miss the graph that shows the TOTAL dividendes in a year. They are now individual bars - could you at least add a total there as well?
Suggest a feature1
1
Hi team, Could you please consider excluding SOLD holdings from calculations made with the free plan, rather than ACTIVE holdings? I imported my old ShareSight holdings sheet with 12 holdings in total. This included 2 older sold holdings, which were hidden from view by default. I
Report a bug1
1
On the 'Portfolio' page in the 'Price' column would it be possible to put the closing price and percentage into separate columns. When a dividend is declared could be possible to hold crediting the portfolio total till the actual date it is paid. Put into a pending column. I rece
Suggest a feature0
1
Could we have the price chart on custom pages work. I update the price of my silver holding manually and would be nice to have the price chart show the price movement. On the individual stock holding on the 'Trades' page could we have a total of the 'Value' column like we have to
Suggest a feature0