Navexa Feedback

The "Broker Name - Optional" field is missing from the Import tool which means they have to be manually added one by one.

When manually confirming multiple dividends, after editing a dividend, the screen goes back to the Overview tab. Can it stay on the Income tab instead of having to re-select the income tab and then having to scroll down to where you were?.

Expected Behavior "Stake Australia File Importer" "Brokerage Currency Code" field should default to AUD for ASX transactions. Current Behavior "Brokerage Currency Code" field in the "Stake Australia File Importer" is defaulting to USD for ASX transactions. Possible Solution "Brok

Please add the option to connect swyftx (Crypto) account into Navexa. They handle it very well by giving out an api key that allows the data to be read https://support.swyftx.com/hc/en-au/articles/14254548716185-Create-an-API-Key

Good afternoon It would be good to rename fund titles (not ASX shares) without having to select pre-defined funds. It would be good if there was an option to rename existing fund titles wihout having to change the fund. e.g. if you have multiple Vanguard Index Funds they can only

What would you like Navexa to do? Why would this be useful? What would the ideal outcome look like? Helpful details: Area of Navexa: Example or screenshot: Anything else we should know:

What went wrong? Failed to delete - hang Where is it happening? holding screen, Trades tab Platform: Web / iOS / Android - web Browser or device: Egde Steps to reproduce: Brows to holding 2.select trades 3.Click actions - delete Expected result: delete Actual result: hang Works f

Feature request Lock transactions that have been marked as confirmed. This stops the auto sync from removing the 'mark as confirmed' each time a sync is done. Area (pick one) Transactions Why does this matter? Frustrating on cash accounts to find all transactions unconfirmed when

Provide the ability to load cash transactions from a CSV or XLSX file. Most banks provide the ability to download transactions in this format. Manual entry is error prone and discourages more detailed entries which could be useful for analysis.

Please add a filter to the portfolio and most reports to include/exclude cash accounts from display and calculations. For example, with Portfolio Diversification it would be better to have the option to see a comparison between sectors without cash diluting the percentages. If ha