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Navexa Feedback

Share an idea, feature request, asset request, or bug report. We’ll check for similar posts first so feedback stays organised.

2
Web issue in Mozilla Firefox running inside of linux mint. The old version allowed a manual type in but required you to select the day as confirmation in the drop down calenda before proceeding. Should be able to type date in after selecting the date entry box instead of choosing
Report a bug2
2
I have the same instrument purchased at different brokers, my view should be able to disntinguish. I can do at the trade level, but the entire symbol can only be assigned to one broker.
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2
Hello, it would be helpful to be able to set up a loan account (investment loan/margin loan) so users can see their net asset position. Manual is fine. Is there anything in the development pipeline? Also, what is the approx ETA of being able to link Options from the Interactive b
Suggest a feature0
2
Would it be possible to add a foreign currency wallet/holding (e.g. USD) and per broker (or per Stock/ETF holding) have a setting so that each "buy" consumes USD from this wallet/holding and a "sell" adds USD to this holding. Also, dividends are paid into this wallet/holding. Thi
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2
Would love the option to track debt, i.e. add negative values under 'custom investments' to track debt accurately. This will also reflect a more accurate tracking of total net worth.
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2
Entering and reviewing trades in different currencies can be difficult. Having all currency fields labled with their currency code would help Eg US$ AU$ etc. Example attached.
Suggest a feature1
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The return of capital feature seems to want an AUD figure and exchange rate.. Else where (Such as a buy) it wants a USD figure and an exchange rate .. Though both roads will get you want it would be nice to ask for data in a consistant approach.. I think the Buy entry is the cons
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2
There is no way to do a text edit on a single sate or a date range. One has to use the date picker. This make is hard to quickly do a report for a prior single financial year. Sometime one wants to quickly generate a report for some consecutive Fifincial years to compare results.
Suggest a feature2
12
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
Suggest a feature7
12
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
Suggest a feature1