Navexa Feedback

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

What went wrong? I really like the new X-Ray feature but it indicated it couldn't drill into PGA1 (which is OK, not sure why this is) but it didn't identify LSF as an ETF and therefore didn't attempt to load it's see through portfolio into the report Where is it happening? Platfo

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:

When importing an AMIT PDF to a specific holding, I have to use another AI tool to split the PDF statement from SuperHero as it combined all holdings AMIT to a single PDF file. I think Navexa AI should do that automatically, currently, it just repointed back to the upload file se

What would you like Navexa to do? Build a small private forum for serious long-term investors, where people can share news stories, comment and react calmly and prudently based on data and facts, without losing their minds or gains over the news. Why would this be useful? Reddit

What would you like us to support? Request type: Exchange Traded Bond (eTB) Asset details: Name: Australian Government Treasury eTB Ticker / symbol: GSBI32 Market, exchange, or network: ASX Current list: https://www.asx.com.au/markets/trade-our-cash-market/overview/bonds

When i go to add a trade i input the details and attempt to attach the buy note. It doesnt let me add the trade and an error message comes up - and the trade actually enters twice. 3. Expected result: Actual result: Screenshot, screen recording, or error message:

What would you like Navexa to do? show some further information easily accessable on ex.dividnd dates, see screenshot from SD.

Confirming a distribution should also confirm its trade When a distribution is confirmed in the Tax Overview> Income or AMIT section, the Dividend or Reinvestment trade stays unconfirmed on the Holding's Transactions page. The same payment therefore has to be checked and verif

Hi Navexa team, Feature request: a home loan interest rate benchmark, such as the RBA average variable rate. With rates where they are, many investors are choosing between investing and paying down debt, or are investing with borrowed money. For them, the relevant hurdle is the i