Navexa Feedback

Hi guys Trying to do some portfolio reconciliations for clients that held the bond OBLHA which matured in 2022. Would you be able to add to the database so this can be inputted and recorded for tax / performance reporting. Cheers

Hi team, great work launching v3! One minor UI feedback please - Could you consider adding an easy way to switch between different holdings from within a holding's detail screen please? Currently, we need to navigate back to the portfolio/overview page and select another holding.

Instead of going out Navexa tgo another application, it will be very helpful to set up reminder with "x" days in advance for deposit renewal, or maturity of deposit, etc. If implemented, this will become salient feature of Navexa.

Income column to be added

THe Income Calendar date range drop down should be the same as other date range drop downs that include ability for Financial Year. Currently, can only select calendar year or 12 months.

Hi, theautomated dividend reinvestment calculator for unlisted managed funds currently assumes only whole units in the fund can be reinvested. While this is true for listed securities on the ASX, unlisted funds permit fractional unit purchases. As such, the automated calculator i

LLC is a stapled unit, ie Lend Lease Corp and Lend Lease Trust. The dividends from the company are declarable in the FY received, and the distributions from the trust are declarable in the FY for which the distribution statement covers, as with other trusts. The annual statement

It would be handy to be able to add field columns to the dividend screen. For example, it would be very handy if i could see all foriegn tax withheld for all dividends paid.

Hi, specifically with the ETF VEU.ax (a Vanguard ETF). This would appear to require the July distribution each year, (record date June, and covering the 3months to 30th June), to be recorded in the previous FY, but it is not. It appears to be a re-visit to your linked thread, Nav

Hi. Amcor CDIs are listed on the ASX. Amcor Plc is domiciled in the Chanel Isles, Jersey I think. It pays a dividend quarterly, denominated in USD, but converted to AUD. However Navexa applies a US withholding tax to this security. I don’t think that is correct: distribution stat