Navexa Feedback

This integration is so unreliable and I get getting double ups when it stops working for a while and then comes back online. I'd rather not have this integration if this keeps happening.

Would like to be able to group holdings by geography in the performance view to understand which countries I am overindexed on

Right now, the green round badge that shows how many dividends are unconfirmed only appears on individual portfolios. In a Combined (group) portfolio the badge disappears — even if Split holdings is turned on — so you can’t see at a glance which symbols still need confirming. Why

It would be great if there was an option to export a periodic timeframe of the performance overview as a PDF so then I am able to print it in A4. It would be great as I like to have a physical collection of my performance during the year.

Is there a way to have a filter or button that shows trading days only? When I select all time and then try and select day / month / year it shows the weekend days which takes up uneccessary space. Could you have a filter that shows only the trading days? Thanks and keep up the g

after a merge buy event that correctly shows cost base, a consolidation event adjusts the number of shares but not the cost base per share. manual replacement of events seems to be only option to fix.

I need to create 3-monthly P&L statement for Australian government reporting. I would like to use Navexa to generate Profit and Loss Statement data using my portfolio's sales and dividend history. The P&L data could be accessed: (1) similar to how you present the input fields in

Currently the filtering is applied at the holding level and not individual trades. If we have trades for the same security with different brokers, it will not filter and calculate values properly, as it only looks at what broker is selected in the holding's settings.

Currently some actions that are entered manually do not have a place for adding notes on the transaction - eg the merger tool. Sometimes there are details that would be good to record like tax office class rulings etc.