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Expected Behavior I would not expect it to want me to confirm a divdend from the next financial year in the tax report for 2022-2023. Current Behavior It is asking me to confirm a dividedend in my 2022-2023 tax report that will not be paid until 31/08/2023. This might be because
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Currently there are no ESG benchmenchs. I aim to invest ethically. This strikes me as the best index to use but I'm open to others - it has a longer history than some of the competitors. For the moment, I'm using the WXOX (SPDR S&P World Ex Australia Fund). https://www.msci.com/m
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Add total value similar to quantity and brokerage on the overview->->Trades page
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Expected Behavior Current Behavior Possible Solution Steps to Reproduce 1. 2. 3. 4. Context (Environment)
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Expected Behavior Current Behavior Possible Solution Steps to Reproduce 1. 2. 3. 4. Context (Environment)
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I'm not a fan of the 'click on trade to enter data' design. It's not intuative - to someone looking for the feature there is nothing visible. For me I wasn't looking for anything to do with tax, I just clicked on a buy trade and wondered what I had done. It makes it impractical f
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When updating the date range on the Overview tab after navigating to this page from another part of the system (or after entering a trade) the page will flick to a tab. (ie when the url ends with ?tab=1 , changing the dates to see different performance period, will show the trade
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No results are returned when trying to search the help pages. eg https://help.navexa.io/search?collectionId=&query=tax
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