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Currently, when creating a new portfolio, the country selection automatically sets the base currency (e.g., choosing Turkey forces TRY). This is confusing for investors who live in one country but invest entirely in another currency (e.g., USD). Why It Matters: Many investors out
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Expected Behavior Current Behavior Possible Solution Steps to Reproduce 1. 2. 3. 4. Context (Environment)
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Currently, when updating AMIT/AMMA values in the ATO MyTax → Component Returns (e.g. setting 13U to match AMMA), the Trust Income table updates and overwrites the total dividends shown. This causes a mismatch: Actual gross cash distributions (dividends paid into the bank account)
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Firstly I love this tool and use it alot it has really changed the way I manage my portfolio and I recommend it to anyone and everyone. But I do wonder about the trackers. Everytime time a log on my privacy tool blocks about 24 trackers. Given that I am a paid subscriber is it re
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Expected Behavior The iOS app shows a date and it's in the format of the local region. Current Behavior The date is displayed in m/d/yy format. Possible Solution Show the date in dd/mm/yyyy format or the format matching the device region settings. Steps to Reproduce Open the iOS
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Currently have settlement date automation (sync trades) set up for the portfolio but whenever there's an SPP the cash transaction dates do not line up as usually you pay the funds first, then get given an allocation and then the units get settled to you. If I leave it as is, it s
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Expected Behavior The Betashares Direct logo on the Integrations page loads OK Current Behavior The logo is broken/not displayed Possible Solution Fix the broken URL Steps to Reproduce Log into Navexa account and go to the Integrations page Setup Betashares Direct email integrati
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One the Performance Page for Income Calendar beable to select Net or Gross amount. Or simple show both.
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It would be great to have a on-hover table popup which will show how Net Payment and Gross Payment is calculated. Current popup does not clarify how Navexa arrived to these numbers. The issue I have is that while Net Payment is matching with adivce note but Gross Payment is drama
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Hi, can you please allow fractional shares/units as an option for reinvestment of distributions (rather than just the existing rounding up or down options). Vanguard managed funds allow for full reinvestment ie if dividend dollar amount paid equals 10.63 units at the current pric
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