Navexa Feedback

It might be of interest to people for the portfolio page to have a little box with some details of their last three trades (maybe the same for dividends) just to jog memory of what has happened (or records not yet entered)

A small button or icon to show record modification details (date time user etc)

The date filter should be a single date – it isn’t meaningful to enter a range.

Firstly, I love the ability type in a code and then jump straight to any one of a number of holdings. Don’t ever get rid of that. However: I find typing two letters of a code is the only reliable way. Typing three letters will return no results more often than not. Although it so

It would be good to give the user the option of only needing to enter the franking percentage, with rest of the franking fields calculated from that.

It would be good to give the user the option of entering the dividend amounts in the form of cents per share, with the total payment then calculated. See also https://feedback.navexa.io/feedback/96016

When entering a dividend (or updating) it would be helpful if the page would show the number of shares held once the ex-dividend date is populated (much the same as the Trade screen where the share price is updated as the trade date is changed)

I imagine there might be a technical challenge for some pages but it would be good keep the user in the same function when they choose a different portfolio, wherever possible. Obviously if they are looking at a stock which isn't held in the other portfolio that can’t be done. Bu

The purpose of this function is ambiguous as it could also be used record the movement of shares being in the name of one person to another (entity) such as from joint names to a super account. Ideally it would have a tick box with date picker & dollar amount, so it can be used t

Expected Behavior When running a report for multiple years, if more than one allocation method has been set for a holding, display “(multiple)”. Current Behavior When running for multiple years, if more than one allocation method has been set for a holding, it displays FIFO (or p