Navexa Feedback

It would be great to have additional portfolio metrics to manage our overall portfolio(s). For example, a section with risk metrics such as sharpe, standard deviation, tracking error vs benchmark, drawdowns, etc. Another useful metric to have would be 'portfolio turnover', to see

The current metric for return on all screens, a simple rate of return, presents a significant limitation for accurate performance evaluation. This method fails to account for the timing and magnitude of cash flows, which can lead to a distorted representation of performance and h

I do my investments using margin lending. Of course I get interest charge but it is tax deductible and they offset income from holdings. So published rate is not really the one which is actually paid: it depends on my tax rate. Also I am interested to chart equity over time. In a

When I import a .csv of multiple transactions for custom investments made in a foreign curency it adds two highly different values for each transaction to the custom prices section. If I'm DCAing something this can create a lot of extraneous information and mess with the capital

One of my broker platforms (Registry Direct) has sent a verification code to my Navexa secondary email account. It would be good if I could see all the inbox emails forward to my Navexa account for instances like this.

When creating events such as merge on historical entries current stock look ups are enforced. For example an event that became ESS:ASX is interpreted incorrectly as ESS:NY even if "ESS:ASX" is entered. Working around by manually entering parcels as current ticker (in this case DV

Currently only the date and time are included, yet an import from csv includes the confirmation number. Including would enhance record integrity

Hi Navarre, I noticed that the current Industry and Sector reports do not show the underlying holdings of ETFs. We also do not have any Region based exposure outside of the Exchange and Currency. This is something that is critical to many ETF investors. It would also be great to

The tax page is tightly coupled to Australian tax system. Please support Canadian tax reporting.

Added my first account link to Kraken. Seems stuck forever at "Awaiting first sync". There is no way I can see to force the sync, why not? Also, when I select "Sync from" 19/08/2025 - which is the day I become a tax resident - it then says "Sync From 18/08/2025", why? This is not