Navexa Feedback

Please try to find a way for the subtotals to continue to display when a group is collapsed.

Could the various reports (like Contributions) that display the same stock in multiple holdings display the blue tag that appears on the main Portfolio page, to distinguish which portfolio of group the holding relates to. Or consider just making it another column – then it can be

Please provide Value Total similar to Quantity and Brokerage, thank you

Expected Behavior The All Trades report lists buys and sells of shares (& crypto if that is your bag) Current Behavior The All Trades report lists buys and sells of shares AND Cash Account transactions. Perhaps there is a case to argue for the buying and selling funds to appear (

Expected Behavior When using the "Report Bug" option, it looks like you are submitting a bug to Navexa directly. However it publishes it on the Navexa community forum, which is available publicly. There is no warning or notice that the bug you publish will be out in the open. Peo

Please change the label on Holding Value to emphasise it's as at the end date of the selected period. All of the other Key Stats are as of now so this is confusing - see image. Putting the date in the label would make it completely clear. Although the opposite could then be the p

Could you could make this page printable for reporting.

Any plans to integrate with Schwab? They are one of the largest brokers in the US, I'm surprised to not see them offered as an integration. Thanks

Expected Behavior. If the user decides they don't want sync to go so far back, they should be able to choose a later date. Current Behavior When an existing sync is already configured, changing to a later date in the Manage Sync Automation box does not remove transactions prior t

Expected Behavior On the portfolio settings screen, when the user changes the Trades or Payouts selection from an existing account to a different account, the previously sync'd transactions should 'move' from one cash account to the other. Current Behavior Nothing happens even wh