Navexa Feedback

Please include ability to manipulate columns as standard elsewhere - eg sort by oldest to newest and other columns, filter by transaction type, debit/credit etc.

Would be great to see Portfolio Contributions Report filter on just open trades only. I would like to see which of my open trades are performing or not. Thanks, Anthony

Expected Behavior I sohuld be able to see the 2022-23 TY tax report if the unconfirmed dividents payment date is in July 2023. Current Behavior When I try to generate Tax report for 2022-23 FY the systems still wants me to confirm the dividents from 2023-24 FY "To be 'tax ready'

A chart or table showing each years performance for a multi year period. It would be nicve to know how the average dividened yield has varied over a multi year period.

Add the ability to set dividend reinvestment as the default option when confirming dividend payments. Currently I need to update each dividend payment and set "Dividend Reinvested = true" for all of my divident payments. Being able to just select "Confirm" and have this set by de

Expected Behavior Value column total to be net of all money recieved/spent, including returns of capital. Current Behavior I might be confused but I believe that Return of Capital events are incorrectly signed in the calculation of the total at the bottom. Possible Solution Steps

I find the paging of the stock list somewhat frustrating. I would prefer the stock list to scroll. Not everyone may share my preference. So my suggestion is that the option be provided of selecting whether the stock list pages or scrolls.

On the overview page, have a column showing the percentage for each holding in the portfolio. E.g. if you have two holdings with values $1000 and $3000, they would have percentage weights of 25% and 75% respectively.

Hi, I t would be great if instead og navigating to the overview Tab when clicking on a Ticker code that you instead be navigated to the more relavant Income Tab. Thanks Wilson