Navexa Feedback

I just want to be able to toggle between the franked amount and unfranked amount in the income return section. At the moment it shows the gross amount I recevied rather than the net dividend which makes my portfolio look bigger than it actually is.

It would be useful if in the Portfolio Diversification area we could set what our target weights should be and how far we have drifted from those values. We could then decide how to rebalance if we choose to and then assess the tax implications. Even better if we could do it with

Hey there, Really enjoying the AI module! A feature request for the AI module would be a time based trigger I use. An example I asked AI is the following: "Please provide a list of stocks in this portfolio that are in less than 5% of profit and have been in the portfolio for more

Im not comfortable with FTP sharing of my broker account for automated uploads and the CSV way is painful. Are you looking to add PLAID access or one of the others below to IB? CashEdge eMoney Client Connection Mint Plaid Portseido Quicken Direct Connect Sharesight SnapTrade Snow

Expected Behavior Your instructions ask for specific columns in the crypto speadsheet import. Import should interpret columns in a way that reflects their name Current Behavior 'Amount traded' is interpretted as 'price' Possible Solution Steps to Reproduce 1. 2. 3. 4. Context (En

Would be very helpful if you could upload prices of manual stocks via excel.

Users are able to add notes to a holding however they are unable to add those notes (or say the first 100 characters) as a column in portfolio view. This feature would be very useful if implementated.

The overview page shows holdings and total returns. The Performance TAB shows Contributions and capital gains/income return. I would appreciate something where i could see the Invested amount, capital gains and dividend return in one place without having to create an excel spread

I'm afraid the current "Avg Buy Price" calculation is not correct when we fully close and later reopen a position for the same asset. When we close a position, the Avg Buy Price for that asset has to be reset. That way any new position reopened for the same asset starts with a fr

Expected Behavior When entering the dividend / income for a custom mutual fund the amount should be reflected in the currency for the custom mutual fund. For example Symbol NEWFX Date 27/12/2012 Quantity 7.70 Price $53.85 Lot 20121227K42940 Total 414.645 There is an exchange rate