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What would you like us to support? Request type: Crypto / Stock / ETF / Fund / Exchange Asset details: Name: Ticker / symbol: Market, exchange, or network: Identifier, if available: Link, if available: Where do you trade or hold it? Broker / exchange / wallet: Anything else we sh
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I’ve recently started using Navexa to track my SMSF and have been very impressed with the platform. My SMSF is a genuinely multi-asset portfolio rather than a conventional share portfolio, and using it has highlighted a few features that I think would make Navexa considerably mor
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I have locked in my final tax data for 2020-2026 and for each year i have exported ato tax reports along with cgt summarys and taxable income summarys. I exported both pdf and xlsx formats and would assume that it is intended for the data to be identical in each format. When i ga
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Current support is mislabelled as Crypto.com Exchange Desktop platform. Requesting Crypto.com Mobile App support.
Request broker or account integration0
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LOGI is different from a normal US company such as Microsoft or Nvidia, even though Logitech trades on the US Nasdaq Logitech International S.A. is a Swiss company, so its dividends are generally subject to Swiss withholding tax, not US withholding tax. Switzerland's standard wit
Report market data or corporate action issue1
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What would you like Navexa to do? Why would this be useful? What would the ideal outcome look like? Helpful details: Area of Navexa: Example or screenshot: Anything else we should know:
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What went wrong? Swyftx imported trades including a 'Transfer In' trade of a crypto causing a 'Fix' prompt. Saying Fix by 'Import Trade' or "Add Trade' Unable to 'Fix' as there was no"Buy" as it was 'Bonus Gift'. Where is it happening? Platform: Web / Android Browser or device: B
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I would like to be able to record distribution income by calendar year not Australian Financial Year. I'm sure Navexa has clients living overseas who might prefer to track performance by calendar year not financial year as they are not Australian residents for tax and therefore h
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Mb found a small bug today as it's not letting me submit a goal. Error code when submitting is: \[object Object\] Also - ability to delete goals would be great. I can see this is in the pipeline, thanks for ongoing support, loving the platform compared to Sharesight which I found
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I've run into an issue with the "Add/Update AMIT Statement" tool on a holding that has both trust income and an ordinary dividend recorded in the same financial year, such as a stapled security. When I set up two separate income records for the year, one flagged as Trust Income w
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