Navexa Feedback

Would it be possible to have a column denoting which CHESS the stock was purchased through; eg. Bell Direct or Selfwealth. Could place it after 'Value'. May this could entered at the time when the trade is entered into Navexa.

It would be good to have the ability to know the underlying Asset classes in LIC's and ETF's with a view to being able to determine Portfolio wide allocation to Asset Classes . So for example Investsmarts web based Portfolio system gives Asset class allocations of one's portfolio

Please allow for classifications for ETFs, even if broad. For example US S&P500, China, Europe, etc.

Can we create a Filter for ETFs only

It would be great to add a Yield On Cost % in the holdings screen so we can see the Yield of our stock, but also the yield on cost.

Requesting support for capturing value of traded options in IBKR and resulting tax outcomes of each trade

Would be helpful for buy decisions to have a little tool on the page for a holding to see dollar cost averaging effect based on either number of shares to add at current price or amount of money spent at current price.

Please add the ability to set a % tax deduction in the settings tab of each security (or at least per exchange/country). Currently, Navexa applies a default 15% withholding tax on dividends. For many investors this isn’t correct, and it creates a lot of repetitive editing. This w

On the Taxable Income Report, on pop-up for 'Enter Statement Components', there is not much information and this is quite difficult to match with the components from an AMIT statement. As someone who just invests in ETF's, I want this to be as simple and easy to enter as possible

Once the tax report has been prepared, ask the user the 'lock' it. After that it can't be modified, no matter what. It will allow me to delete older stocks with 0 value, but not affect the tax report. New tax year, new stocks, new report. Instead of 'locking' it, you could just b