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Navexa Feedback

Share an idea, feature request, asset request, or bug report. We’ll check for similar posts first so feedback stays organised.

1
Trying to use Navexa AI on my phone and I can't see what I'm typing. It is obscured. See screenshot.
Report a bug2
1
Can we please have a dark/light dark GREY background? instead of just white or black.
Suggest a feature0
1
DRP entries currently do not have a broker field. While the DRP is not a buy from a broker they do end up in a broker / exchange account. When running custom reports via an api / mcp this information being set would be helpful.
Suggest a feature1
1
What went wrong? Decimal point won’t stay Where is it happening? Edit dividend Platform: Web / iOS / Android IOS Browser or device: IPhone Steps to reproduce: Edit dividend amount 3. Expected result: Actual result: Screenshot, screen recording, or error message:
Report a bug Pro & Client Management1
1
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
Report a bug1
10
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
Suggest a feature1
9
Allow Betashares Direct users to upload their EOFY Detailed Tax Statement CSV and use it to pre-fill AMIT statement data for each matching ETF or managed-fund holding. The file contains tax components by symbol and distribution. Navexa should group the data by holding, map the su
Suggest a feature3
9
Please allow for classifications for ETFs, even if broad. For example US S&P500, China, Europe, etc.
Suggest a feature1
9
Can we create a Filter for ETFs only
Suggest a feature1
8
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.
Suggest a feature2