Navexa Feedback

Hello Navexa, I'm just looking to get rid of my notebook where I record my plan/ideas moving forward. Any chance of a field in each portfolio where these parts of our strategies can be articulated?

Expected Behavior SPY is a foreign ETF so I'm assuming it should sit in the Foreign Income category on the Taxable Income page. I assume it is similar to VEU which does appear in the Foregin Income section Current Behavior SPY falls under the Trust Income section of the Taxable I

When DRP's apply to a stock holding, it would be very helpful if we could see the running total for the number of shares. It would also be useful to see the running total for the shares on the Income page. This would help eliminate any issues faster than searching elsewhere for t

Issue Amcor shares listed on the ASX are traded as CHESS Depositary Interests (CDI's). Dividends are declared in US Dollars but paid in Australian Dollars (AUD) to holders on the ASX. Also there is no Foreign Tax withheld. Consequently, there should be an option to record an AUD

Would it be possible to have a tax report that includes total sales (not designated by short and long term) and total purchases so that trading income can be calculated by Gross Sales - Cost of Sales (Open stock + Purchases - Closing Stock)?

Expected Behavior It should be entered in USD Current Behavior I has to be entered in AUD Possible Solution You probably need to see how this is managed.. The tricky part will be the data that is entered if you make a change.. Steps to Reproduce 1.Create a USD Stock 2.Try and ent

When selling a US stock I recive the proceeds in US dollars not AUS. Is it possible to have multi currency cash accounts?

Hey Guys, I like the look of your product but I have 3 x Digital Surge accounts in 3 entities. I need DS to auto load to join up. Is it an option in the short term ? Thanks Grant

I think a useful metric to see would be the amount a portfolio is changing from year to year. Basically what value of assets is being sold each year over the total portfolio. Useful way of assessing whether investors are switching between stocks/funds/etc too many times throughou

It would be good to see not just a tick for "Reinvested", but the count of shares. I know it can be seen in Trades, but that includes buy and sell. So having it here as well would help quickly calculate total of shares reinvested rather than trying to subtract multiple lines in t