Navexa Feedback

Just a classification for Broad ETF that dont target specific industries.

It would be nice to have a column field in the Portfolio Valuation report (and perhaps in other relevant areas) specifying each holding's portfolio weight as a proportion of the total market value.

When displaying diversification managed funds should show asset class diversification (Aust equities, global equities, Aust infrastructure etc). Diversification by legal structure (Funds at 100%) is meaningless.

It would be good to be able to see the total amount you have depoited into the cash account.

Expected Behavior Remove the 'estimated' dividend when the actual dividend for the same company and period is declared. Current Behavior 'estimated 'dividends in the income calendar remain there after the actual dividend is declared. On my screen I have the actual dividend for WL

Hey Team, I like the program but my stocks are showing negative returns where there should be positive and visa versa and nothing i can do can rectify them. Unfortuately I will not be purchasing the program past the trial period. thank you

A useful visual to have in this section is something like a stacked bar chart that shows the initial investment cost base (money invested) and growth from capital gains, currency gain/lost, and income. An easy way to quickily see how much of portfolio value is from adding capital

It would be great if Navexa could sync with services like: Snowball Analytics investing.com stockunlock

Hey, could you add Capital.com to the broker list and currency ie (AUD/USD) to the trackable list ?

For example, my portfolio has 100 shares at average cost of $1.1 each. My wife's portfolio has 30 shares of average $1.7 each. I want to be able to see quickly that the average cost of shares across both portfolios is $1.24.