Navexa Feedback

I would like the ability to fetch all trades for [portfolio] since [date] in a single query. e.g. /v1/portfolios/{portfolioId}/trades optional parameter: start_date returning: tradeId, date, transaction_type, symbol, market, units, price, etc. Based on the docs, it looks like qui

Expected Behavior Foreign Dividends as 20E - Assessable foreign source income Current Behavior Foreign Dividends should be treated as 20E - Assessable foreign source income in the tax report - yet it is showing up under AUD income instead (i.e 11T or 11S) No option to edit on the

Expected Behavior Brokerage / fees not included in cost base of custom holding Current Behavior My overall capital gain was for example ~$100 AUD, with $30 brokerage. The reported capital gain was $100 and not $70, and there is no reference to brokerage fees in the cost base of t

The custom holding modify trade page is missing Exchange Rate Field.

Please add a column to the Holdings table which either shows "Days held" or "Trade Open date" value to get a sense of how many days have I been holding this trade. Will be useful to assess tax implications if I wish to close a trade.

Can you please do a video on how to combine multiple portpolios to get a total valuations? Thanks

Please consider implement commas into the numbers popped up in the website graphs (e.g., instead of just shoing $100000.00, it'd show $100,000.00).

Could you set the income calander up so it can be printed as a PDF.

When the notofication of new trade from the integrations appears, it would be useful to link to the actual trade(s) rather than just showing the number and only option is to dismiss.

On portfolio page, be good to have a "Last Trade date" column that you could select that shows the date when last purchased that holding OR days since last purchase. That way you can have a quick view of how long you have owned that holding to save going into each holding to find