Navexa Feedback

I'd like tyo be able to see a matrix showing the correlation of returns of stocks to the market and to my portfolio to help see which stocks provide diversification benefits to a portfolio. I have seen only one tool online that provides a correlcation matrix but its not clear how

On the custom CSV Importer page, it lists the column headings required. It would be useful to specify each of the acceptable types for each column, for example, what are all the valid "Trade Type" values and their meaning. If this is already convered in help, then a link to the h

I created trade Parcels in MAIN and wanted to copy the portfolio. The MAIN-COPY did not seem to have the parcels I had created in MAIN. I wanted MAIN-COPY as backup to a lot of Sell Parcels I had created

Expected Behavior "Capital lossess available to offset" instead of "Capital losses available to offset" in the Capital Gains Summary report pdf Current Behavior Possible Solution "Capital lossess available to offset" instead of "Capital losses available to offset" in the Capital

It would be awesome if I could pin my fave exchanges in the "Add Crypto" / "Add Stock/Security" pages exchange selection drop down, so I don't have to search for my 3 most commonly used exchanges every time I add a holding. Thx!

As a possible feature, on the portfolio page perhaps adding an indicator (green up arrow, or red down arrow) next to the Quantity value might be a good way to provide quick information if there was a position change in the selected time period. This sort of information is availab

Hi Navarre, Just wondering if you could add a 'Select All/Deselect All'' option at the top of the checkbox columns within the custom groups section. I have two category columns and about 800 codes that I need to categorize but only about 20 of them need to go in the second column

It's disappointing to see that feedback provided isn't being acknowledged or acted upon. We understand that Navexa can not impliment all the feedback provided for various reasons. To ensure transparency and maintain a record of user feedback, Navexa should consider archiving old

Hi. I have verified my email address numerous times, however the 'please verify your email adress' prompt is still being displayed at the top of the page when logged in.

I would like to direct specific items of my dividend income to be synced to specific cash accounts . At present the ability to direct Trades and/or income to accounts on an all or nothing basis. Perhaps this could be addressed at either the security level or by adding a transacti