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When looking at the benchmark line versus the portfolio line after a new parcel of shares is purchased, the % return of the portfolio decreases as it is 'diluted' by the new parcel that has a low return. However, the benchmark line is unaffected by this. For it to be a realistic
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Can we have another option alongside "Today and Today (from yesterdays open)" that works on Sunday or before the next open on or after a weekend ? Something like "Today (from last Friday's open)"
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I hold several unlisted funds in my portfolio, the dividend return is monthly and pretty static. Can we have an option to add those dividends automatically so they show up in the income calendar etc ? Also, Is there some way of categorising these unlisted funds into a segment ?
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I realise that Navexa does not yet calculate tax outside of Australia. However, it would be useful to extend the system to provide some support to calculate capital gains. If the report could be run in non-AUD base currencies, that would provide some help. I realise that rules va
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On the Overview page, the total return "BAR" looks too thin, It will look good, if its thicker. Thanks
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On https://www.navexa.io/n/trades, I would like to be able to filter by Type (Buy/Sell)
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I have portfolios in different base currencies. I would like to be able to create a portfolio group which combined them. This would allow me to have a holistic view of my investments. NPMC
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When viewing a portfolio there is no indication of which portfolio or portfolio group youe are viewing. Suggest replace the 'navexa' banner next to burge menu with portfolio/group name Holding tab has a lot of white veritical space limiting the number of stocks visible. Suggest c
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When clicking on the value of the stock holding in the stock view the value, cost base and copst per share field dim to diagonal lines.
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Cap Gain total should totla only open position if 'Show Closed Positions' is off. Cap Gain total alwasy totals closed position in the view Possible Solution Steps to Reproduce 1. 2. 3. 4. Context (Environment)
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