Navexa Feedback

Need "hide closed positions" options in Custom-Groups or "show open positions only" in the Custom-Group Settings.

Currently, it seems that entire holdings can only be moved between portfolios, such as moving CBA from Portfolio 1 to Portfolio 2. However, it would be highly beneficial to have the ability to move individual trades or parcels between portfolios instead of transferring the whole

In order to judge volatality potential of portfolio and portfolio groiup, it would be great to know their beta values.

It would be great to set growth target for portfolio group too, not just individual portfolios, please.

Hi there, I like your platform being clean, minimalistic and user friendly, however it would be great if you guys can offer a limited free version for investors with small portfolios (up to 10 holdings) who can't afford to pay the subscriptions, similar to how sharesight does.

Expected Behavior Filter the Income Contributions by broker and get a report detailing the income received from holding(s) for a particular broker. Current Behavior Income Contributions filtered by broker shows the income received from all brokers for the holding(s) Possible Solu

Expected Behavior Trades synced from Stake should import accurately, including fractional units. Current Behavior Some trades imported correctly, while others imported whole units only, resulting in my portfolio being off by several shares and requiring manual uploads. Possible S

Expected CMC Markets bought META (Facebook) and this automated trade across to Navexa should have recorded this as such Current Behavior But Navexa recorded it as Roundhill Ball Metaverse ETF ... also Also CANO doesn't come up in Navexa (CANO Health) Possible Solution Steps to Re

Expected Behavior I get an email to confirm my account. Current Behavior I click the confirm email button on my overview screen, but I get no emails. I have checked my spam folder, but I have nothing.

Expected Behavior After setting up the integration with Coinbase, it should import the data into the dessignated portfolio Current Behavior Establishing the integration seems to be working, but the data doesn't show up in Navexa Possible Solution Steps to Reproduce Set up connect