Navexa Feedback

Hello Webull AUS would be a usefull integration. I tried my details into the US one with no luck so i presume its different. Cheers Dave

Would be helpful for buy decisions to have a little tool on the page for a holding to see dollar cost averaging effect based on either number of shares to add at current price or amount of money spent at current price.

Please add the ability to set a % tax deduction in the settings tab of each security (or at least per exchange/country). Currently, Navexa applies a default 15% withholding tax on dividends. For many investors this isn’t correct, and it creates a lot of repetitive editing. This w

On the Taxable Income Report, on pop-up for 'Enter Statement Components', there is not much information and this is quite difficult to match with the components from an AMIT statement. As someone who just invests in ETF's, I want this to be as simple and easy to enter as possible

Recording Return of Capital (ROC) portions from ETF distributions is currently a manual process. Users have to edit the dividend to remove the ROC portion and then add a separate “Return of Capital” trade for each distribution. This becomes time-consuming for ETFs that distribute

Once a custom investment is created, it should be available to be used across any portfolio. As it stands the custom investment has to be duplicated for every portfolio it features in. Cheers

It can be very difficult to easily tell what ETF income stamements have been entered and what remains for tax preperation. Taxable Income -> Trust Income -> Allow 'Enter Statement Components' to indicate values entered for the FY.

This is super super annoying, especially if you continously buy shares in a company. When you select the parcel for the sell, the list will contain parcels where there are 0 shares available - this means you have effectively your whole buy history in a company in this drop down f

It would be convenient to be able to use the Swyftx API for automated crypto data entries. Can Swyftx be added to the broker list please.

Nevexa allows stock investments to be re-classified. By this, I mean that you can update the Classified field under the settings tab in the overview section for a holding. It would be good to include this feature for custom investments which can then be grouped in an industry sta