Navexa Feedback

Allow setting FX rate for reports, e.g. set June 30th FX rate for reporting. I have to use both Navexa and Xero to cover all my needs. While Nevaea allows me to set FX rates for trades and income, it does not allow it to be set for reports. I have FX holdings, and when I generate

Dividends are marked as paid months into the future which is obviously impossible. This would be less of an issue if it was only after it went ex-dividend, but instead this page shows 'paid' income that someone may not get paid if they sell some of the holding (but on the other h

When a date range in excess of 12 months selected, please give the option to show performance broken down year by year - user selecting either calendar year or financial year. There are various pages where this would be valuable in addition to the main Portfolio - such as Benchma

Whilst using the Claude integration (which is excellent) to complete a reconciliation of Six Park to Navexa records we uncovered a defect with 2019 AMIT statement upload for DJRE. AMIT was showing as zero, narrowed down to the statement using the following wording ""net amount –

On the Taxable Income page the field D8 should change from 50% to 33.333% for portfolios set as SMSF. The problem isn't just the label - it calculates incorrectly. I believe Company portfolios would be 0% but I haven't checked. Also, the tool tip states "This value is the total o

The ability to display who changed the details of a trade and when, is much appreciated. Could that please be extended to dividend records? - I just discovered I can find it in the Transaction page but it would be more intuative and consistent to see on the Income tab of the Hold

What went wrong? Income calendar does not show monthly divs like YMAX XMAS Where is it happening? Income Calendar Platform: Web / iOS / Android Web. have not check the others Browser or device: Steps to reproduce: 1. 2. 3. Expected result: Actual result: Screenshot, screen record

What would you like Navexa to do? Support valid ATO tax labels that can appear on AMIT/AMMA statements but currently have no corresponding field in Navexa, including: 13L 13X 13Y 13A 18X Why does this matter? These are distinct ATO tax components and shouldn't be omitted or enter

Allow Pro users to search for a holding by ticker or name and see every client portfolio that currently holds that investment. For example, searching for BHP or GOOG could return a single list of all clients and portfolios holding that security, rather than requiring each portfol

What would you like Navexa to do? see the portfolio name next to each dividend in the calendar Why would this be useful? will make it easier to see income and where it is going in one place What would the ideal outcome look like? for multi portfolio views see portfolio name again