Navexa Feedback

It would be good to see my upcoming dividends by ex-div date.

Hi, I'm in the overview of one holding and I'd like to move to the overview of another holding. I can't see a navigation button to do that (I'm used to seeing "previous/next" or two triangles (one pointing back/one pointingt forward). It would be great to be able to move to the n

Sharesight allows for this method which assumes that you sell shares that will result in the lowest capital gains tax first. This method is more sophisticated than the ‘Minimise capital gain’ method because it takes into account the Australian CGT discounting rules. I would appre

Expected Behavior When selecting more than the number of sell parcels for a trade, it should warn or error. Current Behavior The UI allows us to select more than the number of sell parcels for a trade. Possible Solution It should warn or error when saving the parcel selection. St

Currently the Last 3 Years, All Time and Custom range are showing monthly dividends chart. Can I request to add an option that I can choose to show only annually dividends bar, instead of monthly bar? Thanks for your assistance.

My preference would be to be able to choose the Cash Settlement basis for trades by Investment rather than as Global setting as not all of my Investments are exchange traded settlement ( i.e T+2) but rather (T+0)

What I would like is best explained by an example. Presently I use Interactive brokers, I am currently using your automatic updating directly from IB - which is great. However, presently it only incorporates stocks, I would like it to incorporate any cash and forex activity - esp

Expected Behavior Cash dividends automatically update in cash account Current Behavior 17/1/24 - VAS payment was not automatically included into the cash account as an income payment Possible Solution Check for bug? This particular dividend also didn't have a breakdown for franke

Would be good to have these as separate series. I.e. to see the total of dividend payments & total of franking credits in a stacked chart format in all income related pages. e.g. income calendar Reason being that franking credits are not pure income and have different tax implica

Expected Behavior Payments scanned within full financial year Current Behavior July payments not showing Possible Solution check date range on FY filter. Otherwise is it a specific holding issue? E.g. IVV Steps to Reproduce 1. 2. 3. 4. Context (Environment)