Navexa Feedback

Instead of going out Navexa tgo another application, it will be very helpful to set up reminder with "x" days in advance for deposit renewal, or maturity of deposit, etc. If implemented, this will become salient feature of Navexa.

Hi, theautomated dividend reinvestment calculator for unlisted managed funds currently assumes only whole units in the fund can be reinvested. While this is true for listed securities on the ASX, unlisted funds permit fractional unit purchases. As such, the automated calculator i

LLC is a stapled unit, ie Lend Lease Corp and Lend Lease Trust. The dividends from the company are declarable in the FY received, and the distributions from the trust are declarable in the FY for which the distribution statement covers, as with other trusts. The annual statement

It would be handy to be able to add field columns to the dividend screen. For example, it would be very handy if i could see all foriegn tax withheld for all dividends paid.

Hi. Amcor CDIs are listed on the ASX. Amcor Plc is domiciled in the Chanel Isles, Jersey I think. It pays a dividend quarterly, denominated in USD, but converted to AUD. However Navexa applies a US withholding tax to this security. I don’t think that is correct: distribution stat

Expected Behavior AMC.AX CDIs should show only as Australian income, without US foreign tax credits Current Behavior AMC is paid in AUD to Aust residents, (even though the distribution statement shows US cents per security, then AUD cents per security, and total AUD distribution)

Expected Behavior When using manual parcel selection for capital gains calculations, if part only of a parcel is chosen, then a pro-rata amount of the brokerage fee should be used when calculating the cost base. Current Behavior The full brokerage amount is used each time part of

When exporting on a Mac the dates dont render with Numbers file. Need .csv & pdf options. If Excel then dates should render correctly within the Numbers app, please. I cannot assess exporting other reports, as I cant see them, but at a minimum I would need .csv and pdf options fo

It would be useful to have more comparative benchmarks , even to start Indexes like the Morningstar Australia Growth, Balanced and Conversative Allocation would be useful on the front page for portfolio comparsion purposes.

Does Navexa track bonds (perhaps through a CUSIP number) or do fixed income investments have to be input manually?