Navexa Feedback

Expected Behavior Current Behavior Possible Solution Steps to Reproduce 1. 2. 3. 4. Context (Environment)

I'm not a fan of the 'click on trade to enter data' design. It's not intuative - to someone looking for the feature there is nothing visible. For me I wasn't looking for anything to do with tax, I just clicked on a buy trade and wondered what I had done. It makes it impractical f

When updating the date range on the Overview tab after navigating to this page from another part of the system (or after entering a trade) the page will flick to a tab. (ie when the url ends with ?tab=1 , changing the dates to see different performance period, will show the trade

Can we add some classifications that can be utilised for ETF's and a Miscellaneous, there is nothing that matches a diversified portfolio and can't leave it blank once clicking on it. Maybe Diversified Global, Diversified Australian, Emerging Markets, Diversified USA, Diversified

Expected Behavior Current Behavior Possible Solution Steps to Reproduce 1. 2. 3. 4. Context (Environment)

Expected Behavior When entering amount from AMIT statements, the amount entered is saved as entered. Current Behavior The amount entered changes by 1 or a few cents in either direciton after saving. Possible Solution Steps to Reproduce Enter AMIT amounts as in Screen shot example

Expected Behavior Current Behavior "Someting went wrong" Possible Solution Steps to Reproduce 1. 2. 3. 4. Context (Environment)

Expected Behavior Changing name of MYQ to AHI Current Behavior <No option for Advanced Human Imaging-just 2 Advanaced Health Intelligence options Possible Solution Included Advanced Human Immaging AHI ASX Steps to Reproduce 1. 2. 3. 4. Context (Environment) Trying to get my portf

When using custom groups on the reports it would be nice to be able remove ‘ungrouped’ shares so they are excluded from calculations and totals. Or allow the user to specify groups to hide. Has similarity to https://feedback.navexa.io/feedback/95229

It might be of interest to people for the portfolio page to have a little box with some details of their last three trades (maybe the same for dividends) just to jog memory of what has happened (or records not yet entered)