Navexa Feedback

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

Include portfolio group performance as part of the weekly and monthly email summaries.

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

Hi, I have 10 ETfs on my betashare trader. All ETfs are set to automaticly reinvest dividends. Betashares reinvests didvidents as soon as they get paid out. Eg: If i get $4.15 dividend and the share costs $67,50. betashares buys fractional shares for the $4.15 and adds them to my

Please add my fave crypto exchange, SwyftX, to the drop down list on the "Add Holding" workflow - THX!

Being able to group portfolios is a great feature although not having the ability for tax reporting for the group is a big downside for the platform. I imagine a lot of people have several brokers/portfolios, who want to keep the holdings separated, but need a holistic view at ta

Expected Behavior Should be advised of dividend payments Current Behavior I am getting notifications of dividend payments that are completely wrong. I just got notified of a $807 dividend payment from FMG 11 days ago, somehow I doubt that FMG is paying $31 dividend a share...