Navexa Feedback

For Pro accounts managing the same investments across multiple client portfolios, it would be useful to be able to rename a symbol across all relevant portfolios in one action. For example, allotment trades imported from contract notes may initially be recorded against a temporar

It would be good to have the ability to know the underlying Asset classes in LIC's and ETF's with a view to being able to determine Portfolio wide allocation to Asset Classes . So for example Investsmarts web based Portfolio system gives Asset class allocations of one's portfolio

Please allow for classifications for ETFs, even if broad. For example US S&P500, China, Europe, etc.

Can we create a Filter for ETFs only

It would be great to add a Yield On Cost % in the holdings screen so we can see the Yield of our stock, but also the yield on cost.

Would be helpful for buy decisions to have a little tool on the page for a holding to see dollar cost averaging effect based on either number of shares to add at current price or amount of money spent at current price.

Please add the ability to set a % tax deduction in the settings tab of each security (or at least per exchange/country). Currently, Navexa applies a default 15% withholding tax on dividends. For many investors this isn’t correct, and it creates a lot of repetitive editing. This w

On the Taxable Income Report, on pop-up for 'Enter Statement Components', there is not much information and this is quite difficult to match with the components from an AMIT statement. As someone who just invests in ETF's, I want this to be as simple and easy to enter as possible

Once a custom investment is created, it should be available to be used across any portfolio. As it stands the custom investment has to be duplicated for every portfolio it features in. Cheers

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.