Navexa Feedback

Ledger is the industry standard for crypto cold wallets. I've seen other platforms use either CSV import or wallet adress to for integration

Good morning! I use to be able to see the portfolio Holdings page with all columns showing - now I have to slide along to see all columns that i have selected - is there a quicker way to re see this information. Also the NEW 3.0 is GREAT!! regards Eric

When viewing the overview page for a Portfolio Group, in the Holdings section, a stock appears multiple times with tags for the portfolios it belongs in. There is no way to combine them so we can get a holistic picture of the holding across all portfolios. It will be very helpul

Predicted dividends and expected portfolio yield based on previous years dividends would be nice

Please add a column to show the total quantity of shares held on the date of each trade. Total value would be nice too but a lower priority for me.

Allow the user to rename cash accounts, in a similar manner to custom investments.

Looks like you dont support some of the ETFs in my portfolio such as DFSV, DFEV, DISV, which are listed on the US NYSE and BATS exchanges. Just checking if this is a feature that is coming? Not see any price, income or other data for these securities.

Have an option for 'no rounding' of fund distributions being reinvested.

would be great if we could get api access to navexe to build our own integrations, notifications and or customisations.

Would be great to be able to bring over our reconciled transactions from CTC. Doing a fresh import from wallets again would be a nightmare in some scenarios.