Navexa Feedback

Share an idea, feature request, asset request, or bug report. We’ll check for similar posts first so feedback stays organised.

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I like to add relevant documents to my trades for context (Buy Backs, SPP, Return of Capital, etc) and it would be convenient to be able to drag and drop rather than having to manually add files via the Choose file button. Also, it'd be nice to be able to add a few files (perhaps
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It would be perfect to having a trading journal integrated with Navexa to track what works and mistakes.
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I'd really like a filter that shows portfolio tracking for the Current Week and Last Week. I have both US and ASX portfolios. I tend to switch between Today and Today (from yesterdays open) quite a lot. I'd prefer to track performance for the Current and Last Week. Similar to the
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3
It would be fantastic to have a 'Portfolio Rebalancing' tool or report to determine what holdings need to be sold/bought to balance to a predetermined portfolio (including cash account). This can be obviously done via a spreadsheet, however, would be ideal to have a one-click rep
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I like would like to break up the description for my ETF's like what they have on Market Index. Add to your Category Classes QMAX = Yield VAS= Index Tracking IVV=S&P 500 Index FANG = High Growth IOO = Broad Global HVST= Yield Just go to bottom of page ETF's and they have thier cl
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Would it be possible to cover ASX listed options in the portfolio section?
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In Portfolio overview the column 'Value' displays the total market value so that column should be renamed as "Market Value". A new column titled Cost should be added between Quantity and the new 'Market Value' and displaying the total we paid for the stock as $ value worked out a
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The main portfolio total return (%), capital gain (%), and income return (%) are listed at the top of the overview tab. However, to see the benchmark total return (%), capital gain (%), and income return (%), you need to click on each of these headings at the top of the page and
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Requesting Webull AU support via auto intergration.
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Currently, within category, each security negative values ($ and %) are shown in red font and it really highlights the situation of a security. Whereas, category or subgroup total negative values are not shown in red font. By providing red font at sub total level as well, will hi
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