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please add functionality to asd multiple stock or indices benchmarks to overlay your portfolio
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4
Please add the capability to view time-weighted returns in addition to money-weighted returns.
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4
On the portfolio detail page, it is no initially clear what currency is being shown for values. The portfolio may have multiple holdings in different currencies. It would be useful to show the currency abbreviation (portfolio base currency or option to toggle to alternate currenc
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Ledger is the industry standard for crypto cold wallets. I've seen other platforms use either CSV import or wallet adress to for integration
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Hello team Would be important to have the realized gains and losses separated from the unrealized, as we can also record the history of sales.
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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.
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4
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.
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What would you like Navexa to do? Enhance the IBKR CSV importer to automatically recognize and map European exchange codes from IBKR exports, including common aliases and MICs (e.g., LSE/XLON, XETRA/XETR, Euronext venues). When an exchange cannot be auto-mapped, show an inline, a
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Add the following details to Dividend Income section Annual Dividend Income Monthly Dividend Income Daily Dividend Income Yield Yield on Cost Recent Dividend changes (%) Estimated dividend income per stock See features of https://divtracker.app/
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The family office I work for receives lots of options, both listed and unlisted. It would be good if we could link the options and their exercise price to an ASX ticker to show if they are in or out of the money. It would also be incredibly helpful if they would display as a sepa
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