Use the Export button on your Portfolio → Holdings table to download a copy of your holdings list as an Excel (.xlsx) spreadsheet or a PDF (.pdf).
When to use this
Share a point‑in‑time snapshot of your holdings
Do quick printouts (PDF)
Do deeper analysis in Excel/Google Sheets (XLSX)
How to export (web app)
In Navexa, open the Portfolio tab in the top navigation.
Scroll down to the Holdings section.
On the right‑hand side above the Holdings table, select Export.
Choose a file type: Excel (.xlsx) or PDF (.pdf).
Your file will download to your device via your browser’s normal downloads flow.
File type details
Excel (.xlsx)
Best for editing, filtering, and analysis. Open with Microsoft Excel, Google Sheets, or Apple Numbers.
PDF (.pdf)
Best for sharing and printing. Preserves the on‑screen layout of your holdings table.
What’s included in the export
The export contains one row per holding, matching the Holdings table on the Portfolio page.
By default, the export can include the following columns (depending on what you have ticked in the columns menu):
Symbol / name
Symbol
Price
Avg Buy Price
Quantity
Value
Capital Gain
Capital Gain % (p.a.)
Income Return
Income Return % (p.a.)
Currency Gain
Currency Gain % (p.a.)
Total Return
Total Return % (p.a.)
Dividend Reinvestment
Weighting
Column order and values match what you see in the app at the time of export.
Important: This export is a high-level holdings summary.
It does not include parcel-by-parcel cost base, trade history or detailed CGT tax fields.
For detailed cost base and CGT reporting, use Navexa’s tax and valuation reports instead.
Troubleshooting
Nothing happens when I click Export
Check your browser’s download permissions and pop‑up/download blockers. Try refreshing the page or using another browser.The file won’t open
• XLSX: Ensure you’re opening it with Excel/Sheets/Numbers.
• PDF: Use a PDF viewer such as Adobe Acrobat or your browser.I can’t find the downloaded file
Check your browser’s default download folder (often Downloads). Use your system search for the filename.
FAQs
Can I export to CSV?
Exports are available as XLSX or PDF. To get CSV, open the XLSX in Excel/Sheets and save/export as .csv.
Does the export include all rows?
Yes—it exports the holdings list from the Portfolio page at the time you export.
Is my data secure?
Exports contain sensitive portfolio information. Store and share the files carefully.