Our portfolio tracker can auto-record CommSec trades by reading your broker’s contract note emails. This guide applies to standard CommSec (ASX domestic) accounts. CommSec International is not supported via email forwarding. Use the CommSec International CSV import instead.
Before you start (recommended)
If you haven’t already done so, upload your CommSec CSV trade history to capture your past trades. This guide focuses on automating future trades via email forwarding.
How it works
Each Navexa portfolio has its own unique email address. Contract notes sent to that address are parsed and recorded as trades/fees.
Forwarding doesn’t backfill. Use the CommSec CSV for older trades.
You can monitor delivery & processing in one place: the Trade Confirmation Inbox (success/failed status shown).
CommSec International is not supported: Contract note forwarding only works for standard CommSec (ASX domestic). For CommSec International trades, import the Activity CSV.
Note: Adding the Navexa email to Commsec involves two steps that must be completed to ensure it works.
Important: Every Navexa portfolio has its own unique email address. Always select the correct portfolio before copying the address.
Step 1 — Find your portfolio’s unique Navexa email
In Navexa (web), open the Portfolio Selector and choose the portfolio you want to link. Then click Settings.
Under Navexa Link, copy the unique email address for forwarding contract notes.
Tip: Repeat these steps for every Navexa portfolio you want to connect. Each portfolio has a different Navexa Link email address.
Step 2 — Add the email inside CommSec (two-part setup)
A)- Add the address to your contact emails
CommSec requires you to add the address to your contact emails, then enable it for confirmations.
Log in to CommSec and go to Settings.
Click View or edit details and complete any security prompts.
In Contact details, click Edit.
Paste your portfolio’s Navexa email and Save.
AND
B) - Enable per trading account
Go to Portfolio in CommSec.
Select Accounts, then choose the relevant trading account.
Click View or edit account details.
Scroll to Trade confirmations and click Edit.
Tick your Navexa email to receive copies, then Save.
💡 Using multiple CommSec accounts? Repeat Part B for each account you want linked.
Step 3 — Confirm it’s working (monitor in Navexa)
Place your next trade (or wait for the next CommSec contract note).
Open your Trade Confirmation Inbox in Navexa to check delivery and processing status:
Delivered & Processed: trade appears in your portfolio automatically.
Delivered but Failed: click to view the error and fix (common causes below).
Troubleshooting & tips
No email received in Inbox:
Check for typos in CommSec.
Ensure the Navexa address is ticked under Trade confirmations for that specific account.
Add the Navexa address to your email client’s safe-sender list if you also receive copies.
Wrong portfolio updated: You likely used an email from a different portfolio. Go back to Portfolio Selector → Settings → Navexa Link, copy the correct address, and update CommSec.
Historical trades missing: Forwarding only captures new contract notes. For past trades, upload your CommSec CSV.
Multiple portfolios: Each portfolio needs its own address added/enabled in CommSec.
Summary
CSV first to import historical trades.
Enable contract note forwarding in CommSec using the portfolio-specific Navexa email.
Monitor success/failures in the Trade Confirmation Inbox.