How It Works
Our portfolio tracker can automatically import trades from your broker into your Navexa account.
In short: no more manual data entry.
Important: Every Navexa portfolio has its own unique email address. Always select the correct portfolio before copying the address.
Why Do This
Sending your CommSec trade confirmations to Navexa lets us auto-record buys, sells and fees — we crunch the numbers so you don’t have to.
Step 1 - Find Your Email (Per Portfolio)
In Navexa (web), open the Portfolio Selector and choose the portfolio you want to link.
Go to Settings.
Under Navexa Link, copy the unique email address for forwarding contract notes.
Step 2 — Update Commsec (Two Part Step)
Add That Email In CommSec
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.
Add your copied Navexa email address and Save.
AND
Enable Per 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.
💡 Have more than one CommSec account? Repeat these steps for each account you want to link.
Step 4 — Confirm It’s Working
Place your next trade (or wait for your next one).
You should see the trade confirmation email arrive at Navexa shortly after settlement is confirmed.
Navexa will process the contract note and update your portfolio automatically.
Troubleshooting
No email received? Check for typos, then re-open Trade confirmations in CommSec and ensure the Navexa email is ticked for that account.
Spam filtering: Add the Navexa address to your safe-sender list in your email client if you also receive copies.
Historical trades: CommSec generally emails confirmations at the time of trade only. To backfill history, upload past PDF contract notes directly to Navexa.