What this message means
Navexa is telling you that the portfolio you’re viewing is read-only. You can see data, but you can’t make changes like adding trades or editing settings. Two common reasons:
You’re looking at the Demo Portfolio (it’s view-only).
Someone shared a portfolio with you, but gave you read-only access.
Quick checks
Look at the portfolio picker (top-left). If it says Demo Portfolio, switch to a portfolio you own.
If it’s a shared portfolio, you’ll need Read & Write access from the owner.
How to get write access (ask the owner)
Ask the portfolio owner to update your permission:
Standard/Plus accounts
Go to Manage Portfolios.
Click Actions beside the portfolio → Share.
Change your permission from Read only to Read & Write.
Pro accounts (clients & collaborators)
The account owner can adjust your access in the Clients section to give you Read & Write on the relevant portfolio.
Still seeing the error?
Refresh the page after the owner updates your access.
Make sure you’re logged in with the same email the portfolio was shared to.
If you just created a new portfolio but still see the message, confirm you’ve switched to that portfolio in the picker.