When you manually add a cryptocurrency trade to your Navexa portfolio, you’ll use the Add Cryptocurrency ticket.
Use this workflow when you need to add a crypto buy trade manually instead of importing from an exchange or spreadsheet.
Add a holding manually
From the Portfolio.
Click +Add Holdings.
Select Add a Trade Manually.
On the Add a Trade Manually screen, choose Cryptocurrency.
How pricing works in the form
Navexa records manual crypto buy pricing in your portfolio’s base currency.
Crypto Symbol: Select the coin you bought (for example, BTC).
Trade Type: Buy
Trade Date: Enter date you purchased the crypto
Quantity: Enter the quantity purchased
Coin Price: Enter the coin price in your portfolio base currency. A closing price is shown as a guide and you can click that to use that instead.
Click ˅ More Options to add the below:
Fee Currency: Choose the currency used for the fee (base currency, another fiat currency, or crypto).
Trade Fee: Enter the fee amount exactly as charged.
If the fee is paid using cryptocurrency, that crypto leaves your holding and may appear as a disposal in your Capital Gains Tax report. The gain or loss depends on the cost base of the crypto used, not just the fee amount. See Why Crypto Fees Can Create Capital Gains or Losses in Navexa.
Exchange Name: Enter the exchange used for this purchase.
Total: Navexa calculates the total trade cost automatically.
Click Add Crypto
If you bought in a different currency
If your exchange trade was in a different currency (for example, USD) and your portfolio base currency is AUD, convert the coin price into AUD before entering it.
This keeps performance and tax reporting consistent with your portfolio settings.
Example
For a portfolio with AUD as base currency:
Coin: BTC
Coin Price: entered in AUD
Fee Currency: AUD (or the actual fee currency used)
Trade Fee: entered as charged
Total: shown in AUD
Troubleshooting
Use these checks if the trade total or fee looks wrong.
The total looks wrong
Check that Coin Price is entered in your portfolio base currency, not the exchange quote currency.
The fee looks wrong
Check Fee Currency and Trade Fee match the original trade confirmation.
I want to avoid manual entry next time
Use an automated exchange sync or CSV import instead.
Remember, this is general information, not personal financial advice.