The Growth & Goals page lets you set a dollar target for a portfolio (for example, “Home deposit: $50,000”) and see how you’re tracking over time.
It breaks your progress into:
Portfolio Growth – total change in your wealth since the goal started
Growth from Capital Gains – how much has come from market performance
Growth from New Capital – how much has come from deposits, income and other cash flows
Currently, you can set one goal per portfolio. You can edit or rename it at any time.
How to open Growth & Goals
Open the portfolio you want to use.
In the top menu, click Performance ▸ Growth & Goals.
The page will load with the selected goal and date range.
Step 1. Set or edit your goal
At the top of the page, you’ll see your current goal bar.
If you haven’t created a goal yet, click Set Goal and enter:
Goal name (e.g. “Home Deposit”)
Target amount (e.g. $50,000)
Goal end date
Goal start date (when you want progress tracking to begin)
To change an existing goal, click Edit Goal on the right.
Tips for choosing the start date
Your Goal start date controls what the charts treat as “starting capital”.
If you want the goal to include your very first deposit into the portfolio, choose a start date on or before that deposit.
If you only want to track progress from a certain point (for example, when you switched strategy), choose a later date.
This helps keep Growth from New Capital intuitive and avoids large negative numbers if trades happen inside the goal but deposits sit before it.
For a detailed explanation of how Navexa calculates performance in general, see:
How Does Navexa Calculate & Display Your Portfolio Performance?
Step 2. Choose your date range
On the top right, use the date pickers or the Full Goal Period dropdown to change what the charts show:
Full Goal Period – from your goal start date through to the end date
Custom range – focus on a shorter window inside the goal
All three charts on the page follow the same date range.
Understanding the goal bar
The bar at the top summarises your progress:
Current goal value (e.g.
$41,301.32) – your current portfolio value, including investments and cash, for this portfolio and date range.% of goal reached (e.g.
82.6% OF GOAL) – current value divided by your target.Goal amount (e.g.
$50,000.00) – the target you set.
If you go past your target, the bar can exceed 100% to show that you’ve passed the goal.
Portfolio Growth chart
The large chart in the middle shows Portfolio Growth over time for this goal:
The solid green line is your actual portfolio value over time.
The dotted line is the straight-line path needed to hit the goal by the end date.
The figure in the top-right corner (e.g.
$11,261.32) is the total dollar growth in your portfolio since the goal start date.
That number includes:
Capital gains (price movement)
Income (dividends, distributions)
Currency gains/losses
Trading fees
Net cash flows in or out of the portfolio
All of this uses the same performance engine as the rest of Navexa, including the Modified Dietz method and your calculation settings. (help.navexa.com)
Growth from Capital Gains
The bottom-left chart isolates the capital gains component of your goal progress.
Capital gains = change in value of your holdings from market prices (excluding income). (help.navexa.com)
The chart shows how this dollar figure has grown (or fallen) over the goal period.
The number in the top-right corner of this panel (e.g.
$4,780.05) is your total capital gain for the goal period.
This gives you a clear view of how much of your progress comes from investment performance alone.
Growth from New Capital
The bottom-right chart shows Growth from New Capital – the part of your progress that comes from money moving in and out of the portfolio, rather than market movements.
This includes things like:
Deposits into your cash or brokerage account
Withdrawals from the portfolio
Income paid into the portfolio (dividends, distributions, interest)
Other cash movements you’ve recorded (fees, transfers, etc.)
In simple terms:
Growth from New Capital = the contribution of net cash flows to your goal progress.
Positive values mean you’ve added more to the portfolio (or received income).
Negative values mean you’ve taken money out overall.
How the three numbers relate to each other
The three dollar figures on the page are designed to tie together:
Portfolio Growth
Growth from Capital Gains
Growth from New Capital
They follow this relationship:
Portfolio Growth = Growth from Capital Gains + Growth from New Capital
So if:
Growth from Capital Gains = $4,780.05
Growth from New Capital = $6,481.27
Then:
Portfolio Growth = $11,261.32
This helps you quickly see how much of your goal progress came from markets vs how much came from your own contributions and income.
Common questions & troubleshooting
“Growth from New Capital doesn’t match my deposits”
That’s expected. “New capital” is measuring the effect of all cash flows, not just deposit totals.
Check:
Whether you’ve also had dividends, distributions or withdrawals in the period.
If a large buy or sell occurred inside the goal period while the deposit funding it sits before the start date – this can create a negative “new capital” figure because the trade is a significant cash outflow but the earlier deposit isn’t counted in this period.
If a number looks off, double-check:
Your goal start date
Your cash transactions in the linked Cash or brokerage account
Your performance settings (for example, whether cash positions are included)
https://help.navexa.com/en/articles/8878869-performance-calculation-settings (help.navexa.com)