This guide helps you import your historical CMC Invest trades first, then set up automatic importing for new trades going forward.
Before you start
Use a desktop browser.
If you have multiple CMC accounts, complete the steps one account at a time.
You will use two methods:
CSV import for your history
Trade confirmations for new trades going forward
Step 1: Import your historical trades (CSV)
In CMC Invest: download your Confirmations CSV
Log in to your CMC Invest account.
Click Account → Confirmations.
Click Open advanced search (if shown).
Scroll down to Date Range:
Set Start date to since inception.
Set the end date to today’s date.
Click Search.
Then, in the bottom-right corner, set the export type/format to CSV.
Click Download to save the file.
Tip: If you need multiple exports, use non-overlapping date ranges to avoid duplicates.
In Navexa: upload the CSV
In Navexa, click Add holdings → Import From Broker/Account.
Search for CMC Invest.
Choose CSV File Upload.
Upload the CSV, review the preview, then confirm.
Step 2: Automatically import new trades (trade confirmations)
After your history is in, set up confirmations so new trades flow in automatically.
Step 2A: Find your portfolio’s Navexa Link email
In Navexa, go to the top left portfolio selector, select the portfolio you want to update.
Go to Settings.
Under Navexa Link, copy the portfolio’s unique email address. It will end in @link.navexa.io
Step 2B: Add your Navexa Link email in CMC Invest
Log in to your trading account (CMC Invest).
Go to Account → Account Information.
Click your account number (the hyperlink).
Under Confirmations Set To, click Add.
Enter your Navexa Link email, then click Add.
Note: CMC allows up to five email addresses to receive confirmations. Read CMC Invest's Help Article.
Important limit
Trade confirmation importing captures new trades from the time you set it up. It does not backfill your history. That’s why the CSV import comes first.
Troubleshooting
My CSV is missing trades
Expand the date range and export again.
Make sure you used Advanced search and since inception where available.
I imported duplicates
This usually means your CSV exports overlapped.
Delete duplicates in Navexa, then re-export using non-overlapping ranges.
I’m using CMC Markets CFDs
CFD contract notes can’t be imported. This workflow is for CMC Invest (stocks and ETFs).
Next steps: Cash accounts and dividends (optional)
Cash accounts (portfolio cash tracking)
CMC confirmations and CSV exports are designed for buy/sell trades. They won’t import bank deposits/withdrawals or give you a live bank balance.
If you want cash tracked inside Navexa:
Add a Cash Account (internal ledger, not a bank connection).
Enable Automating Cash Transactions so trades and dividends create matching cash movements automatically.
Dividends (income tracking)
Once your trade history is complete, Navexa will automatically calculate most dividends on supported holdings. You can Confirm dividends to lock in the numbers.
If you need to correct one, you can manually add or edit it. See Add/edit/delete a dividend.