Connecting Swyftx via API helps keep your Navexa portfolio up to date without ongoing CSV imports.
Before you start
You’ll create an API key inside Swyftx (Navexa can’t generate this for you).
Use Read Only permissions for the key (best practice for security).
Swyftx only shows the key when it’s created, so copy it to a secure location.
Step 1 — Create a Swyftx API key (Web)
Log in to Swyftx and open
https://trade.swyftx.com.au/profile/api/Select your circled initial (top-right) → Account settings.
Select API keys → Create a key.
Select I understand.
Enter a title (example: “Navexa”).
Choose a pre-defined scope (set it to Read Only).
Select Continue, enter your password, then select Continue again.
Your API key (and access token) will display. Copy the API key. (support.swyftx.com)
Step 2 — Add the Swyftx API key to Navexa
In Navexa, go to your portfolio and click Add Holdings.
Select Import From Broker/Account, search for Swyftx, and choose Swyftx from the list.
Choose Direct Account Link.
Paste your Swyftx key into API Key.
When the key is accepted, you’ll see “API Key is valid!”
(Optional) Enter an Account Nickname.
This is just a label to help you identify the connection later.
Select the Portfolio you want Swyftx to sync into.
Set Sync From:
Beginning: pull in as much history as Swyftx makes available
Now: only sync going forward
Custom Date: start syncing from a specific date
Click Link Account.
Troubleshooting
“API Key is required”
Paste the Swyftx API key into API Key (make sure there are no extra spaces before/after).
You don’t see “API Key is valid!”
Confirm the Swyftx key is still active (not revoked/expired).
Create a fresh key in Swyftx and try again. (support.swyftx.com)
You can’t view the API key again in Swyftx
This is expected. If you didn’t save it, create a new key. (support.swyftx.com)