This article explains how to use Find Duplicates in Navexa to review suspected duplicate transactions, clean up imports, and avoid changing the wrong trade.
When To Use It
Find Duplicates is useful when your portfolio looks too high, quantities appear doubled, or you think the same trade has been added more than once.
This most commonly happens when:
you import the same file twice
date ranges overlap between imports
you use more than one import method for the same account
you re-sync an integration that sends older trades again
the same trade is represented slightly differently between sources
What Find Duplicates Does
Find Duplicates scans for suspected duplicate transactions and groups likely matches together so you can review them faster.
After you open the duplicate review, Navexa may show:
how many suspected duplicates were found
how many duplicate groups were created
how many transactions are pre-selected for deletion
Each group is designed to help you compare entries side by side before you remove anything.
How Duplicates Are Matched
Duplicate detection works by comparing the trade details Navexa has available.
Common matching clues include:
same date
same quantity
same price
In some cases, two trades that look very similar are not treated as duplicates because the source data differs. This can happen when one version includes brokerage or fees and another does not, or when dates, rounding, currency, or symbol formatting differ between imports.
Review Each Group
Open each duplicate group and compare the entries carefully.
For each group, decide:
which transaction should stay
which transaction should be deleted
whether both entries might actually be legitimate
If you are unsure, compare the rows against your broker statement, contract note, or import source before deleting anything.
Delete Carefully
Deleting a transaction changes your portfolio history and can affect holdings, performance, and tax reporting.
Only delete a transaction when you are confident it is a true duplicate.
If Navexa pre-selects a recommended entry for deletion, treat that as a starting point for review rather than an automatic decision.
When A Real Trade Is Missed
Sometimes two genuinely separate trades can look identical to Navexa if the source data does not include a unique identifier.
This is most likely when the source does not provide details such as:
time of execution
order ID
contract note number
another unique per-trade reference
In that situation, two same-day trades with the same quantity, price, and fees can look like one duplicate pair even when they are both real.
Common Questions
Why did duplicates appear in the first place?
Duplicates can still appear when the same trade is represented differently across imports or syncs.
For example, one source may include brokerage while another shows no fee, or one source may use a different date or formatting. That can make the same trade look different enough to be imported twice.
Why didn’t Find Duplicates catch everything?
Find Duplicates can only work with the transaction details available in Navexa.
If two duplicate rows differ enough across fields like brokerage, date, quantity precision, or source formatting, they may not be grouped together automatically.
What should I keep?
Keep the entry that best matches your broker record or the version you want Navexa to rely on going forward.
If one row comes from the integration or import method you plan to keep using, that is often the better row to retain.