Navexa auto-detects and estimates your holdings' dividends; you can also add, edit, and confirm them by hand from a holding's Dividends screen.
View Your Dividends
Open a holding and tap through to its Dividends screen.
The top shows a Total Income tile and a bar chart of payments; below is the list, newest first, with amount and date.
Use the date pill in the header to change the period — list and chart update to match.
Confirm Auto-Detected Dividends
Estimated dividends stay unconfirmed until you check them, so your tax figures stay accurate.
Tap a row's confirm action to confirm one, or Confirm All ({count}) at the top of the list to confirm every unconfirmed dividend.
Tip: Confirm dividends before relying on tax reports — the Tax Overview tracks unconfirmed dividends as issues to resolve.
Add a Dividend Manually
On the Dividends screen, tap the + (Add) button in the header.
Fill in the Add Dividend form (see below) and tap Record Dividend.
Form fields:
Ex-dividend date and Paid date — both required.
AUD holding: Franked, Unfranked, Franking Credits.
Foreign-currency dividend: Net Payment, Foreign Tax Withheld, Exchange Rate (with a suggested rate you can tap to apply).
Non-AUD portfolio holding: a single Dividend received field.
Additional Fields (AUD holdings) — optional collapsible section for trust/AMIT components: Foreign Income, Trust Income, Tax Deferred, capital gains, CGT Concession, TFN Withholding, and more.
Dividend Reinvested — tick if reinvested (see Manage DRP Settings); Number of Shares and Share Price then appear, often with a suggested DRP price.
Exclude from Tax — leave this dividend out of tax calculations.
Notes — optional free text.
A Totals section shows live Net Payment and Gross Payment as you type.
Edit, Reset, or Delete a Dividend
Tap any dividend to open the Edit Dividend form; change fields and tap Save Changes.
Reset dividend restores original imported values, discarding manual changes.
Delete dividend removes it permanently. Both ask you to confirm first.