Turn on a Dividend Reinvestment Plan (DRP) for a holding so Navexa records dividends as new units bought, and choose how fractional units are handled.
Enable Auto Dividend Reinvestment
DRP is configured per holding, in Holding Settings.
Open the holding, tap the ⋯ menu in the header, and choose Settings.
Find Auto Dividend Reinvestment and set the toggle to Yes.
Choose a DRP Setting (see below) for how fractional units are rounded.
Tap Save settings.
When you enable DRP, Navexa shows a heads-up:
Heads up: Enabling DRP will create a "Dividend Reinvestment" trade for every unconfirmed dividend on this holding. Confirm any dividends you don't want affected first.
Tip: Confirm any dividends you don't want converted into reinvestment trades first (see Add or Confirm Dividends), then turn DRP on.
DRP Setting Options
How Navexa handles fractional units left over when a dividend doesn't buy a whole number of shares:
Round Down
Round Up
Round to Nearest
Round Down with Balance Tracking — rounds down and carries the leftover cash forward to the next reinvestment
When DRP Isn't Available
Some holdings don't support automatic reinvestment. The toggle is then replaced with:
Automatic Dividend Reinvestment is not available for this holding. You can still manually mark dividends as reinvested.
In that case, open an individual dividend and tick Dividend Reinvested to record it by hand.
Note: The Holding Settings screen also includes Trust Income, Exclude from Tax, Classification (for stocks), and Broker Name.