When Navexa can't reconcile a holding's trade history, it pulls that holding into a Holdings Need Attention card so you can fix it.
What the Alert Means
A holding is flagged when its trade history can't be reconciled — most often a negative quantity (selling more units than were bought).
Its performance figures can't be trusted until the trades are corrected.
Only investment holdings are flagged; cash holdings never are.
You'll see the alert in a few places:
A Holdings Need Attention card atop your Portfolio overview and Holdings list. It lists each affected holding with its symbol and the first error message.
More than five? Use Prev / Next to page through.
A warning triangle on the Holdings item in the navigation menu.
How to Fix a Flagged Holding
On the card, read the holding's error message (e.g. a negative quantity from a missing buy).
Tap Fix to open the holding's Trades list.
Make the correction — typically adding a missing opening Buy (or Opening Balance) trade, or fixing a wrong quantity.
Once the history is valid, the holding drops off the card and its figures recalculate.
Tip: The card header has a How to fix this link that opens detailed guidance in your browser.
If the holding came from a connected account or import, a partial or out-of-order history is a common cause. Check the account synced its full history (you can set a connection to sync From Beginning). See Manage Connected Accounts in the Mobile App.