Navexa is a long-only portfolio tracker and does not currently support short positions, futures or perpetual futures.

Navexa supports standard buy and sell transactions for supported shares, exchange-traded funds (ETFs), cryptocurrencies and other investments.

A Sell transaction can reduce units you already hold. It cannot open a negative position or create a sell-to-open trade.

Navexa does not currently support:

Navexa expects a holding's quantity to remain at zero or above. A transaction that sells more units than the holding owns creates a negative quantity and may trigger a Holdings Need Attention warning.

Futures and perpetual futures are contracts rather than spot holdings. Navexa cannot accurately represent their contract size, leverage, funding costs or open-position lifecycle using standard buy and sell trades.

A broker or exchange connection may import supported spot activity while excluding short positions, futures and other derivatives. The same limitation applies to broker files and spreadsheet imports.

Important: Reversing trade dates, creating artificial buy transactions or converting a futures trade into a spot trade can produce inaccurate quantities, performance and tax reports.

A Custom Investment may help you record a high-level manual value or result. It does not provide contract-level tracking or make a futures or short position fully supported.

If short selling or derivatives are a major part of your investing, Navexa may not provide the specialist tracking you need. For options-specific guidance, see Does Navexa Support Options? (Workarounds for Covered Calls, Puts, and Option Premiums).

You can search for an existing request, vote for it or submit a new suggestion on the Navexa Feedback board. Feedback helps us understand demand, but it does not confirm a release date or delivery commitment.

Remember, this is general information, not personal financial advice.