Create a separate scenario for each alternative you want to explore, then add one row for every hypothetical trade in that alternative.
Create a scenario
Open your portfolio and go to Tax Reporting > Tax Planning > Scenarios.
Select New scenario.
Select Untitled scenario and enter a useful name, such as “Sell BHP and buy CBA”.
Check the As of date. Navexa uses this date when calculating the scenario against your portfolio.
Optional: select Add a note to record the purpose or assumptions behind the scenario.
Add a hypothetical trade
Select Add hypothetical trades. If the scenario already contains a trade, select Add.
Search for and select the holding or security.
Choose Buy or Sell.
Enter the Quantity. For a sell, Navexa also shows how many units are available in the portfolio.
Enter the hypothetical Price. The closing price shown beneath the field can help you choose an assumption.
Enter the Brokerage in the currency shown beside the field.
For a sell, optionally customise which purchase parcels are used.
Select Add row.
Adding a row saves that hypothetical trade inside the scenario. It does not create a real transaction or send an order to your broker.
Add more trades to the same scenario
Select Add and repeat the process for each additional trade. One row represents one hypothetical trade.
To model a swap, add a sell row for the investment you may dispose of and a buy row for the investment you may acquire. Navexa combines the rows to calculate the scenario's overall estimated effect.
Create an alternative
Return to the Scenarios list and select New scenario when you want to test a different set of trades or assumptions. Keeping alternatives in separate scenarios makes them easier to compare.
Review the inputs
Small changes to quantity, price, brokerage, exchange rates where applicable, the As of date or selected parcels can change the result. Review every row before using the estimate.
Remember, this is general information, not personal financial advice.