Roi is the AI assistant built into the Navexa web platform. Ask questions about your portfolio or how to use Navexa, and get answers in conversation.
What Can Roi Help With?
When AI Features are enabled, Roi can use the Navexa data you have access to. You can ask it to:
Explain your portfolio’s recorded performance, holdings, income and cash.
Show information in tables and charts.
Explain a Navexa feature or help you find the right instructions.
Add or update supported records, subject to your access and approval settings.
For example, ask “Which holdings contributed most to my return last year?” or “How do I record a dividend?”
Open Roi
Sign in to the Navexa web platform.
Select Ask Roi.
Type your question in Message Roi and press Enter.
Select Open full page if you want more room. For chat controls and example questions, see Getting Started With Roi.
Check Roi’s Answers
Roi can make mistakes. Check important figures against the underlying Navexa records and your source documents. Missing or incorrect records can affect an answer.
Roi explains data and product features. It does not provide financial, tax or legal advice, choose investments for you or place orders with your broker. Available actions depend on your plan, permissions and the feature involved.
To control its access or require approval before changes, see Manage Roi Settings and Turn Off AI Features.
Remember, this is general information, not personal financial advice.