Select Ask Roi in the Navexa web platform, enter a question in Message Roi and press Enter. Roi can respond with text, tables and charts.
Give Roi Useful Context
When AI Features are enabled, Roi can use the portfolio, holding and period on the page you have open as a starting point. Name them in your question if you want a different view or need to make the scope clear.
Try questions such as:
“Show my portfolio’s monthly income from 1 January to 31 December 2025.”
“Which holdings contributed most to my return last year? Show a chart.”
“How do I upload a broker file?”
Ask follow-up questions in the same chat so Roi can use the earlier conversation. Check the portfolio and dates in its answer before relying on the figures.
Start or Reopen a Chat
Open the chat selector at the top of the Roi panel. Select New chat to start a separate conversation, or choose an earlier chat under Recent.
You can also find earlier conversations in the sidebar’s Chat tab. Select Open full page for a larger view.
Select Close chat to close the panel. Closing it keeps the conversation in your history.
If an Answer Looks Wrong
Tell Roi which part looks wrong and clarify the portfolio, holding or dates. Compare the answer with your Navexa records and original statements. Use the thumbs up or thumbs down controls beneath an answer to leave feedback.
If you need help from the team, see Contact Navexa Support From Roi. Human support access depends on your account.
Remember, this is general information, not personal financial advice.