This article explains how to add notes to a holding in Navexa so you can keep useful context attached to a specific asset.
What Holding Notes Are For
Holding notes let you record information against a specific holding in your portfolio.
You might use holding notes to record:
why you bought the holding
your investment strategy for the asset
reminders you want to keep with the holding
context about how you acquired the asset
research notes or compliance-related information
Holding notes are for your own reference. They do not change your performance, income, or tax calculations.
Holding Notes Vs Trade Notes
Holding notes are recorded at the holding level.
This means the note applies to the overall asset, not to one individual buy or sell trade.
For example, you could add a holding note such as:
I originally received some BHP through employee share schemes.
This note sits on the Notes tab for the holding.
Trade-level notes are separate. Use trade-level notes when the context relates to one specific transaction rather than the whole holding.
Add A Holding Note
To add a note to a holding:
Open Portfolio from the left-hand menu.
Select the holding you want to add a note to.
Open the Notes tab.
Select Add.
Enter your note in the text box.
Select Save.
After saving, the note appears under the Notes tab with the date it was created.
Add More Notes
You can add more than one note to the same holding.
To add another note:
Open the holding’s Notes tab.
Select Add again.
Enter the new note.
Select Save.
Each saved note appears separately, so you can keep different pieces of context organised over time.
Edit Or Delete A Note
You can edit or delete a saved note from the holding’s Notes tab.
To edit a note:
Open the holding’s Notes tab.
Find the note you want to update.
Select the pen icon beside the note.
Update the note text.
Select Save.
To delete a note:
Open the holding’s Notes tab.
Find the note you want to remove.
Select the bin icon beside the note.
Confirm the deletion if prompted.
Deleting a note removes it from the holding. It does not affect the holding’s trades, income, performance, or tax calculations.