You can manually add a holding in Navexa when you are not importing from a broker, spreadsheet, or integration.
The Add a Trade Manually option is the generic manual setup action. It also opens Cash Account setup, where deposits, withdrawals, bank interest and fees are recorded as cash transactions.
Add a holding manually
From the Portfolio Page.
Click +Add Holdings.
Select Add a Trade Manually.
On the Add a Trade Manually screen, choose the holding type you want to add.
Choose the correct holding type
Choose the option that matches the investment you are adding:
Stock/Security for listed shares, ETFs, managed funds and listed securities.
Cryptocurrency for crypto assets.
Cash Account for bank accounts, savings, cash deposits, broker accounts.
Custom Investment for assets not listed on public markets or not supported by Navexa like property, private equity, or any unlisted asset.
Choosing the correct type ensures Navexa applies the right fields and calculations.
Enter holding details and save
Complete all required fields for the selected holding type.
Check the details carefully before saving.
Click Add Stock.
After saving, Navexa will show a confirmation screen.
From there, you can:
view the holding you just created
add another holding
return to your portfolio