You can manually add a holding in Navexa when you are not importing from a broker, spreadsheet, or integration.
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 and similar securities
Cryptocurrency for crypto assets
Cash Account for portfolio cash tracking
Custom Investment for assets not listed on public markets or not supported by Navexa
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
