This article shows you how to manually add a Custom Investment in Navexa so you can track assets that do not have a live price feed.
Before You Start
Custom Investments are for assets Navexa does not natively support with automatic pricing or broker imports.
Use a Custom Investment when you want to track an asset manually using:
Buys and sells
Income, such as rent, coupons, interest or dividends
Manual price updates
Notes and supporting documents
Custom Investments can be useful for:
Investment property
Corporate or over-the-counter bonds
Private company shares
Unlisted equity
Art and collectibles
Managed accounts or app-based portfolios where you only have statements or CSV files
Custom Investments do not have live prices. You control the trade, income and valuation data yourself.
For a deeper explanation of what fits this structure, see What is a Custom Investment in Navexa?
Open Add Holdings
To manually add a Custom Investment to an existing portfolio:
From the Portfolio Page.
Select + Add Holdings at the top right.
Select Add a Trade Manually.
You can also open Transactions and select Add Holdings from there.
If this is a new portfolio and you see the Let’s Set Up Your New Portfolio screen:
Select Add Data Manually.
Select Add a Trade Manually.
Select Custom Investment.
Choose Custom Investment
On the Add a Trade Manually screen:
Select Custom Investment.
The Add Custom Investment form will open.
This form creates the investment and lets you enter the first trade.
Enter Investment Details
In the top section of the form, enter the details that identify the asset.
Complete these fields:
Investment Name: Enter a name you will recognise in your portfolio and reports.
Currency Code: Select the currency you want to use for this investment.
Examples of clear investment names:
120 Collins St, MelbourneCorporate Bond 2026Private Co Shares - Series AArtwork - Blue Study
Use a specific name where possible. This makes the holding easier to recognise later in reports, filters and exports.
Enter The Initial Holding
The initial holding tells Navexa what you are adding to the portfolio and what value should be used when the Custom Investment is created.
Choose the option that matches what you are entering:
Buy: Use this if you want to record an actual purchase transaction.
Opening Balance: Use this when you want to add an existing investment using its starting quantity and total cost base, instead of entering each historical buy trade. Navexa will calculate the average price from the quantity and cost base you enter.
Then complete the remaining fields:
Trade Date: Enter the purchase date or opening balance date.
Quantity: Enter the number of units you own.
Price: Enter the price per unit.
Brokerage Fee: Enter any purchase costs or fees you want included.
More Options: Expand this if you want to add a Broker Name or Notes.
Use Notes to record useful context, such as the source of the value, a contract reference, valuation method or why you chose the opening balance date.
Before selecting Add Investment, check the Total at the bottom of the form. If the total does not match your source document, review the Quantity, Price and Brokerage Fee fields.
Quantity And Price Examples
Custom Investments use the same basic structure as other holdings: quantity multiplied by price.
For some assets, that structure is obvious. For others, it helps to choose a simple method and use it consistently.
Asset Type | Quantity | Price |
Investment property |
| Full property purchase price |
Artwork or collectible |
| Purchase price |
Private company shares | Number of shares | Price per share |
Managed account |
| Total value or unit price |
Bond | Face value or units | Price based on your chosen method |
For example, if you bought an investment property for AUD $850,000, you could enter Quantity as 1 and Price as 850000.
If you bought 10,000 private company shares at AUD $1.25 each, you could enter Quantity as 10000 and Price as 1.25.
Save The Investment
When the details are correct:
Review the investment name, currency and first trade.
Check the calculated total.
Select Add Investment.
Navexa will create the Custom Investment and add it to your portfolio.
What To Do Next
After the Custom Investment has been created, you can keep updating it over time.
You can:
Add more buys or sells from the holding’s Trades tab.
Add income from the holding’s Income tab.
Add manual valuations from the holding’s Prices tab.
Review the holding in your portfolio alongside your other investments.
The more accurately you record trades, income and price updates, the more useful your performance and reporting data will be.
Add Income
If the Custom Investment produces income, you can record it from the holding’s Income tab.
Examples include:
Rent from an investment property
Bond coupons or interest
Dividends from private company shares
Distributions from a managed account
Even though Navexa uses the Add Dividend form, you can use it to record other types of income for a Custom Investment.
For detailed income steps, see Add a Dividend (Income) to a Custom Investment.
Update The Price
Custom Investments do not update automatically from a market price feed.
To update the valuation manually:
Open the Custom Investment holding.
Select the Prices tab.
Select + Add Price.
Enter the new price and date.
Add a note, such as
Bank valuation 30/06/2026.Click Add Price to save.
Navexa will use the updated price from that date forward when calculating the holding value and performance.
Common Issues
Why Are There No Live Prices?
Custom Investments do not have live prices because they are used for assets Navexa does not natively price.
You need to update the price manually when you receive a new valuation, statement, appraisal or other source document.
Why Does The Total Look Wrong?
If the trade total looks wrong, check the Quantity, Price and Brokerage Cost fields.
For assets like property or art, you may want to use Quantity 1 and enter the full asset value as the Price.
For shares, bonds or unitised investments, use the number of units or shares and the price per unit.
Can I Import Instead?
Yes. If you have multiple Custom Investments or a larger set of historical trades, importing from a spreadsheet may be faster than adding each investment manually.
For spreadsheet steps, see Importing Custom Investments from a Spreadsheet (property, bonds, art & more).
Can Broker Emails Create These?
No. Custom Investments cannot be created from broker emails, contract notes or bank feeds.
You need to add them manually or import them using the Custom Investment spreadsheet workflow.