To start using the portfolio tracker, add investments to your account. We create a default Main Portfolio at sign‑up. Multiple portfolios are supported on paid plans.
Choose How to Add
Pick the method that suits your situation:
Method | When to Use | Guide |
Add a Holding Manually | Best for a small number of investments | |
Import Holdings from a Spreadsheet | Fastest for adding many investments at once | |
Use the Broker File Uploader | Upload your supported broker file as is; no edits needed |
Method 1: Add Manually
Open your Main Portfolio.
Select Add Holding.
Enter the investment details: ticker, trade date, quantity, price, brokerage, currency if applicable.
Save to create the holding.
Need more detail? Read the full guide.
Method 2: Import Spreadsheet
Prepare a spreadsheet with one row per trade.
Open the Spreadsheet Uploader and map your columns to Navexa fields.
Review the preview and confirm the import.
Tips
Include brokerage and currency for accurate performance tracking.
For foreign holdings, include the exchange rate used on the trade date if applicable.
Need more detail? Read the full guide.
Method 3: Upload Broker File
Download your trading history or contract note file from your broker.
Open the Broker File Uploader.
Upload the file and confirm the detected trades.
Need more detail? Read the full guide.
After You’ve Added Investments
Once your holdings are in, you can use Navexa for:
Performance tracking and benchmarking
Dividend and distribution analysis
Tax reporting, availability varies by plan and territory
We crunch the numbers so you do not have to.