Custom Groups let you organise your holdings using your own categories, such as risk profile, strategy, market cap, asset type, or any other structure you prefer.
What Custom Groups Do
Custom Groups let you create your own holding classifications in Navexa.
Navexa already lets you group holdings by standard fields such as Exchange, Sector, Industry, Currency, Broker/Source, Holding Type, and Portfolio.
Custom Groups give you more control. You can create your own group, add your own categories, then assign each holding to the category that makes sense for you.
For example, you could create a custom group called Risk Profile with categories such as:
High Risk
Medium Risk
Low Risk
You could also create groups for:
Investment strategy
Market capitalisation
Core vs satellite holdings
Income vs growth holdings
Personal watchlist categories
Open Custom Groups
To create a Custom Group:
Open the portfolio you want to work with.
Select Custom Groups from the left-hand menu.
If you have not created a group yet, select Create Your First Group.
This opens the Custom Groups setup page.
Create Your Group
To set up your Custom Group:
Select the Group Name field.
Replace the default name with your group name.
Under Categories, select the first category field.
Rename it to your first category.
Repeat this for the other default category fields.
Select Add to create another category if needed.
For example, you might name the group Risk Profile, then create the categories High Risk, Medium Risk, and Low Risk.
You can remove a category by selecting the X beside the category name.
Assign Holdings
After creating your categories, assign your holdings to them.
To assign one holding:
Scroll down to the holdings list.
Find the holding you want to categorise.
Select the dropdown currently showing Unassigned.
Choose the category you want to assign that holding to.
To assign multiple holdings at once:
Tick the checkbox beside each holding you want to update.
Use the bulk action bar at the bottom of the page.
Select Assign to….
Choose the category you want to apply to those holdings.
This is useful when several holdings belong in the same category.
Save Your Changes
After assigning your holdings, select Save Changes.
Navexa will apply your custom group settings once you save. If you leave the page before saving, your latest changes may not be applied.
View Groups On Portfolio
After saving your Custom Group, you can use it on the Portfolio page.
To view your holdings by Custom Group:
Select Portfolio from the left-hand menu.
Scroll down to the Holdings table.
Select the Group By dropdown above the holdings table.
Find the Custom Groups section.
Select the Custom Group you created.
Your holdings table will now be grouped by your custom categories.
For example, if you created Risk Profile, the holdings table can show sections for High Risk, Medium Risk, and Low Risk, with holdings and totals shown under each category.
Use Groups In Reports
Custom Groups can also be used on selected reporting pages to analyse your portfolio by the categories you created.
For example, if you created a Risk Profile group, you can view supported reports by High Risk, Medium Risk, and Low Risk instead of only using standard groupings like exchange, sector, or industry.
You can use Custom Groups on these pages:
Portfolio
Benchmark Analysis
Performance Breakdown
Diversification
Income Breakdown
Portfolio Valuation
Historical Cost
To use a Custom Group on a supported report:
Open the report from the left-hand menu.
Select the report’s grouping dropdown.
Find the Custom Groups section.
Select the Custom Group you want to use.
The report will update to show data based on your custom categories.
Filter Transactions By Group
You can also use Custom Groups on the Transactions page.
This works as a transaction search filter, rather than a holdings table grouping.
To filter transactions by Custom Group:
Select Transactions from the left-hand menu.
Select the Search transactions… field.
Choose Group from the filter options.
Select the Custom Group category you want to search by.
For example, you can filter transactions linked to holdings assigned to High Risk, Medium Risk, or Low Risk.
Common Issues
Why Are Holdings Showing As Unassigned?
Holdings show as Unassigned when they have not yet been added to one of your Custom Group categories.
To fix this, go back to Custom Groups, open the relevant group, then assign each holding to the correct category.
Why Can’t I See My Group?
A Custom Group only appears on pages that support custom grouping or group-based filtering.
If your Custom Group does not appear in a dropdown, that page does not currently support Custom Group views.
Can I Change A Holding Later?
You can change a holding’s category later by returning to Custom Groups, opening the relevant group, and choosing a different category from the holding’s dropdown.
Select Save Changes after making the update.
Can I Use Different Group Types?
You can create different Custom Groups for different ways of analysing your portfolio.
For example, one group could classify holdings by Risk Profile, while another could classify holdings by Strategy.
Only the group selected in the relevant report or table dropdown will be applied at that time.