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Automated Trade Importing (Overview)

Learn how automated trade importing works in Navexa, which brokers are supported, and how your portfolio’s link email is used.

Navarre Trousselot avatar
Written by Navarre Trousselot
Updated yesterday

Our portfolio tracker lets you automatically import trades from your broker into your account.

That means you don’t have to spend time manually entering trades — we handle the import for you.


Supported Brokers

We currently support automated importing from these brokers:

  • ANZ Share Investing

  • Bell Direct

  • Bendigo Invest Direct

  • CMC Invest (stocks and ETFs only).

  • CommSec

  • IG Markets

  • Macquarie Online Trading

  • NAB Trade

  • Open Markets

  • Ord Minnet

  • SelfWealth

  • Stake

  • St George Direct

  • Superhero (only via CSV Spreadsheet File Upload. Superhero do not email contract notes).

  • Westpac

If you use a broker not listed here, see Broker Not Supported Yet? below.


How It Works

  1. Each portfolio in Navexa has its own unique link email address.

  2. Forward your trade confirmation emails (with the contract note attached) to this address.

  3. Navexa automatically adds the trade to your portfolio.

Please allow up to five minutes from when we receive the forwarded email for the trade to appear in your account.


Broker Not Supported Yet?

We can add new brokers to Broker Link.

Please email [email protected] with a few sample contract notes attached. At a minimum, send us a ‘Buy’ and a ‘Sell’. The more examples you can provide, the better.


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