The Contract Note Importer lets you send broker trade confirmation emails, also called contract notes, to your portfolio’s unique Navexa Link email address so Navexa can automatically record new trades.
What This Feature Does
A trade confirmation email, or contract note, is the official email your broker sends after a trade is executed. It usually includes the trade date, market, buy or sell side, quantity, price, and brokerage.
When Navexa receives that contract note at your portfolio’s Navexa Link email address, it reads the attached document and creates the matching trade in your portfolio.
Best Way To Use It
The Contract Note Importer is best used in three ways:
Use automatic forwarding for future trades so new contract notes are sent to Navexa as they arrive.
Use manual forwarding if you want to send one original contract note email to Navexa yourself.
Use a broker CSV or file import for larger historical backfills, because this is faster and more reliable for past trade history.
Forwarding does not automatically backfill your whole history from the day you open your account. It only works on the contract notes you send to Navexa.
Before You Set It Up
Each Navexa portfolio has its own unique Navexa Link email address, so always make sure you are in the correct portfolio before copying it.
To find your portfolio’s Navexa Link email address, see Finding Your Portfolio’s Unique Email Address.
If your broker has a broker-specific setup guide in the Help Center, use that article for the exact forwarding steps inside the broker account.
Ways To Send Contract Notes
Automatic Forwarding From Your Broker
Some brokers let you add an extra recipient for trade confirmations.
If your broker supports this, add your portfolio’s Navexa Link email address so each new contract note is automatically sent to Navexa.
Automatic Forwarding From Your Email Provider
If your broker sends contract notes to your normal inbox, you can create an email rule or filter that forwards those messages to your portfolio’s Navexa Link email address.
This is often the best option when your broker does not support adding an extra recipient directly.
For a Gmail example, see Gmail: Automatically Forward your Notes.
Manual Forwarding
Manual forwarding also works.
If you still have the original broker email with the contract note attached, you can manually forward that email to your portfolio’s Navexa Link email address and Navexa will try to import it.
Manual forwarding is useful for:
a small number of missed trades
a few older contract notes you still have in your inbox
testing that your setup is working
For larger historical imports, use a broker CSV or import file instead. That is usually much faster than forwarding old contract notes one by one.
Check Processing In Email Inbox
After you forward a contract note, open the Email Inbox to check the result.
Allow up to five minutes for the trade to appear in your portfolio after Navexa receives the email.
In Email Inbox, you may see:
Delivered & Processed — the trade was imported successfully.
Delivered but Failed — Navexa received the email, but could not process the contract note. Open the item to review the error.
Best Practice For Reliable Imports
To improve your success rate with the Contract Note Importer:
Forward the original broker email with the contract note attachment included.
Keep the PDF attachment intact. Do not replace it with screenshots or copied text.
Use the correct portfolio’s Navexa Link email address.
Test with one recent contract note first.
If your email client offers Forward as attachment, use it where possible.
Common Issues
Why Didn’t A Trade Appear?
A trade may not appear if:
the email did not include the contract note attachment
the email was an order confirmation or notification, not the final executed trade confirmation
the forwarding rule used the wrong Navexa Link email address
your forwarding rule is watching the wrong mailbox
the attachment was blocked or stripped by a security filter
the trade was split into multiple partial fills, so multiple contract notes were issued
Why Did The Trade Go To The Wrong Portfolio?
If a trade appeared in the wrong portfolio, the wrong portfolio’s Navexa Link email address was probably used.
Copy the correct address from the correct portfolio and update your forwarding setup.
Can I Use This For Historical Trades?
Yes, but only when you still have the original contract note emails and you only need to add a small number of past trades.
If you need to import a larger trade history, use your broker CSV or broker file import instead. That is the better method for bulk historical data.
Multiple Portfolios
Each portfolio has its own Navexa Link email address.
If you manage multiple portfolios, make sure each broker or forwarding rule sends contract notes to the correct portfolio address.
You can send contract notes from different brokers to the same portfolio if those trades all belong in that portfolio.