What This Feature Does
Navexa can automatically add trades to your portfolio when you forward your Trade Confirmation email, also called a contract note, to your portfolio’s unique Navexa Link email address. A contract note is the official message from your broker after a trade is executed. It includes the date, time, market, side, quantity, price and fees.
We crunch the numbers so you don’t have to.
Important Limits
Forwarding only captures new trades. It starts from the moment your forwarding is correctly set up. It does not automatically import historical trades.
To add past trades, either upload your broker history file via the importer or add trades manually.
Get Your Portfolio’s Link Email
Open the Portfolio Selector.
Click Settings.
Under Navexa Link, copy the unique email address for this portfolio.
Set Up Email Forwarding
You have two options to forward contract notes to your Navexa Link email:
Forward from your broker: Some brokers let you add additional recipients for trade confirmations. Add your Navexa Link email so every new confirmation is sent there automatically.
Forward from your email client: Create a rule that forwards messages that contain your broker’s trade confirmations and the contract note attachment to your Navexa Link email. (See article forward from Gmail)
Processing time: Once we receive a forwarded contract note, allow up to five minutes for the trade to appear in your portfolio.
Best Practice For Reliable Imports
Forward the original email that has the contract note PDF attached. Avoid screenshots or pasted text.
If your email client offers “Forward as attachment”, use it. Otherwise forward normally without altering the attachment.
Use the correct portfolio Link email for each portfolio.
Send a quick test by forwarding one recent contract note and confirming it appears.
Why No Trades Showed Up
The email had no PDF contract note attached.
You forwarded a notification or order placed email, not the executed trade confirmation.
The forwarding rule used the wrong portfolio Link email.
Your broker sends to a different address than the one your rule monitors.
The contract note was blocked or stripped by a security filter. Try forwarding again from your email client.
The trade is a partial fill. It may arrive as multiple contract notes.
Multiple Portfolios And Brokers
Each portfolio has its own Link email. Use the matching address for the portfolio you want updated.
You can forward contract notes from any broker to the same portfolio Link email.
Security
Bank‑grade security with three layers of encryption. We only process the data required to record the trade in your portfolio.
Need To Add History
Forwarding will not backfill your account. To add historical trades, upload your broker file via the importer or enter trades manually.