Tracking your cash position is an important part of understanding your full portfolio performance.
Navexa lets you add one or more cash accounts to your portfolio so you can monitor inflows, outflows, and balances.
How to Add a Cash Account
Click Add Holdings
• From the Portfolio or Overview page, click Add Holdings.
Choose Manual Trade Data Entry
• Select Add Trade Data Manually.
Select Cash Account
• Click Cash Account.
Set Account Details
• Enter a name for the account.
• Select the account’s currency.
• Click Add Cash Account.
View in Portfolio
• Your new cash account will now appear in the Holdings List on the Portfolio page.
Next Step
Once your cash account is set up, you can choose to automate cash transactions so trades and dividends flow in automatically.