Navexa

Tom Wilson

What Navexa does, who it’s for, key features and core concepts to help you assess fit.

About Navexa

Navexa doesn’t support joint holdings directly. Learn how to manage joint investments and split reporting correctly.

Joint Holdings in Navexa

Portfolios (tax entities), holdings (assets) and trades (transactions) explained. 

Key Concepts — Portfolio, Holding & Trade

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Portfolio

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