Navexa

No loan tool? Use a Custom Investment: $1 = 1 unit. Record interest as Income, repayments as Sells. Full setup + tips inside.

Track a Private Loan in Navexa (using Custom Investment)

Tom Wilson

Navarre Trousselot

Guides for shares and crypto — dividends, dividend reinvestment (DRP) and staking.

Tracking Different Asset Types

Attach context, strategies and reminders to any asset.

How to Add Notes to a Holding

Learn how to record mergers, acquisitions or demergers in Navexa so your holdings, cost base and performance stay accurate.

Recording Mergers & Acquisitions In Your Account

Adding/Editing a Split

Handle reverse splits and update holdings.

Adding or Editing a Consolidation

Set sector or industry and custom tags for reporting.

How to edit a stock's classification

How Navexa records brokerage fees and other possible tax-deductible expenses.

Where to Find Brokerage and Other Expenses in Navexa

Dividends, DRP, corporate actions and classifications.

Tracking Stocks

Understand Dividend Reinvestment Plans (DRPs), how they work, and how Navexa accurately tracks reinvested dividends in your portfolio.

What is a Dividend Reinvestment Plan (DRP)?

Step-by-step guide to enabling or disabling Dividend Reinvestment Plans (DRPs) within your Navexa account for accurate portfolio tracking.

How to Enable or Disable Automatic Dividend Reinvestment (DRP) in Navexa

Understand Dividend Reinvestment Plan (DRP) rounding methods, their calculations, and how to ensure accurate dividend tracking in Navexa.

Understanding DRP Rounding Methods

How to Confirm a Dividend

Navexa records dividends at the ex-date, so income shows before payment — here’s why and how it appears in your reports.

Why Future Dividends Appear in Your Income Return

Learn how Dividend Reinvestment Plans (DRP) work, how to manage and track them in Navexa, and understand the options available for automatically reinvesting dividends into additional shares.

Dividend Reinvestment Plans (DRP)

Adding Crypto Holding Manually

Staking doesn’t sync or bulk-import. Add rewards manually as Income on the crypto holding. Step-by-step with each field explained.

Track Staking Rewards

Tracking Crypto-to-Crypto Trades

Learn how to record crypto transfers to your own wallets, exchanges, or another person in Navexa.

How to Record Cryptocurrency Transfers

How to record lost or stolen crypto in Navexa. Covers lost keys, theft, and exchange administration.

Recording Lost or Stolen Crypto Assets

Tracking Crypto

Create a custom design with text, images, and links

Portfolio

Find answers and get help from Intercom Support and Community Experts

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