Navexa

Add a Holding Manually

Add a Cash Account to track deposits, withdrawals, interest and fees. Optional sync posts trade cash automatically. Manual only, no bank feeds.

Adding a Cash Account

Step-by-step guide to manually add a Custom Investment holding in Navexa and enter trades, income and price updates for unsupported assets.

Add a Custom Investment

Workaround to add delisted stocks in Navexa by importing a spreadsheet so you can process mergers, acquisitions or demergers.

How To Add a Delisted Stock

Mirror a real bank account with a Cash Account. Manual only: no bank feeds or CSV import. Best for investment-related cash.

Can I track my bank account in Navexa?

Learn how to manually add a crypto buy trade in Navexa. Prices are in your portfolio base currency, with flexible fee currency options.

Add a Cryptocurrency Buy Manually

Learn how to manually record a buy or sell trade for a stock or ETF directly within an existing holding in Navexa.

How to Manually Add a Buy or Sell Trade to a Holding

Learn how to record broker reward or gifted shares in Navexa, including cost base and later sale, using simple Buy and Sell trades.

How to enter gifted or reward shares in Navexa

Learn how to record income for a Custom Investment in Navexa. Use the Add Dividend form to enter private company dividends, property rent, bond coupons, and other cash income so…

Add a Dividend (Income) to a Custom Investment

Add holdings, cash accounts and custom investments.

Manual Entry

Create a custom design with text, images, and links

Portfolio

API Developer Doc

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