Navexa

Learn how to upload broker CSV files into Navexa, review your trades, and fix common errors during the import process.

Using the Broker File Upload Tool

Learn how to quickly add holdings by uploading a spreadsheet directly.

Import Holdings From a Spreadsheet

Forward your broker’s trade confirmation (contract note) emails to auto-import new trades. Starts from setup; history to be added manually.

Contract Note Importer

Learn how to import your RAIZ trade history into Navexa, plus how to handle common discrepancies such as fractional trades.

RAIZ Import CSV

Navexa does not support importing IG Markets (IG Trading) CFD contract notes. Only stocks and ETFs are supported for automatic trade imports.

Why IG Markets CFD Contract Notes Can’t Be Imported

Navexa doesn’t support importing CMC CFD contract notes. Only CMC Invest stocks & ETFs can be imported automatically.

Why CMC Markets CFD Contract Notes Can’t Be Imported

Learn why your Navexa portfolio value may differ from your broker — DRPs, history gaps, corporate actions, fees, and rounding.

Why Does My Portfolio Value Look Different in Navexa?

Set up Stake Australia imports: forward contract notes for new trades and upload the CSV to import your history.

Importing From Stake Australia

Template + step-by-step to import unsupported assets (property, bonds, art, private shares). Includes income & price update workflow.

Importing Custom Investments from a Spreadsheet (property, bonds, art & more)

Tom Wilson

Navarre Trousselot

Upload broker files, contract notes and spreadsheets.

Automated Imports

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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