Navexa

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

Using the Broker File Upload Tool

Learn how to quickly add stocks, shares, ETFs, some Australian Managed Funds by uploading a spreadsheet directly.

Import Holdings From a Spreadsheet

Forward broker trade confirmation emails to your portfolio’s Navexa Link email address to automatically import new trades, or manually forward original contract notes one by one.

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

Import your Stake Australia history into Navexa using Excel Investment activity reports and set up contract note forwarding for new trades.

Importing From Stake Australia

How to set up your Moomoo CSV import and automatic trade forwarding to keep your Navexa portfolio up to date.

Importing or Setting Up Your Moomoo Trades in Navexa

Track Betashares (and other) managed portfolios in Navexa when the provider doesn’t share trade-level confirmations. Learn why auto-import won’t work and the best manual tracking options.

Tracking Managed Portfolios in Navexa

Export trade confirmations from the new nabtrade platform to CSV then import them into Navexa with the nab trade File Importer.

Export nabtrade Trade Confirmations (CSV)

Download your CommSec transactions as a CSV and import them into Navexa to populate your portfolio history fast. Includes troubleshooting for missing trades, empty CSVs, and multiple accounts.

Import CommSec Trades Into Navexa (CSV)

Import your full CMC Invest trade history into Navexa using a Confirmations CSV export, then keep everything up to date by sending new trade confirmations to your portfolio’s Navexa Link…

Import CMC Invest Trades Into Navexa (CSV + Trade Confirmations)

Import crypto buys, sells, and swaps into Navexa using a CSV. Learn the exact column format, how pricing works, and what to do for transfers and starting balances.

Import crypto trades from a spreadsheet

Import investment history using spreadsheets, broker CSV files and provider exports.

Spreadsheet & Broker File Imports

Create a custom design with text, images, and links

API Dev Doc

Log in

Feedback

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.