Navexa

Learn how automated trade importing works in Navexa, which brokers are supported, and how your portfolio’s link email is used.

Automated Trade Importing (Overview)

Learn how to connect your Pearler account to Navexa, pick the portfolio to sync, confirm your units match, and keep your performance tracking and tax reporting data up to date…

Connect Pearler to Navexa with direct sync

Learn how to link Interactive Brokers (IBKR) to Navexa. Sync trades automatically or upload a CSV for full history.

Connect Navexa and Interactive Brokers (IBKR)

Connect supported US brokers like Schwab and Fidelity to Navexa using Direct Integration, import recent trades, and understand common history limits.

Import Trades from US Brokers Using Direct Integration (Schwab, Fidelity and more)

Generate a read-only Swyftx API key and link it to Navexa so your Swyftx trades can sync into the right portfolio automatically.

Connect Swyftx to Navexa using an API key

How to connect your Navexa Account with your Xero account

Connect Xero to Navexa

Connect Navexa to Claude or ChatGPT using the Navexa MCP connector so you can ask portfolio questions, run reports, and analyse your holdings by chat.

Connect Navexa To Claude Or ChatGPT

Connect supported brokers, exchanges and services so investment data can sync into Navexa automatically.

Direct Integrations & Sync

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