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)

Connect a standard Pearler Invest account to Navexa, choose the portfolio to sync, verify your holdings and troubleshoot differences in your units or trade history.

Connect Pearler Invest to Navexa With Direct Sync

Connect Interactive Brokers to Navexa using the IBKR Web Service. Automatically sync supported trades, positions and balances using your Token and Query ID.

Connect Interactive Brokers (IBKR) to Navexa

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

Export an Interactive Brokers Activity Flex Query as a CSV and upload it to Navexa to import missing or historical IBKR trades.

Import Interactive Brokers (IBKR) Trades Using CSV

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

Direct Integrations & Sync

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