Navexa

Sync your Crypto Exchange Account

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)

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)

Step-by-step guide to finding your portfolio’s unique Navexa Link email for automated trade importing.

Finding Your Portfolio’s Unique Email Address

Learn how to set up Gmail forwarding and filters so your broker’s trade notes are automatically sent to your Navexa portfolio.

Gmail: Automatically Forward your Notes

Navexa doesn’t support eToro files. Learn why and how to manually track limited data using the spreadsheet uploader or custom assets.

Does Navexa Support eToro?

How to fix the ‘Latest Sync Failed’ error when connecting Interactive Brokers (IBKR) to Navexa — most often just re-linking correctly.

Fix ‘Latest Sync Failed’ for Interactive Brokers (IBKR)

How to connect your Navexa Account with your Xero account

Connect Xero to Navexa

Import CommSec International trades into Navexa using the Activity CSV report and understand how this differs from standard CommSec domestic imports.

How to Import CommSec International Trades into 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)

Learn why duplicate trades appear after re-syncing Pearler due to the unique ID update, and how to fix them via manual cleanup or creating a new portfolio.

Troubleshooting: Duplicate Trades After Re-Syncing Pearler

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.

Connect brokers, exchanges, Gmail, Xero and automations.

Integrations & Sync

Create a custom design with text, images, and links

Portfolio

API Developer Doc

Find answers and get help from Intercom Support and Community Experts

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

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

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