Manage Portfolios, Holdings & Transactions
Manage portfolios, holdings, trades, transactions, groups, columns, ownership changes and portfolio cleanup.
41 articles
Rename or Change a Portfolio Name
Deleting a Portfolio
Duplicate a Portfolio (Clone)
How to Share a Portfolio with Someone
Can I change the base currency of my portfolio?
Portfolio Groups
How To Create Custom Holding Groups
Show a performance chart for a Custom Group (and fix a greyed-out “Apply filters”)
Columns: customise what you see in the Holdings table
Exporting Your Holdings List
How To View Holdings In Local Currency
Understanding the Capital Gain Figure on the Portfolio Page
How Does Navexa Calculate & Display Your Portfolio Performance?
Understanding the “Avg Buy Price” Metric
Trade Types in Navexa: What They Mean & When to Use Them
Edit, delete, or correct a trade in Navexa (price, quantity, date, brokerage)
How to Delete a Trade
How to Use the Transactions Page in Navexa
Why Do I See Two Similar Transactions on the Transactions Page in Navexa?
How to Use Find Duplicates in Navexa
Adding/Editing a Split
Adding or Editing a Consolidation (Reverse Split)
Recording Mergers & Acquisitions In Your Account
How Navexa Handles Conversions and Restructures
How to Record a Mixed Cash‑and‑Scrip Acquisition in Navexa
How to Record the CNW → ATA Acquisition (Cash and Scrip) in Navexa
How to Record the BHP/Woodside (WDS) Special Dividend in Navexa
How to Record the BHP/South32 (S32) Demerger in Navexa
Temporary Ticker Code Changes (Example: SOL → SOLDA → SOL)
Palo Alto Networks (PANW) — Exchange Change from NYSE to NASDAQ
NexGen Energy (NXE) - Exchange change from NYSE American (AME) to NYSE
Updating ARKK After Exchange Change