Navexa

Navarre Trousselot

Tom Wilson

Manage holdings and portfolios day‑to‑day.

Portfolio Management

Step-by-step guide for deleting holdings or trades in your Navexa portfolio.

How to Delete a Holding or Trade

How to Add, Edit & Delete a Dividend

Learn how to transfer a holding to another portfolio in Navexa.

Move a holding to another portfolio

Edit, move, duplicate or delete holdings; update tickers and notes.

Holdings

Portfolio Groups

Detailed overview of Navexa’s supported and upcoming markets and exchanges, price delays, unsupported regions, & manual tracking process.

Supported  Markets & Exchanges

Learn how to customise performance calculations in Navexa and see examples for each setting.

Performance Calculation Settings

The Benchmark Analysis Report

The Local Currency Toggle

Deleting a Portfolio

How To Run And Interpret The Contributions Report

How To Create Custom Holding Groups

Duplicate a Portfolio

Learn how to update a holding’s ticker symbol in Navexa, plus key tips for exchange moves, currency changes, and share ratios.

How To Change The Ticker Symbol Of A Holding

How to Share a Portfolio with Someone

Understanding the Portfolio page

How to connect your Navexa Account with your Xero account

Connect Xero to Navexa

Learn how to rename or change the name of a portfolio in Navexa using two simple methods.

Rename or Change a Portfolio Name

Quick guide to exporting your portfolio holdings in Navexa as an Excel spreadsheet or PDF file.

Exporting Your Holdings List

Use groups, custom tags and tools for portfolio organisation.

Portfolios

Create a custom design with text, images, and links

Portfolio

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.