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

Transfer a holding if you added it to the wrong portfolio. Transfers won’t merge if the destination already has that security. For real ownership changes (e.g. moving shares into a…

Move a holding to another portfolio

Learn how Navexa records conversions and restructures, why gains split across holdings, and how this affects your tax reporting.

How Navexa Handles Conversions and Restructures

Navexa doesn’t support joint holdings directly. Learn how to manage joint investments and split reporting correctly.

Joint Holdings in Navexa

Learn how to close out a holding that’s been delisted or gone to zero, so your portfolio and tax reports remain accurate.

How To Close A Delisted Or Worthless Stock In Navexa

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

Holdings

Create a new portfolio; choose currency, name and initial setup.

Add a Portfolio

Understanding the Portfolio page

Portfolio Groups

How To Create Custom Holding Groups

Deleting a Portfolio

Duplicate a Portfolio

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

Exporting Your Holdings List

The Local Currency Toggle

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

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

Rename or Change a Portfolio Name

Explains why annual capital gains may not equal the sum of monthly figures and which number is the most accurate.

Understanding the Capital Gain Figure on the Overview and Portfolio Pages

Learn why your Navexa performance may look different to your broker account, and how we calculate true portfolio returns.

How Does Navexa Calculate & Display Your Portfolio Performance?

Learn how Navexa calculates the optional Avg Buy Price column in the Holdings area of your portfolio detail screen, and what it means for your portfolio performance.

Understanding the “Avg Buy Price” Column

Learn how to update your ARKK holding after its listing moved from NYSE Arca to Cboe BZX in March 2025.

Updating ARKK After Exchange Change

How to handle temporary ticker code changes in Navexa (like SOL → SOLDA → SOL) during mergers or deferred settlement periods.

Temporary Ticker Code Changes (Example: SOL → SOLDA → SOL)

Learn why income figures may differ between Tax Overview and Main Overview, and which figure to use for your tax reporting.

Why Your Tax Overview Income May Differ From the Main Overview

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

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