Portfolio Management
Manage holdings and portfolios day‑to‑day.
32 articles
Does Navexa Support Options? (Workarounds for Covered Calls, Puts, and Option Premiums)
Add a Portfolio
Understanding the Portfolio page
Portfolio Groups
How To Create Custom Holding Groups
Deleting a Portfolio
Duplicate a Portfolio (Clone)
Exporting Your Holdings List
The Local Currency Toggle
How To Change The Ticker Symbol Of A Holding (Rename Symbol).
How to Share a Portfolio with Someone
Rename or Change a Portfolio Name
Understanding the Capital Gain Figure on the Overview and Portfolio Pages
How Does Navexa Calculate & Display Your Portfolio Performance?
Understanding the “Avg Buy Price” Metric
Temporary Ticker Code Changes (Example: SOL → SOLDA → SOL)
Why Your Tax Overview Income May Differ From the Main Overview
Show a performance chart for a Custom Group (and fix a greyed-out “Apply filters”)
Columns: customise what you see in the Holdings table
Can I change the base currency of my portfolio?
How to Delete a Holding
How to Add, Edit & Delete a Dividend (or Distribution)
Move a Holding to Another Portfolio
How Navexa Handles Conversions and Restructures
Joint Holdings in Navexa
How To Close A Delisted Or Worthless Stock In Navexa
Palo Alto Networks (PANW) — Exchange Change from NYSE to NASDAQ
How to Record ETF Distributions That Include a Return of Capital (ROC)
Why “Dividend Reinvestment is not available for this holding”
NexGen Energy (NXE) - Exchange change from NYSE American (AME) to NYSE
Updating ARKK After Exchange Change