Navexa

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

Navarre Trousselot

Tom Wilson

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

Holdings

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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