Navexa

Remove a holding from your Navexa portfolio if there is an error. This guide shows you how to permanently delete a holding in a few clicks.

How to Delete a Holding

Learn how to manually add, edit, reset, or delete an individual dividend or distribution in your Navexa portfolio.

How to Add, Edit & Delete a Dividend (or Distribution)

Learn how to move a holding between portfolios in Navexa, and why transfers only work if the destination doesn’t already hold it.

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

Fix missing or unmatched PANW trades after the October 2023 move from NYSE to NASDAQ using the Rename Symbol feature.

Palo Alto Networks (PANW) — Exchange Change from NYSE to NASDAQ

Learn how to edit prefilled ETF distributions in Navexa when part of the payout is a Return of Capital (ROC), not income.

How to Record ETF Distributions That Include a Return of Capital (ROC)

What this message means, how to check DRP status, record broker DRPs manually, and when to request automation via the feedback board.

Why “Dividend Reinvestment is not available for this holding”

Learn how to fix incorrect prices or returns for NexGen Energy Ltd (NXE) after its listing moved from NYSE American (AME) to the New York Stock Exchange (NYSE) in March…

NexGen Energy (NXE) - Exchange change from NYSE American (AME) to NYSE

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

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

Holdings

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Portfolio

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