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

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

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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