Navexa

Learn how to use Performance Breakdown in Navexa to see which holdings or groups are driving your returns, compare positive and negative contributors, and understand the breakdown table.

How to Use Performance Breakdown

Learn how to change performance calculation settings in Navexa, including annualised returns, cash positions, and Simple vs Compound (CAGR) returns.

Performance Calculation Settings

The Benchmark Analysis Report

Learn how Navexa calculates returns using the Modified Dietz Method, the industry-standard for portfolio performance.

Our Performance Calculation Methodology

See a point-in-time snapshot of every holding’s value, cost base and unrealised profit/loss, grouped by market, with export options.

Portfolio Valuation Report

Learn how to use Navexa’s Diversification report to review portfolio allocation, apply filters, group categories, switch graph types, and export the data to Excel.

Portfolio Diversification Report

Learn how the Growth & Goals page tracks your progress toward a portfolio target by splitting results into portfolio growth, capital gains and growth from new capital.

Growth & Goals Page: Track Your Progress Toward a Target

Learn how to use Income Breakdown in Navexa to see which holdings are generating income, apply filters, and understand the summary cards, chart, and holdings breakdown.

How to Use Income Breakdown

Learn how to add and manage benchmarks in Navexa to compare your portfolio’s performance against an index, stock, or another portfolio.

How to Add a Benchmark to Compare Performance

Run and customise reports to understand performance.

Reporting & Analysis

Create a custom design with text, images, and links

API Dev Doc

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