Navexa

How To Run And Interpret The Contributions Report

Learn how to customise performance calculations in Navexa and see examples for each setting.

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

Review all trades by date, holding or group, filter by range or category, and export full data to Excel.

All Trades Performance Report

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 Performance > Diversification screen to switch between bar and pie charts, apply filters, group holdings, and export your portfolio allocation to Excel.

Portfolio Diversification Report (Bar & Pie Charts)

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

Run and customise reports to understand performance.

Reporting & Analysis

Create a custom design with text, images, and links

Portfolio

API Developer Doc

Find answers and get help from Intercom Support and Community Experts

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