Navexa

Understand how portfolios, holdings, and trades fit together so you can set up Navexa in line with your tax entities.

Key Concepts: Portfolio, Holding and Trade

The Holding Screen

See your past and estimated future dividend income, based on your portfolio’s last 12 months of payments.

The Income Calendar

Use filters in Navexa to include or exclude holdings, sectors and more. Apply multiple rules for clearer portfolio analysis.

Using the Filter System

Seeing “You do not have write permissions”? You’re in a demo or shared portfolio. Switch portfolios or ask the owner for write access.

Fix the “You do not have write permissions” error

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

Change the period to recalculate performance from the range’s start to end. First thing to check if figures look wrong or holdings look missing. Also called timeframe.

How the Date Range Selector Works

A Cash Account is an internal ledger for portfolio cash, manual by default, with optional trade/dividend auto-sync.

What is a Cash Account in Navexa?

Custom Investments track assets Navexa does not natively support. No live prices. You enter trades, income and price updates yourself.

What is a Custom Investment in Navexa?

Dashboard tour and glossary for key terms.

Platform Basics

Create a custom design with text, images, and links

Portfolio

API Developer Doc

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.