Navexa

Understand each Navexa trade type, when to use Buy, Sell, Split, Bonus, Return of Capital, cost-base adjustments, and how to avoid duplicate corporate actions.

Trade Types in Navexa: What They Mean & When to Use Them

Fix an incorrect holding value by editing or deleting a trade in Navexa. Update price, quantity, date, trade type, or brokerage.

Edit, delete, or correct a trade in Navexa (price, quantity, date, brokerage)

Delete incorrect or duplicate trades from your Navexa portfolio. This guide shows you how to remove one or multiple trades in just a few clicks.

How to Delete a Trade

Learn how to use Navexa’s Transactions page to search, filter, review, export, and clean up transactions across your portfolio.

How to Use the Transactions Page in Navexa

Learn why the Transactions page in Navexa can show two related records for one event, such as a Dividend and Income Payout or a Buy and Cash Out, and when…

Why Do I See Two Similar Transactions on the Transactions Page in Navexa?

Use the Find Duplicates tool in Navexa to review suspected duplicate transactions, keep the correct entry, and delete extra trades safely.

How to Use Find Duplicates in Navexa

Understand, edit, delete, review and troubleshoot trades and transaction records.

Trades & Transactions

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