Navexa

Learn how to manually add, edit, reset, or delete an individual dividend or distribution from a holding in Navexa.

How to Add, Edit & Delete a Dividend (or Distribution)

Learn how Navexa adds dividends and distributions, why income may be missing, and what to check before relying on income or tax reports.

How Navexa Adds Dividends And Distributions

How to Confirm a Dividend

Forecast your dividend and distribution income for the next 12 months using your portfolio’s last 12+ months of payments, with clear separation between paid vs estimated income.

The Income Calendar

This article explains how Navexa calculates the Dividend Yield shown in the Key Stats section, and why it may differ from simply dividing your last 12 months of dividends by…

How Dividend Yield Is Calculated in the Key Stats Section

Navexa can show an upcoming dividend before it’s paid (and sometimes before the ex-date). Learn what each dividend date means, when Income Return updates, and what happens if you sell.

Why Future Dividends Appear in Your Income Return

Learn how to record income for a Custom Investment in Navexa, including private dividends, rent, interest, bond coupons and trust distributions.

Add a Dividend Or Income Payment To A Custom Investment

Add, confirm, edit and understand dividends and distributions in Navexa.

Dividends & Distributions

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