Navexa

Adding/Editing a Split

Learn how to record a consolidation (reverse split) in Navexa, how to spot when one is missing, and how Navexa can automatically apply common consolidations once enough users have recorded…

Adding or Editing a Consolidation (Reverse Split)

Learn how to record mergers, acquisitions or demergers in Navexa so your holdings, cost base and performance stay accurate.

Recording Mergers & Acquisitions In Your Account

Learn how Navexa records conversions and restructures, why gains split across holdings, and how this affects your tax reporting.

How Navexa Handles Conversions and Restructures

Guide to recording mixed cash-and-scrip acquisitions in Navexa, with ATO rollover rules, cost base apportionment, and examples.

How to Record a Mixed Cash‑and‑Scrip Acquisition in Navexa

Step-by-step guide to recording the CNW → ATA acquisition in Navexa, covering 75% cash and 25% scrip entry and cost base rollover.

How to Record the CNW → ATA Acquisition (Cash and Scrip) in Navexa

Record the 2022 BHP/Woodside transaction in Navexa by adding your WDS shares at $29.76 per share and recording the BHP in specie dividend separately.

How to Record the BHP/Woodside (WDS) Special Dividend in Navexa

Record BHP’s 2015 demerger of South32 (S32) in Navexa so your BHP and S32 holdings, cost base, and CGT reporting stay accurate.

How to Record the BHP/South32 (S32) Demerger in Navexa

How to handle temporary ticker code changes in Navexa (like SOL → SOLDA → SOL) during mergers or deferred settlement periods.

Temporary Ticker Code Changes (Example: SOL → SOLDA → SOL)

Fix missing or unmatched PANW trades after the October 2023 move from NYSE to NASDAQ using the Rename Symbol feature.

Palo Alto Networks (PANW) — Exchange Change from NYSE to NASDAQ

Learn how to fix incorrect prices or returns for NexGen Energy Ltd (NXE) after its listing moved from NYSE American (AME) to the New York Stock Exchange (NYSE) in March…

NexGen Energy (NXE) - Exchange change from NYSE American (AME) to NYSE

Learn how to update your ARKK holding after its listing moved from NYSE Arca to Cboe BZX in March 2025.

Updating ARKK After Exchange Change

Record splits, consolidations, mergers, acquisitions, demergers, restructures and exchange or ticker changes.

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