Navexa

Export any report as a spreadsheet or PDF from the report's own menu. Exports open in your device's share sheet so you can save, email, or open the file elsewhere.

Export a Report From the Mobile App

When Navexa can't reconcile a holding's trade history, it pulls that holding into a Holdings Need Attention card so you can fix it.

Fix Holdings Need Attention Alerts in the Mobile App

Get your trades into Navexa two ways: connect a broker or service so trades sync automatically, or import a file of existing trades.

Import or Sync Investment Data in the Mobile App

Connected Accounts (previously Integrations) is where you link brokers and services so trades sync into Navexa automatically. View accounts, connect a new one, check sync status, and disconnect.

Manage Connected Accounts in the Mobile App

Import, sync, connect, review, and troubleshoot investment data sources in the mobile app.

Add & Sync Investment Data in the Mobile App

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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