Navexa

Two income reports in the Performance Reports hub: Income Breakdown (which holdings drive your income) and Income Calendar (your dividend payments over time).

Use Income Breakdown and Income Calendar in the Mobile App

Open the Performance Reports hub to see what's driving your return, how you're diversified, and how you compare to a benchmark. (Income Calendar and Income Breakdown have their own article.)

Use Performance Reports in the Mobile App

Use mobile reports to review portfolio performance, income, allocation, and investment activity.

Reports in the Mobile App

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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