Add & Sync Investment Data
Add investment data to Navexa manually, by spreadsheet, by broker file, by contract note email, or through direct integrations.
33 articles
Using the Broker File Upload Tool
Import Holdings From a Spreadsheet
Contract Note Importer
RAIZ Import CSV
Importing From Stake Australia
Importing or Setting Up Your Moomoo Trades in Navexa
Tracking Managed Portfolios in Navexa
Export nabtrade Trade Confirmations (CSV)
Import CommSec Trades Into Navexa (CSV)
Import CMC Invest Trades Into Navexa (CSV + Trade Confirmations)
Import crypto trades from a spreadsheet
Import CoinSpot Trades Into Navexa Using CSV
Finding Your Portfolio’s Unique Email Address
How to Import CommSec International Trades into Navexa
Apple Mail App on Mac: Automatically Forward Your Trade Confirmation Notes by Email.
Gmail: Automatically Forward your Notes
iCloud Mail: Automatically Forward Your Notes
Add Navexa Email to CommSec
Add Your Navexa Link Email To nabtrade
Outlook: Automatically Forward Your Trade Confirmation Notes
Automated Trade Importing (Overview)
Connect Pearler to Navexa with direct sync
Connect Navexa and Interactive Brokers (IBKR)
Import Trades from US Brokers Using Direct Integration (Schwab, Fidelity and more)
Connect Swyftx to Navexa using an API key
Connect Xero to Navexa
Connect Navexa To Claude Or ChatGPT