Add & Sync Investment Data

Add investment data to Navexa manually, by spreadsheet, by broker file, by contract note email, or through direct integrations.

36 articles

Collections

Manual Entry4 articlesAdd holdings, cash accounts and custom investments.

Spreadsheet & Broker File Imports14 articlesImport investment history using spreadsheets, broker CSV files and provider exports.

Contract Notes & Email Forwarding8 articlesSet up automatic trade imports by forwarding broker contract notes to your Navexa Link email.

Direct Integrations & Sync8 articlesConnect supported brokers, exchanges and services so investment data can sync into Navexa automatically.

Import & Sync Troubleshooting2 articlesFix common import, sync, duplicate trade and unsupported broker file issues.