Adding & Importing Investment Data
Bring in data via manual entry, broker files, spreadsheets and direct integrations.
44 articles
Finding Your API Keys
Adding Your First Investments
Automating Cash Transactions
Fixing an Incorrect Trade Price in Your Portfolio
Trade Types in Navexa: What They Mean & When to Use Them
Export CommSec Transactions (CSV)
Add Navexa Email to CommSec
Can I Track My Superannuation in Navexa?
How to Record the CNW → ATA Acquisition (Cash and Scrip) in Navexa
How to Record a Mixed Cash‑and‑Scrip Acquisition in Navexa
Fix ‘Holdings Need Attention’ Alerts
How to Track Your Spaceship Portfolio in Navexa
How to Record the BHP/Woodside (WDS) Merger and Special Dividend in Navexa
Using the Broker File Upload Tool
Import Holdings From a Spreadsheet
Contract Note Importer
RAIZ Import CSV
Why IG Markets CFD Contract Notes Can’t Be Imported
Why CMC Markets CFD Contract Notes Can’t Be Imported
Why Does My Portfolio Value Look Different in Navexa?
Importing From Stake Australia
Importing Custom Investments from a Spreadsheet (property, bonds, art & more)
Importing or Setting Up Your Moomoo Trades in Navexa
Why Betashares Direct, Raiz & Superhero DRPs - Distributions, Dividends Can Differ from ASX Data in Navexa
Sync your Crypto Exchange Account
Connect Navexa and Interactive Brokers (IBKR)
Automated Trade Importing (Overview)
Finding Your Portfolio’s Unique Email Address
Gmail: Automatically Forward your Notes
Does Navexa Support eToro?
Fix ‘Latest Sync Failed’ for Interactive Brokers (IBKR)
Connect Xero to Navexa
How to Import CommSec International Trades into Navexa
Export nabtrade Trade Confirmations (CSV)
Troubleshooting: Duplicate Trades After Re-Syncing Pearler
Connect Pearler to Navexa with direct sync.