Navexa

Adding/Editing a Split

Adding/editing a Consolidation

Learn how to generate and connect secure, read-only API keys from your crypto exchange to your Navexa account.

Finding Your API Keys

Learn the three ways to add investments to Navexa, with links to detailed guides for manual entry, spreadsheet import & broker file upload.

Adding Your First Investments

Automating Cash Transactions

Learn how to quickly fix an incorrect trade price in your portfolio by editing the trade details in Navexa.

Fixing an Incorrect Trade Price in Your Portfolio

Navexa trade types for Stocks/Securities & Custom Investments: Buy/Sell, splits, consolidations, bonus, cancels, ROCs, cost-base changes.

Trade Types in Navexa: What They Mean & When to Use Them

How to download your CommSec transaction history as a CSV, then import it into Navexa in minutes.

Export CommSec Transactions (CSV)

Add your unique Navexa email in CommSec so trade confirmations are sent to Navexa for automatic, compliant portfolio updates.

Add Navexa Email to CommSec

Navarre Trousselot

Tom Wilson

Bring in data via manual entry, broker files, spreadsheets and direct integrations.

Adding & Importing Investment Data

Add a Holding Manually

Adding a Cash Account

How To Add A Custom Investment To Your Account

You do not need to enter RG97 'fees deducted'. They are in the unit price. Only record a cash fee or units cancelled to pay a fee.

Should I add 'Fees and costs deducted from your investment' (RG97) in Navexa?

Add holdings, cash accounts and custom investments.

Manual Entry

Using The Broker File Upload Tool

Learn how to quickly add holdings by uploading a spreadsheet directly.

Import Holdings From a Spreadsheet

Contract Note Importer

Upload broker files, contract notes and spreadsheets.

Automated Imports

Sync your Crypto Exchange Account

Sync Your Stock Broker Account

Learn how to connect your Interactive Brokers (IBKR) account to Navexa. Sync stocks & ETFs, with full history in most cases.

Connect Navexa and Interactive Brokers (IBKR)

Learn how automated trade importing works in Navexa, which brokers are supported, and how your portfolio’s link email is used.

Automated Trade Importing (Overview)

Step-by-step guide to finding your portfolio’s unique Navexa Link email for automated trade importing.

Finding Your Portfolio’s Unique Email Address

Learn how to set up Gmail forwarding and filters so your broker’s trade notes are automatically sent to your Navexa portfolio.

Gmail: Automatically Forward your Notes

Navexa doesn’t support eToro files. Learn why and how to manually track limited data using the spreadsheet uploader or custom assets.

Does Navexa Support eToro?

Connect brokers, exchanges, Gmail, Xero and automations.

Integrations & Sync

Create a custom design with text, images, and links

Portfolio

Find answers and get help from Intercom Support and Community Experts

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