Navexa

Attach context, strategies and reminders to any asset.

How to Add Notes to a Holding

Learn how to record mergers, acquisitions or demergers in Navexa so your holdings, cost base and performance stay accurate.

Recording Mergers & Acquisitions In Your Account

Adding/Editing a Split

Learn how to record a consolidation (reverse split) in Navexa, how to spot when one is missing, and how Navexa can automatically apply common consolidations once enough users have recorded…

Adding or Editing a Consolidation (Reverse Split)

Change a holding’s sector or industry so reports and filters group it correctly. Quick steps and tips for clean, consistent reporting.

How to edit a stock holding classification

How Navexa records brokerage fees and other possible tax-deductible expenses.

Where to Find Brokerage and Other Expenses in Navexa

How to record RSUs, employee share schemes (ESS), and employee stock option exercises in Navexa using Buy/Sell trades, including sell-to-cover/withholding, so your holdings and CGT reporting are accurate.

Tracking RSUs, ESS, and Employee Stock Option Exercises in Navexa

Dividends, DRP, corporate actions and classifications.

Tracking Stocks

Understand Dividend Reinvestment Plans (DRPs), how they work, and how Navexa accurately tracks reinvested dividends in your portfolio.

What is a Dividend Reinvestment Plan (DRP)?

Step-by-step guide to enabling or disabling Dividend Reinvestment Plans (DRPs) within your Navexa account for accurate portfolio tracking.

How to Enable or Disable Automatic Dividend Reinvestment (DRP) in Navexa

Understand Dividend Reinvestment Plan (DRP) rounding methods, their calculations, and how to ensure accurate dividend tracking in Navexa.

Understanding DRP Rounding Methods

How to Confirm a Dividend

Navexa records dividends at the ex-date, so income shows before payment — here’s why and how it appears in your reports.

Why Future Dividends Appear in Your Income Return

Learn how to enable or edit a Dividend Reinvestment Plan (DRP) for an individual dividend within a specific holding in Navexa.

How to Enable or Edit DRP for a Specific Dividend in Navexa

Learn how Dividend Reinvestment Plans (DRP) work, how to manage and track them in Navexa, and understand the options available for automatically reinvesting dividends into additional shares.

Dividend Reinvestment Plans (DRP)

Create a custom design with text, images, and links

API Developer Doc

Log in

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.