Navexa

Create a new portfolio; choose currency, name and initial setup.

Add a Portfolio

Understanding the Portfolio page

Portfolio Groups

How To Create Custom Holding Groups

Deleting a Portfolio

Duplicate a Portfolio

Quick guide to exporting your portfolio holdings in Navexa as an Excel spreadsheet or PDF file.

Exporting Your Holdings List

The Local Currency Toggle

Learn how to update a holding’s ticker symbol in Navexa, plus key tips for exchange moves, currency changes, and share ratios.

How To Change The Ticker Symbol Of A Holding

How to Share a Portfolio with Someone

Learn how to rename or change the name of a portfolio in Navexa using two simple methods.

Rename or Change a Portfolio Name

Explains why annual capital gains may not equal the sum of monthly figures and which number is the most accurate.

Understanding the Capital Gain Figure on the Overview and Portfolio Pages

Learn why your Navexa performance may look different to your broker account, and how we calculate true portfolio returns.

How Does Navexa Calculate & Display Your Portfolio Performance?

Learn how Navexa calculates the optional Avg Buy Price column in the Holdings area of your portfolio detail screen, and what it means for your portfolio performance.

Understanding the “Avg Buy Price” Column

Navarre Trousselot

Tom Wilson

Use groups, custom tags and tools for portfolio organisation.

Portfolios

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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