Navexa

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

Rename or Change a Portfolio Name

Delete a portfolio in Navexa with clear step-by-step instructions, important warnings, and guidance on what to do if you only need to rename it or change the base currency.

Deleting a Portfolio

Clone a portfolio to test changes without affecting your original. Holdings, trades, dividends and notes copy across, but capital gains tax settings (including parcel selections) reset and must be re-set.

Duplicate a Portfolio (Clone)

Share a Navexa portfolio with an individual, a partner, accountant, or financial adviser, then choose read-only or read and write access.

How to Share a Portfolio with Someone

Base currency is locked when a portfolio is created and can’t be changed later. To use a different base currency, create a new portfolio in the correct currency (and delete…

Can I change the base currency of my portfolio?

Portfolio Groups

Learn how to create Custom Groups in Navexa, assign holdings to your own categories, and use those groups across portfolio and reporting pages.

How To Create Custom Holding Groups

Filter your portfolio to a Custom Group so the top chart and tables show only that group. Includes fix for a greyed-out “Apply filters”.

Show a performance chart for a Custom Group (and fix a greyed-out “Apply filters”)

Customise the Holdings table using the Columns button. Learn what each column means, how to show/hide and reorder columns, and how to reset back to the default layout.

Columns: customise what you see in the Holdings table

Export your Navexa holdings list as an Excel or PDF file. Learn what’s included, what the export reflects from the table view, and how to get a PDF in a…

Exporting Your Holdings List

Learn how to view each holding in its own trading currency on the Portfolio page and understand what stays in your portfolio’s base currency.

How To View Holdings In Local Currency

Learn what Navexa’s Portfolio page Capital Gain figure includes, how the date range affects it, and why it can differ from tax reports or monthly totals.

Understanding the Capital Gain Figure on the Portfolio Page

Learn what Portfolio Value, Capital Gain, Income Return, Currency Gain and Total Return mean in Navexa, and why your performance may differ from your broker.

How Does Navexa Calculate & Display Your Portfolio Performance?

Learn what Avg Buy Price means in Navexa, how it’s calculated, where it appears, why it may differ from your broker, and how to troubleshoot if it looks off.

Understanding the “Avg Buy Price” Metric

Rename, duplicate, delete, share and organise portfolios.

Portfolios

Create a custom design with text, images, and links

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