Portfolios

Rename, duplicate, delete, share and organise portfolios.

14 articles

Rename or Change a Portfolio Name

Deleting a Portfolio

Duplicate a Portfolio (Clone)

How to Share a Portfolio with Someone

Can I change the base currency of my portfolio?

Portfolio Views

How To Create Custom Holding Groups

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

Columns: customise what you see in the Holdings table

Exporting Your Holdings List

How To View Holdings In Local Currency

Understanding the Capital Gain Figure on the Portfolio Page

How Does Navexa Calculate & Display Your Portfolio Performance?

Understanding the “Avg Buy Price” Metric