Mobile App (iOS & Android)

Help for using the Navexa mobile app on iOS and Android, including portfolios, holdings, transactions, reports, tax, income, connected accounts, and account settings.

31 articles

Collections

Getting Started With the Mobile App5 articlesDownload the Navexa mobile app, sign in, create your first portfolio, and learn the main screens.

Portfolios, Holdings & Transactions in the Mobile App12 articlesManage portfolios, view holdings, review transactions, update trades, adjust filters, and organise your investment data in the mobile app.

Add & Sync Investment Data in the Mobile App4 articlesImport, sync, connect, review, and troubleshoot investment data sources in the mobile app.

Dividends & Cash in the Mobile App3 articlesReview income, confirm dividends, manage DRP settings, and use cash accounts in the mobile app.

Crypto & Custom Investments in the Mobile App2 articlesTrack crypto, custom investments, and assets that are not handled through standard listed-market workflows.

Reports in the Mobile App2 articlesUse mobile reports to review portfolio performance, income, allocation, and investment activity.

Tax & ATO Reporting in the Mobile App1 articleUse Navexa tax reports in the mobile app, including capital gains, taxable income, ATO myTax, and tax readiness checks.

Account, Billing & Support in the Mobile App2 articlesManage your Navexa account, subscription, billing settings, security, notifications, and support options from the mobile app.