Welcome to the Navexa help desk!

Getting Started with Navexa

Get familiar with your portfolio tracking account & its tools.

2 articles

Adding Investment Data

How to import historical trades & sync future trades

15 articles

How Navexa Works

Understanding the metrics & calculations in the portfolio tracker.

4 articles

Managing Your Portfolio

Grouping holdings, portfolios & more.

11 articles

Tracking Crypto

Tracking crypto trades, staking rewards & more.

5 articles

Tracking Stocks

Tracking stocks, funds, dividends & more.

7 articles

Tax & Compliance

Calculating & optimizing capital gains & income at tax time.

12 articles

Your Account

Billing, upgrading, deleting your account & more.

2 articles