How to Add Notes to a Holding
In Navexa, you can add notes to your holdings to help manage investment strategies or compliance tasks.
To add a note follow the below instructions:
1. Navigate to the holding you want to add a note to and select the 'Notes' tab.
2. Enter a note in the text box.
3. Click 'Save' when you would like to save the note.
4. The saved note will appear underneath for later viewing.