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.

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