Adding Investment Data
How to import historical trades & sync future trades
- Connect Navexa and Interactive Brokers (IBKR)
- Automating Cash Transactions
- Sync Your Stock Broker Account
- Adding Your First Investments
- Sync your Crypto Exchange Account
- Add Holdings with the Custom Spreadsheet File Uploader
- Automated Trade Importing
- Adding a Cash Account
- How To Add A Custom Investment To Your Account
- Contract Note Importer
- Add a Holding Manually
- Using The Broker File Upload Tool
- Finding your API Keys
- Gmail: Automatically Forward your Notes
- Adding/editing a Consolidation
- Adding/Editing a Split