Our portfolio tracker allows you to automatically import trades from your broker into your account.
In other words, it means you don’t have to spend time manually entering trades.
We currently support the following brokers:
ANZ Share Investing
Bendigo Invest Direct
Macquarie Online Trading
St George Direct
It’s simple to set up:
Get your unique email address for the portfolio you want to link (see below for instructions.)
Forward all your Trade Confirmation emails with the contract note attached to that email address.
Never have to worry about manually adding a trade to your account again!
Once we receive your forwarded Trade Confirmation email, your account will automatically add the trade to your portfolio.
Please allow up to five minutes from when we receive the forwarded email to seeing the information reflected in your account.
Your Portfolio’s Unique Link Email Address
Click the 'Portfolio Selector'.
Under the heading ‘Navexa Link’ you will see your unique email address for forwarding contract notes to.
Broker Not Supported Yet?
We can add your broker to Broker Link.
Please email [email protected] with a few contract notes attached and we will get it up and running ASAP.
At a minimum, please send us a ‘Buy’ and a ‘Sell’ trade confirmation.
The more contract notes you can send us, the better!
Automatically Forward Your Notes (Gmail)
Go to your Gmail account, and navigate to the settings page. Go to the "Forwarding and POP/IMAP" tab.
Click "Add a forwarding address"
Using your Navexa Link email from earlier, add it to the Forwarding Address popup.
After creating the forwarding address request, a confirmation will be sent to our inbox which will get automatically approved with a minute or 2. When it does, you will receive a confirmation.
Setting up your forwarding filters
You need to set up a filter so that only the emails from your specified broker is forwarded to Navexa. The following is a list of the emails for each supported broker:
ANZ: [email protected]
Ausiex: [email protected]
BellDirect: [email protected]
Bendigo Invest Direct: [email protected]
CMC Markets: [email protected]
CommSec: [email protected]
IGMarkets: [email protected]
NabTrade: [email protected]
OpenMarkets: [email protected]
Ord Minnet: [email protected]
Pearler: [email protected]
Selfwealth: [email protected]
Stake: [email protected]
ThinkMarkets: [email protected]
Westpac: [email protected]
This example, we will set up a forwarding filter for the CommSec address.
Navigate back to your Gmail settings, and go to the "Filters and Blocked Addresses" tab
Enter the email address from your brokerage in the "From" field, then click "Create Filter"
In the "Forward it to" section. select your Navexa Link email. Optionally select "Also apply filter to xx matching coversations", in order to forward every matching email to Navexa.
Finally, click "create filter". Now all emails from Commsec will being automatically forwarded to your Navexa Portfolio as soon as they appear in your inbox!