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Contract Note Importer
Navarre Trousselot avatar
Written by Navarre Trousselot
Updated over a week ago

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

  • Bell Direct

  • Bendigo Invest Direct

  • CMC Markets

  • CommSec

  • IG Markets

  • NAB Trade

  • Open Markets

  • Ord Minnet

  • Pearler

  • SelfWealth


  • St George Direct

  • Superhero

  • Westpac

It’s simple to set up:

  1. Get your unique email address for the portfolio you want to link (see below for instructions.)

  2. Forward all your Trade Confirmation emails with the contract note attached to that email address.

  3. 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'.

Click 'Settings'.

Under the heading ‘Navexa Link’ you will see your unique email address for forwarding contract notes to.

Setup email forwarding

To automatically forward your trade confirmations, you have two options:

  1. Some brokers allow you to add additional email addresses to receive trade confirmations. Add your unique Navexa email there and it will automatically be sent your trade confirmations.

  2. Setup an email forwarding rule from your email client:

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!

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