Your Portfolio

Understanding The Portfolio Page
The Portfolio page is your main dashboard to see your portfolio’s overall performance. There’s a lot of information displayed here. The two screenshots ...
Thu, 2 Dec, 2021 at 3:02 PM
Add a Holding Manually
You can easily add new holdings to your account one at a time. Just follow these steps. First, on your portfolio screen, click one of the ‘Add Holding’ bu...
Thu, 2 Dec, 2021 at 3:02 PM
Add Holdings with the Portfolio File Uploader
The Portfolio File Uploader is a tool you can use to upload all of your holdings and trades at once. It’s perfect for adding lot of data to your portfolio. ...
Mon, 4 Oct, 2021 at 1:53 PM
The Holding Screen
From your Portfolio screen, you can click through to your individual holdings by clicking their ticker symbol in the holdings list. Doing so will bring you...
Thu, 2 Dec, 2021 at 3:03 PM
Our Performance Calculation Methodology
The formula underpinning our portfolio tracker Behind all the analytics tools and features our portfolio tracker offers you, there’s one governing idea: T...
Tue, 9 Nov, 2021 at 10:43 AM
Automatic Dividend Reinvestment (DRP)
You can easily manage and track Dividend Reinvestment Plans (DRP) in your account. The platform automatically populates dividends and their corresponding r...
Thu, 2 Dec, 2021 at 3:02 PM
Portfolio Groups
Portfolio Groups allow you to group together multiple portfolios so you can view them as one. This allows you to view the combined performance of multiple ...
Thu, 2 Dec, 2021 at 3:03 PM
How To Add An Unlisted Investment To Your Account
Did you know you can add Unlisted Investments to your portfolio? In addition to ASX-listed and US stocks, cryptocurrencies, ETFs and cash accounts, you can ...
Mon, 4 Oct, 2021 at 2:00 PM
Recording Mergers & Acquisitions In Your Account
You can record mergers, acquisitions and demergers in your Navexa account. Here’s how to access and use the M&A tool. If you own a stock that has merg...
Mon, 4 Oct, 2021 at 2:00 PM
How Does Navexa Calculate & Display Your Portfolio Performance?
You’ve created a Navexa account. You’ve uploaded your portfolio. You’ve logged into your account and gone… ‘huh’?   One of the most common questions we he...
Tue, 9 Nov, 2021 at 10:52 AM