Reports

Calculating Unrealized Capital Gains
Your Unrealized Gains Report is a useful tool for seeing at a glance what your tax obligations would be if you were to sell part, or all, of an investment p...
Thu, 2 Dec, 2021 at 3:01 PM
Creating A Capital Gains Tax Report
Of all the reporting tools in your Navexa account, the taxation reports are among the most powerful.   Provided you’ve uploaded your portfolio informati...
Thu, 2 Dec, 2021 at 3:01 PM
Creating a Taxable Income Report
Of all the reporting tools in your Navexa account, the taxation reports are among the most powerful.   Provided you’ve uploaded your portfolio informati...
Thu, 2 Dec, 2021 at 3:14 PM
How To Run And Interpret The Portfolio Contributions Report
If you’ve not seen it yet, we recommend checking out your Navexa account’s Portfolio Contributions Report. Your Portfolio Contributions Report is a po...
Thu, 9 Dec, 2021 at 2:39 PM