Navexa レビュー 

I liked the ease of use and the ability to handle the splits and demergers easily.

Price is too high for the features it has to offer

Too much automation, still not set up properly after 3 weeks, shares that l haven’t owned in years showing up in my portfolio. I have more than one share portfolio, how do l set this up??

The first platform I tried was not able to import fees from my exchange API. Navexa did this first time with no problems at all, which resulted in significantly different figures for tax reporting. Their AI help bot is also terrifyingly smart and helpful.

No support.

Tom, head of CS was great to deal with over several days…patient, kind, solution focused, and gave me pertinent information with a quick response time.
I’m not a fan of bots but Tom won me over at Navexa.

Inabilaty to get human help even though your emails to me give me an address that never responds to my problem. The platform itself will be very benificial to me once I get familar with it. example:
Contract Note Import Failed
Your forwarded email with the subject: Bond Wrap – Markets, Trading Flows and Ideas could not be imported.

Failure reason: .

The account this 'refers' to was deleted because I was having so much trouble. I opend a new account with a different and new forwarding navexa address and today this appeared. no reference to my bonds is in my forwarding for the current subscription account.
Iv'e only just started with this platform and I'm trying to learn via uTube and other. I have spent hours trying to deal with some things using your AI. My brain is not geared the same way an accountant's brain is geared, I have to learn and I need help in several areas. 'Bonds' is one area you don't cover yet the same way you do with say ETF's. My contract notes are not auto updating but I think that is because I did not 'save' . I had two trades overnight and I added them manually and altered the auto import by 'saving' so I haope that now works. Your platform has a LOT of merit but being able to contact a human would help. I note that Irene Zhu never seems to have any trouble contacting you. BTW date of experience is about 8 weeks of pain.

Problems in automated connection with brokers accounts.

I like the ease of use, the interaction with my broker transactions and how I can assess performance of my portfolio over discrete time periods. To me this is a huge advantage over my excel spreadsheets or my brokers spreadsheet which only compare to purchase price.

I have been (and still am) a Sharesight user - both platforms have their own features - i find Navexa a much more useful tool for the individual investor - Navexa is all about maximising one's portfolio returns rather than just reporting on the content (something Sharesight does very well)

Terrible software. Wouldn’t connect to brokers at all. Customer service is just an ai bot. Scam software stole my money and false advertising

I created three portfolios for the family and have just completed this year's tax returns. Have used the help support and all positive so far

Very easy to input trades direct from multiple accounts.

Happy with the service, thank you

Online help, has been very good as I have setup system.

It has been great so far

I have just started using the system and it gives a fantastic overview to your position and how you are tracking with your investments.