Adding your first investments

To start using Navexa you will need to add your investments into your account.

We’ve made this as simple as possible, by first generating you a portfolio called ‘Main Portfolio’. (Navexa supports multiple portfolios on our paid plans).

From here there are two ways of adding your investments:

  • Use the bulk uploader to upload multiple holdings at once — This is the best method to use if you have a large number of investments to add to your account.

After you have added your investments, you can start enjoying all the features of Navexa, such as performance tracking, dividend return performance and more.