Name: Navexa Portfolio Tracker Masterclass
Uploaded: 2021-09-29T22:33:34.000Z
Duration: 52 min 8 s
Description: Navexa founder, Navarre, walks viewers through every screen and button of the Navexa Portfolio Tracker, demonstrating tasks from uploading a portfolio file into a Navexa account, to running automated capital gains tax reports, and creating personal investment goals.

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Feature Management

Performance Testing

Development

Business Intelligence (BI)

Calibration Management

Collaboration

Embedded Business Intelligence (BI)

Enterprise Search

Enterprise

Accounting

Accounting and Tax Services

Financial Risk Management

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Employee Performance Management

HR Management

On-Demand Payment

Payroll

Relocation

Resume Parsing

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Cloud Migration

Cloud Storage

Component Content Management

Configuration Management

Database DevOps

Disk Cloning

Fraud Detection

IT Professional Services

Integration Platform as a Service (iPaaS)

Interoperability

Metadata Management

Network Performance Monitoring

Product Implementation Services

Remote Desktop

Remote Monitoring and Management

Secure Email Gateway

Server Virtualization

Test Management

User Virtualization

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Enterprise Marketing Management

Event Management

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Enablement

Sales Training

Sales

Secure Service Edge (SSE)

Security

Car Rental

Construction Takeoff and Estimating

Direct Secure Messaging

Home Health Care

Insurance Agency Management

Intelligent Document Processing

Medical Office EMR & EHR

Population Health Management

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Navexa

Investment Portfolio Management

Navexa founder, Navarre, walks viewers through every screen and button of the Navexa Portfolio Tracker, demonstrating tasks from uploading a portfolio file into a Navexa account, to running automated capital gains tax reports, and creating personal investment goals.

Navexa Portfolio Tracker Masterclass

Powerful Portfolio Tracking For Intelligent Investors - TIMESTAMPS BELOW!

Navexa founder, Navarre, walks you through every screen and button of the Navexa Portfolio Tracker. Learn everything from uploading your portfolio file into your Navexa account, to running automated capital gains tax reports, creating personal investment goals, and more.

Check out Navexa: https://www.navexa.io
Listen to our Shares For Beginners interview: TBC
Watch AussieMoneyMan review the Navexa platform: TBC

Use the timestamps below to navigate to the section you need!

----------- Contents of this video -----------

00:00 - Introduction
00:20 - Adding portfolio data to your account
04:56 - Automating new trade updates
07:06 - The Portfolio page
16:07 - The Holding page
20:54 - Manage Portfolios
22:10 - Growth & Goals
25:23 - Reports page
25:41 - Portfolio Performance report
26:59 - All Trades report
27:36 - Portfolio Contributions report
28:37 - Portfolio Diversification report
29:50 - All Paid Dividends report
30:55 - Upcoming Dividends report
31:50 - Dividend Contributions report
33:13 - Taxable Income report
34:38 - Capital Gains Tax report
38:42 - Unrealized Gains report
40:07 - Value Calculator
42:40 - Community section
46:02 - Account Settings page
47:18 - Custom Groups
50:24 - Help & Support

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