Navexa announces file importing for CommSec and other key Australian brokers
Portfolio tracking startup, Navexa, has launched improved file importing for customers who trade with six of Australia’s most prominent investment brokers.
‘Import From Broker’ guides customers through a tailored process by which they can quickly and securely obtain and upload a file of their historical trades to their Navexa account.
Navexa founder, Navarre Trousselot, explained that his team has developed specific processes for CommSec, NAB Trade, Westpac Share Trading, ANZ Share Investing, CMC Markets and Stake customers.
“It’s now easier than ever for our customers to add large volumes of historical trades — a key part of our mission to make tracking your portfolio with Navexa a seamless experience.”
Trousselot said that, combined with Navexa’s contract note auto-forwarding service (which allows users to effectively automatically update their portfolio with new buy and sell trades), the new upgrade to historical trade importing makes the platform more accessible and user-friendly.
“Tools that make Navexa more useful to our community are absolutely central to my team’s development schedule this year. We’ll be supporting more brokers — in more markets — before long!”
