{"id":387,"date":"2024-08-06T05:01:51","date_gmt":"2024-08-06T05:01:51","guid":{"rendered":"https:\/\/diversiview.online\/partner-directory\/?p=387"},"modified":"2025-06-13T02:44:02","modified_gmt":"2025-06-13T02:44:02","slug":"navexa","status":"publish","type":"post","link":"https:\/\/diversiview.online\/partner-directory\/navexa\/","title":{"rendered":"Navexa"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\" style=\"margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"320\" height=\"320\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Navexa-logo-1.png\" alt=\"Navexa Integration with Diversiview.\" class=\"wp-image-388\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Navexa-logo-1.png 320w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Navexa-logo-1-300x300.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Navexa-logo-1-150x150.png 150w\" sizes=\"auto, (max-width: 320px) 100vw, 320px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-0ac58dbe04411eb19028014f96614373\" style=\"padding-right:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\"><strong>Website<\/strong>: <a href=\"https:\/\/www.navexa.io\/\">https:\/\/www.navexa.io\/<\/a><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-0d54e182247d4e2b2ad7ddbb18b0ffa1\" style=\"padding-right:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\"><strong>Affiliation<\/strong>: Integration<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-83c9be7dcd84a17f07a6b38e090beeb9\" style=\"padding-right:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\"><strong>Description<\/strong>: Navexa is an Australian&nbsp;portfolio tracking software allowing investors to understand their key performance drivers for personal portfolios, SMSFs, trusts &amp; more.<\/p>\n<\/div>\n<\/div>\n\n\n\n<h1 class=\"wp-block-heading has-black-color has-text-color has-link-color has-large-font-size wp-elements-09b657de9b2d04009d45207502d95c6c\" style=\"font-style:normal;font-weight:400\">Uploading Your Portfolio from Navexa Holdings File<\/h1>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-b511845b62d5f0cca06abc37720a061a\">Here&#8217;s a straightforward written guide to uploading your Navexa Holdings file and unlocking valuable insights:<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-51f4bdaf1b5208ba7f86ae6497694ab7\" style=\"font-size:25px\"><strong>1. Access the Portfolio Entry Section:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-black-color has-text-color has-link-color wp-elements-3b11dc1fadba8f23e0047a67848aa84c\">\n<li>From your Diversiview dashboard, locate and click <img loading=\"lazy\" decoding=\"async\" width=\"120\" height=\"37\" class=\"wp-image-506\" style=\"width: 120px;\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/New-Portfolio-button-in-Diversiview.png\" alt=\"New portfolio button in Diversiview\"> on the top right-hand corner of the webpage. This will take you to the New Portfolio page.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-1024x576.png\" alt=\"Create a new portfolio to analyse and optimise in Diversiview.\" class=\"wp-image-508\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-768x432.png 768w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-30e06eab0e11d0e1c2b878c257899123\" style=\"font-size:25px\"><strong>2. Select Navexa Holdings File Type:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-4280e7045d033041a6717d73a2960df5\">\n<li>Select the &#8220;Upload from File&#8221; tab and choose the Navexa holdings file type.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/14-1024x576.png\" alt=\"Getting started upload Navexa Holdings file.\" class=\"wp-image-52\" style=\"width:700px\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"839\" height=\"504\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Diversiview-upload-Navexa-holdings-file-and-analyse-portfolio.png\" alt=\"Diversiview upload Navexa Holdings file and analyse portfolio.\" class=\"wp-image-389\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Diversiview-upload-Navexa-holdings-file-and-analyse-portfolio.png 839w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Diversiview-upload-Navexa-holdings-file-and-analyse-portfolio-300x180.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Diversiview-upload-Navexa-holdings-file-and-analyse-portfolio-768x461.png 768w\" sizes=\"auto, (max-width: 839px) 100vw, 839px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-282a5ba452c86c02d4a30b70b4105be0\" style=\"font-size:25px\"><strong>3. Upload Your File:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-5a1e83faa674bde33a0508b01511b7ae\">\n<li>After choosing the Navexa Holdings file type, click <img loading=\"lazy\" decoding=\"async\" width=\"100\" height=\"31\" class=\"wp-image-514\" style=\"width: 100px;\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Upload-button-in-Diversiview.png\" alt=\"Upload button in Diversiview\"> and select the relevant file you wish to upload.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"550\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-upload-Navexa-holdings-file-and-analyse-portfolio.png\" alt=\"Getting started with Diversiview upload Navexa holdings file and analyse portfolio.\" class=\"wp-image-390\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-upload-Navexa-holdings-file-and-analyse-portfolio.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-upload-Navexa-holdings-file-and-analyse-portfolio-300x161.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-upload-Navexa-holdings-file-and-analyse-portfolio-768x413.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-0b3853b9b1406de4f3786bbe91bca038\" style=\"font-size:25px\"><strong>4. Analyse Your Portfolio:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-caed5ee1d5dda118b071c8afc13bd3f3\">\n<li>After uploading your Navexa portfolio, click the blue &#8220;Analyse Portfolio&#8221; button. You will be redirected back to your dashboard whilst Diversiview analyses your portfolio.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-8c0aa54121fd45b47c9d61bd05c5232d\" style=\"font-size:25px\"><strong>5. View Your Analysis Report:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-0abe880f8d88205ac9c723f34b9632a4\">\n<li>Within a few minutes, your comprehensive portfolio analysis report will be ready for viewing on your Diversiview dashboard.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/18-1024x576.png\" alt=\"Getting started with Diversiview upload csv and review portfolio analysis report\" class=\"wp-image-57\" style=\"width:700px\"\/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-ast-global-color-8-color has-text-color has-link-color wp-elements-b07a9d760efba0c050cb701459dbb91e\">This report offers valuable insights into your portfolio&#8217;s asset allocation, risk profile, and potential areas for improvement.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-ddfc43f58184501fa029fdad1dc8dc53\">To learn more about your Diversiview portfolio analysis <a href=\"https:\/\/diversiview.online\/help\/?page_id=411\">click here.<\/a><\/p>\n\n\n\n<p class=\"has-ast-global-color-8-color has-text-color has-link-color wp-elements-f222ecd9adc1e94f88dad10e07cfb3fc\">By following these steps and exploring the additional resources provided, you&#8217;ll be well on your way to making informed investment decisions.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Website: https:\/\/www.navexa.io\/ Affiliation: Integration Description: Navexa is an Australian&nbsp;portfolio tracking software allowing investors to understand their key performance drivers for [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"Diversiview Integration | Navexa - Intelligent Portfolio Tracker","_seopress_titles_desc":"Import your Navexa Holdings File to Diversiview. Get precise portfolio analysis and optimize with efficient frontier analysis based on modern portfolio theory.","_seopress_robots_index":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[36,37],"tags":[8,9,35,16],"class_list":["post-387","post","type-post","status-publish","format-standard","hentry","category-integration","category-portfolio-tracker","tag-broker","tag-integration","tag-navexa","tag-portfolio"],"_links":{"self":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts\/387","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/comments?post=387"}],"version-history":[{"count":2,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts\/387\/revisions"}],"predecessor-version":[{"id":582,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts\/387\/revisions\/582"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/media?parent=387"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/categories?post=387"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/tags?post=387"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}