How to track your Canaccord Genuity portfolio and report CGT
Canaccord Genuity gives you a record of your trades, not a capital gains position. Here's how to turn that data into ATO-ready numbers with Navexa.
Navexa is independent of Canaccord Genuity and isn't affiliated with or endorsed by them. We import your trades with your permission, read-only.
Getting your Canaccord Genuity data into Navexa
Import your trade history via CSV or broker export file.
Get your CGT position, not just a trade history
Set up Navexa in minutes. Your portfolio updates automatically from that point on — no manual data entry, no spreadsheets, no guessing.
Independent tracker. Not affiliated with any broker.
Navexa only ever reads your data. We import your transactions to work out what your portfolio has done. We never place trades, move money, or change anything in your Canaccord Genuity account.
Navexa is an independent portfolio tracking tool. We are not a broker, exchange, custodian or bank, and we are not officially affiliated with, endorsed by or associated with the brokerage firms or financial institutions supported by our platform. That includes Canaccord Genuity, which does not sponsor Navexa. All product names and trademarks are the property of their respective owners.
The information on this page is general in nature and does not take your objectives, financial situation or needs into account. It is not financial, tax, accounting or legal advice. Consider whether it is appropriate for you and seek professional advice before acting on it.