How to track your St. George portfolio

St. George shows you what you hold. Here's how to see what it's actually earned you — performance, income and fees — with Navexa.

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Navexa is independent of St. George and isn't affiliated with or endorsed by them. We import your trades with your permission, read-only.

Getting your St. George data into Navexa

Historical File Import

Import your trade history via CSV or broker export file.

Email Contract Note Sync

Forward your trade confirmation emails to your personal Navexa address and we'll automatically read them in. Set it up once — every new trade gets imported instantly.

See what your portfolio has actually earned you

Set up Navexa in minutes. Your portfolio updates automatically from that point on — no manual data entry, no spreadsheets, no guessing.

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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 St. George 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 St. George, 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.