So you’re already using Navexa to track your investments? Great news — you can connect your Navexa account to Rask to have your holdings and performance data sync automatically every day.
Before you start
- You’ll need your Navexa API Key. You can find this in your Navexa account under Settings > API.
- Ensure your portfolios in Navexa are up to date.
How to connect Navexa
- Go to Portfolio Sync in your Rask settings.
- Look for the Navexa section and click Connect.
- Enter a Display Name (e.g., “My Navexa”) and paste your API Key.
- Click Save & Test. Rask will verify the connection immediately.
- Once connected, click Import More to select the specific portfolios you want to bring into Rask.
What gets synced?
- Holdings: Your current quantity and cost base for all assets.
- Prices: Rask uses market close prices to value your holdings daily.
- History: You can choose to import up to 5 years of historical daily balances to populate your growth charts.
Troubleshooting
- Invalid API Key: Double-check that you’ve copied the full key from Navexa.
- Portfolios not showing: Ensure you’ve clicked “Import” for each portfolio you want to see in Rask.
- Sync delay: After the initial connection, it may take a few minutes for your full history to appear in the Portfolio dashboard.