Already using Navexa to track your investments? Connect your Navexa account to Rask and your holdings and performance data sync automatically every day.
How to connect Navexa
- Go to Settings in Rask.
- Find the Navexa section and click Connect with Navexa.
- You’ll be redirected to Navexa to sign in and approve access to your portfolios.
- After you approve, you’ll come straight back to Rask. We’ll start importing your portfolios automatically.
That’s it — no copy-pasting keys, no Navexa Settings menu hunting.
Prefer to use an API key?
If your account isn’t OAuth-enabled yet, click Use an API key instead below the connect button. You’ll need to grab your key from Navexa under Settings → API and paste it into Rask. Both methods produce the same daily sync.
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
- “Navexa connection failed”: Try the connect button again. If it keeps failing, use the API key fallback or contact support.
- Portfolios not showing: Newly connected accounts can take a few minutes to import. If they still don’t appear, click Import More in Settings to select them manually.
- Sync delay: After the initial connection, it may take a few minutes for your full history to appear in the Portfolio dashboard.
- Disconnected: Re-running Connect with Navexa safely re-grants access — your existing portfolios stay linked.