Accurate portfolio tracking for high-performance investors

Switch to the highest-rated portfolio tracker on the market. 

  • Fully automated tracking
  • Sync your trading accounts
  • Bank-grade security

One dashboard for all your investments

Track all your investments in one place

Navexa gives you accurate, fast, detailed tracking for:

  • Stocks (NYSE, NASDAQ, LSE, European markets & more)
  • Cash accounts
  • Unlisted investments
  • Cryptocurrencies
  • Property

Your Navexa account automatically tracks your performance, your capital gains, income, currency gains and trading fees.

Just connect your broker accounts and let Navexa handle the rest.

Benchmark your investment performance

Navexa account lets you benchmark portfolios and individual holdings against any fund or index.

Unlike most tools, we show you every individual component of your investment performance:

  • Annualized performance
  • Capital gains
  • Income performance
  • Currency gains
  • Total return

Year-round taxation insight & control

Navexa is the most precise tax reporting tool for Australian investors.

We save you more time, remove more stress, and give you more control over your investment tax calculation and optimization than any other platform.

  • Capital gains
  • Taxable income
  • ATO MyTax autofill
  • Manual parcel selection 
  • Custom CGT strategies 
4.6 / 5 stars 
Highest-rated tracker
$2 billion +
Portfolio value tracked
1 million +
Unique trades tracked

Seamless integration with hundreds of brokers

Never manually update a trade ever again. If we don’t already support your broker, we’ll make it happen.

Pricing

Monthly
Annually
Save 6 months with annual plans

Great for tracking & reporting on a single small portfolio.

$7.50/month
$90.00 billed annually
Everything in Free
  • Unlimited holdings
  • 1 Portfolio
  • Tax reporting
Popular

Standard

Perfect for investors tracking & reporting up to 3 portfolios.

$10.50/month
$126.00 billed annually
Everything in Basic
  • Unlimited holdings
  • 1-3 Portfolios
  • Advanced reporting

Best for experienced investors managing multiple entities.

$16.00/month
$192.00 billed annually
Everything in Standard
  • Unlimited holdings
  • 1-10 Portfolios
  • Advanced reporting

Best for investing professionals like accountants, advisors, and family offices.

$99.00/month
Starting from
Everything in Free
  • Unlimited holdings
  • 10+ Portfolios
  • Advanced reporting

Great for tracking & reporting on a single small portfolio.

$10.00/month
Billed monthly
Everything in Free
  • Unlimited holdings
  • 1 Portfolio
  • Tax reporting
Popular

Standard

Perfect for investors tracking & reporting up to 3 portfolios.

$14.00/month
Billed monthly
Everything in Basic
  • Unlimited holdings
  • 1-3 Portfolios
  • Advanced reporting

Best for experienced investors managing multiple entities.

$21.00/month
Billed monthly
Everything in Free
  • Unlimited holdings
  • 1-10 Portfolios
  • Advanced reporting

Best for experienced investors managing multiple entities.

$99.00/month
Starting from
Everything in Free
  • Unlimited holdings
  • 1-10 Portfolios
  • Advanced reporting

Navexa vs. Your Other Tracking Options

Features
Spreadsheets
Other Trackers
Full Performance Tracking (Including Income, Currency, Trading Fees)
Some
Automated Dividend Reinvestment Tracking
Some
Full Income Reporting
Some
Performance Benchmarking
Some
All Trades Report
Some
Full Crypto Reporting (Including Staking)
Track Portfolio On Mobile
Seamless Broker Integrations
Some
Xero Integration
Some
Coming Soon
1-click Tax Reporting
Bank-grade Security
ATO myTax Report
Manual Parcel Selection
CGT Strategies
Some
Pricing
Free (but risky)
$25/mo
$15/mo

Frequently Asked Questions

What can I track with Navexa?

Everything. We use official market data to deliver near real-time price and performance tracking. This includes the ASX, NYSE, NASDAQ, LSE, European exchanges and cryptocurrency markets. You can track gains, losses, incomes, currency return, trading fees, staking rewards, corporate actions (like mergers). You can also track Australian managed funds, cash accounts, and unlisted investments like property. 

How long does it take to upload data?

Just a few minutes. We have multiple ways you can add portfolio data to your Navexa account, from automated import to manually adding individual holding information. 

What happens at the end of my 14-day trial?

You select the plan that suits you best, and subscribe on either an annual or monthly basis. 

Is my portfolio data safe?

Navexa uses three layers of bank-level security. We use OAuth authentication, HTTPS communication, 100% data encryption — plus an additional layer of encryption between our servers and your browser. This means nobody can intercept the information passing between you and us. 

Does the tax reporting actually work?

It does. We’re proud to offer the most comprehensive and precise investment tax calculation, optimization and reporting for Australian investors. You can handle your capital gains, taxable income, preferred CGT strategies and more with your Navexa account. 

Why don’t you offer a free plan?

Because we serve investors who take their portfolio tracking seriously. We track billions of dollars worth of investments, and this requires significant digital resources. We prefer to use those resources for our paying customers, rather than support those who don’t believe in paying for a high-quality tracking account. 

Can I track on mobile?

Yes. We have a mobile app for iPhone and Android. You can track your portfolio, edit trades and more.

Does Navexa replace my accountant?

That’s up to you. We don’t claim to be a replacement for professional investment tax advice. Navexa is a tool for simplifying and speeding up your tax calculation and reporting. Many of our customers use us to help make their accountant’s job easier (and less costly). 

Can Navexa save me money at tax time?

Absolutely. Depending, of course, on your personal circumstances, and bearing in mind that we do not provide financial or tax advice. Most investors, for example, might struggle to switch between CGT strategies and therefore end up overpaying on their capital gains, when they could use a different strategy to bring that financial year’s obligations lower. With Navexa, you can simulate tax scenarios and test different calculation methods with ease — allowing you to make more tax-efficient decisions.

Start Tracking Your Portfolio

See all your stock and crypto investments’ performance together in one account. Track capital gains, dividend & staking income, trading fees and more.