Built for serious investors

See your whole portfolio. Know your true return.

Navexa tracks stocks, ETFs, crypto and property across every broker, and works out what they actually returned.

Trades sync from your broker automaticallyStocks, ETFs and crypto togetherBenchmark against any index
Try Navexa Free
Trustpilot
Trustpilot
14-day free trial · No credit card required

“I like the ease of use, the interaction with my broker transactions and how I can assess performance of my portfolio over discrete time periods. To me this is a huge advantage over my excel spreadsheets.”

$4B+
PORTFOLIO VALUE TRACKED
3.8M+
TRADES TRACKED
4.5
344 Trustpilot reviews

Three steps to set up

How it works

Search for your broker or provider...
Schwab
Interactive Brokers
Fidelity
Robinhood
Webull US
DEGIRO
1

Connect your broker

Link your brokerage account or upload a spreadsheet. 175+ brokers and exchanges connect.

TransactionsImported
  • BuyAAPL14 Nov 2025$10,236.80
  • BuyMSFT02 Oct 2025$7,532.46
  • SellNVDA18 Aug 2025$4,612.14
2

Your trades import automatically

Your history comes with them, as far back as your broker keeps it. Dividends, fees, currency conversions and corporate actions, all captured.

Total return
$21,519.106.57% p.a.
Capital gain
$14,209.96
Income
$11,597.21
Currency
-$4,288.08
3

See your true performance

Capital gain, income and currency movement, separated and annualised, and benchmarked against any index.

Portfolio Tracking

Every account. Every asset class. One dashboard.

Stocks, ETFs, crypto, cash, property and international holdings, tracked together automatically. Connect your broker and Navexa keeps your trades arriving on their own, from any of 175+ brokers and exchanges.

Try Navexa Free
HoldingsAll accounts
HoldingValueTotal return
  • AAPL:NASApple Inc.$176,590.0014.10%
  • VOO:ARCAVanguard S&P 500 ETF$98,420.009.42%
  • BTC:CryptoBitcoin$92,400.003.40%
  • NVDA:NASNVIDIA Corporation$61,440.0028.85%
  • ETH:CryptoEthereum$58,400.0011.80%
Portfolio value$487,250.00

“Excellent platform. Tracks stocks, etfs, crypto, currency, custom investments. Good charting and analytic tools”

Performance

Find out if your portfolio is actually performing.

Most investors don't know their true return. Navexa shows you annualised performance, capital gains, income and currency gains, broken down by holding, by account, by period. Every dividend and distribution is recorded as it lands, and an income calendar sets out what is still to come.

EntityTotal return
Family Portfolio11.42%p.a.
VOO (S&P 500 ETF)8.90%p.a.
Edit benchmark
Family PortfolioS&P 500

“Good software for tracking my stock portfolio performance and benchmarking it against the S&P 500. Pretty easy to use with good support.”

Investors rate Navexa 4.5 out of 5.

Every one is a real Trustpilot review, and every one links to the review itself. These are the most recent of the 300 rated four or five stars.

Literally the fastest customer service people ever. I had an issue with my trial, and it was fixed in 20 minutes. AND importing all of my holdings from other platfforms made my tax return a breeze. The site is easy to use, and extremely efficient. Thanks!

Laura Scott, September 2026

User experience

Overall, I am satisfied with the app. It keeps track of capital gains and dividends and franked credits which I needed badly.

Darek Swiderski, September 2026

Best portfolio tracking

Best portfolio tracking software in the business.

customer, September 2026

Very professional and trustworthy

Very professional and trustworthy. Any issues are immediately attended to and instantly solved.

LOUIS ROREN, September 2026

The company is responsive to questions and its AI help is quite comprehensive. For a non accountant I need to learn the significance of anaylsing how the portfolio is going. It is good to have crypto tracked for tax and all other investments in one place.

customer - Marion, September 2026

Useful tool for Australian investors

Useful tool for Australian investors. Good speedy support too!

Eva, September 2026

Must have for anyone invests in stocks

Much more modern, better looking and easier to undertand than Sharesight. Their support team is fast to response as well. I can't imagine anyone who are serious in buying stocks to go without it (how would you actually know how your portfolio perform otherwise and how would you do CGT?)

Jimmy Lam, August 2026

I found that this is an excellent tool

I found that this is an excellent tool, because I invest mostly outside of Australia I wanted something that has a great knowledge of world markets and I found that with Navexa. I have tried a couple of other tracking tools and they are not as intuitive as this system. Kudos to them and I will continue to pay for a subscription as long as they keep up the great service

Mr Raymond Orr, August 2026

Easy to set up and navigate

Easy to set up and navigate

customer, August 2026

Fast & Easy

Fast, easy and click of the button , Resulta as expacted. EASY integration with commsec International

SAAJITH, August 2026

Happy customer

Navexa is a good platform which is very clear. I can tell the situation at a glance.

customer, August 2026

Early days so all good so far

Early days so all good so far

customer, August 2026

Great Customer Service

James and the team at Navexa are always very helpful and attentive to help enquiries. The you tube videos are very helpful. A product that keeps evolving with the changing environment. Would highly recommend.

David Harris, August 2026

Best product on the market

Best product on the market, highly recommend

Quentin, August 2026

Best portfolio tracking app

Great new app that shows everything you want to know. 10/10 tax reports that make it so easy and you can track your capital gains every year

Alec L, August 2026

Very good service

I have just subscribed to Navexa and the support and onboarding has been excellent. James in particular has been very attentive to my queries and so far I am extremely impressed.

Ivor, August 2026

The Navexa App and website are brilliant

The Navexa App and website is easy to use and navigate with lots of great information. As a new investor Navexa is helping me learn while keeping me engaged. The customer support is brilliant especially with tax questions. The youtube videos are a fantastic resource as well. I highly recommend Navexa.

Kimberley Fleming, July 2026

its a great tool

its a great tool, I like the concept, but I couldnt really do much with it. My case wasn't very hard and ended up doing it myself.

customer, July 2026

Great for total returns and AMIT entry

So easy to finally see total returns for each investment. Makes the cost base adjustment for ETF's super simple - so easy to import the pdf and it's all done. Worth the sub just for that alone.

customer, July 2026

Easy to use platform and great tax reporting function

customer, July 2026

Simple and easy

Simple and easy. And great at tax time

Steve, July 2026

Excellent platform of investment

I'm a beginner investor and got to know Navexa recently. No other platform provides what Navexa does. They navigate the intricate tax legislation offering a good solution. Besides, Navarre add value by sharing videos on YouTube and Webinars. So far, no issue with Navexa. It will assist me to lodge my own tax return due to its reports.

Thiago Silva, July 2026

I am new to this 1st year investing

I am new to this 1st year investing. 2025-2026. I am happy I found Navexa and start with a clean slate from the start.Thank you.

stanley, July 2026

Very helpful to manage trades as well optimising Tax.

Mr Z, July 2026

Read all 300 reviews

What Navexa does not do.

Navexa is portfolio tracking and reporting software. It reads your accounts so it can work out how your portfolio is performing, and that is where it stops.

  • Act as a broker, exchange or trading platform

    You keep trading wherever you already do.

  • Hold your money or assets

    Your funds never leave your broker. You cannot buy, sell or transfer any investments through Navexa.

  • Give financial, investment or tax advice

    We show you your own numbers. What you do with them is up to you and your adviser.

Pricing

14-day free trial. No credit card required.

Save ~25%
Trustpilot
Trustpilot
Trusted by thousands of investors

Basic

$7.5USD/mo

$90 billed annually

1 portfolio
Add extra portfolios from $2/mo
Unlimited holdings
Broker integration
Dividend tracking
Performance reporting
Benchmark against any index
Get started

Standard

Most popular
$10.5USD/mo

$126 billed annually

All Basic features +
Up to 3 portfolios
Add extra portfolios from $3/mo
Diversification breakdown
Currency gain tracking
Income calendar
Advanced analysis reports
Get started

Premium

$16USD/mo

$192 billed annually

All Standard features +
Up to 10 portfolios
Add extra portfolios from $5/mo
Priority support
10 custom holding groups
Get started

All prices in USD.

See detailed plan comparisons →

Connect your broker. Never manually enter a trade again.

Navexa syncs directly with your trading accounts across 175+ brokers and exchanges. Your trades import automatically.

Schwab
Interactive Brokers
Webull US
Fidelity
Robinhood
DEGIRO
Alpaca
Vanguard
Coinbase
Kraken
Binance
Gemini

Read-only access. Navexa never places an order and never moves money.

See all 175+ broker integrations →

“easy to set up and the import process was so very good. I had 4 portfolios and 2 going back 20 years. fav would be you guys go and get all the dividends”

Frequently Asked Questions

No. Navexa is portfolio tracking and reporting software, not a broker, exchange, custodian or bank. You can't buy, sell, hold or transfer money or assets through Navexa, and we never take custody of your funds or investments. Your money and your investments stay with your own broker, exchange or bank. Navexa connects to those accounts to read them: it imports your transaction history so it can work out how your portfolio is performing, and it never places an order or moves money. Navexa also doesn't give financial, investment or tax advice, or recommend investments. The reports it produces are general information based on your own data.
Navexa stands out with a native iOS and Android app, 7,000+ cryptocurrencies, automatic broker sync across 175+ brokers and exchanges, and true annualised return calculations. Start with a 14-day free trial, no credit card required.
Navexa connects to 175+ brokers and exchanges, including Schwab, Interactive Brokers, Fidelity, Robinhood, Webull and DEGIRO, and tracks holdings listed on markets worldwide. Your trades sync automatically.
Yes. Navexa tracks 7,000+ cryptocurrencies with real-time pricing. Crypto staking rewards are tracked as income, and crypto-to-crypto trades are fully supported. All performance reporting works across crypto and traditional assets together.
Navexa calculates your true annualised return, accounting for the timing of each trade, dividends received, fees paid, and currency effects. This gives you a far more accurate picture than simply comparing your current balance to what you invested.
Yes. Depending on your plan, you can track 1 to 10+ portfolios. Each portfolio can contain holdings from different brokers and asset classes, or you can separate them by account, strategy, or entity.
Most users are up and running in under an hour. If you have a simple portfolio with a supported broker, setup takes minutes: just connect your broker and your trades import automatically. For complex portfolios with 10+ years of history across multiple brokers, it may take longer. Our support team is available to help.
Yes. Your data is encrypted in transit with 256-bit TLS and encrypted at rest. Navexa uses connections that never need your broker or exchange sign-in password. You either sign in with our connection provider, or create a separate read-only access key and give that to us, which you can revoke at any time. We don't sell your data to third parties.

Still have questions? Visit our help centre or get in touch.

Your portfolio, finally under control.

Join investors worldwide who use Navexa to track every holding, understand true performance, and never manually enter a trade again.

Try Navexa Free14-day free trial · No credit card required
Trustpilot
4.5 stars from 344 reviews →