Question 1

Is Navexa a broker? Can I buy and sell investments through it?

Accepted Answer

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.

Question 2

I'm an accountant. Can I use Navexa for my clients?

Accepted Answer

Yes, two ways. A client can share read-only access to their own portfolio, so you see their trade history, CGT position and every report without them exporting anything. Or you can hold the portfolios yourself on a Pro account, with a client list, your team on their own logins, and the option to invite a client to pay for their own subscription. There is more on the accountants page.

Question 3

I manage portfolios for clients. Is there a version for advisers?

Accepted Answer

Yes. Navexa Pro gives a practice its own client list, priced per portfolio rather than per seat. Create a portfolio you manage, link one you already hold to a client, or invite the client to open their own account and pay for it while you keep the access. Performance and tax reports are the same ones your clients see.

Question 4

Can I just pay for one month at tax time?

Accepted Answer

You can. There are no lock-in contracts and no cancellation fees, and your data is retained for 12 months if you come back. But it's worth knowing what you give up. By the time you're lodging, every sell decision for that year is already made and the tax on them is fixed. The money Navexa saves is made during the year: choosing which parcel to sell, checking whether a holding crosses the 12-month discount next week rather than today, and offsetting gains against losses before 30 June. A tax report tells you what happened. A year-round position lets you change it.

Question 5

Can Navexa handle cryptocurrency?

Accepted Answer

Yes. Navexa tracks 7,000+ cryptocurrencies. CGT on crypto is calculated using the same rules as shares (including the 50% discount for assets held 12+ months), and all crypto gains and losses are included in your ATO-ready tax reports.

Question 6

Does it work for SMSFs?

Accepted Answer

Yes. Navexa supports multiple portfolios, making it well-suited for SMSFs. You can track the fund's portfolio separately from personal holdings, generate member-specific tax reports, and share accountant access directly from the platform.

Question 7

What's manual parcel selection and why does it matter?

Accepted Answer

When you own shares bought at different prices over time, each purchase is a separate 'parcel'. When you sell, the parcel you choose to sell determines your capital gain, and therefore your tax bill. Navexa lets you choose exactly which parcel to sell to minimise (or maximise) your CGT. Other Australian trackers pick the parcels for you with an algorithm. The difference can be thousands of dollars.

Question 8

Can my accountant access my reports?

Accepted Answer

Yes. You can share read-only access to your Navexa portfolio with your accountant directly from the platform. They'll see your CGT report, income report, and transaction history, without you needing to export spreadsheets or send files.

Question 9

How long does it take to set up?

Accepted Answer

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.

Question 10

Is my data safe?

Accepted Answer

Yes. Your data is encrypted in transit with 256-bit TLS, encrypted at rest, and stored in Australia. 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.

Symbol	Price	Quantity	Value	Capital gain	Capital gain %	Income return	Total return	Total return %
ASX
ORE	$2.990 1.02%	440	$1,315.60	$470.80	55.73%	$0.00	$470.80	55.73%
SOL	$45.080 0.47%	350	$15,778.00	$2,779.00	21.38%	$240.00	$3,019.00	23.22%
QBE	$23.390 0.86%	953	$22,290.67	$3,335.50	17.60%	$1,193.83	$4,529.33	23.89%

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Frequently Asked Questions

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