Introducing Navexa, the world’s first A.I. investment advisor. 

What Will You Ask Your Portfolio Today?

Suggestions:

Am I beating the market this year?
How can I reduce my CGT?
How diversified is  my portfolio?

The World’s First A.I. Investment Advisor

Talk To Your Investment Portfolio

We use cutting-edge artificial intelligence to give you unprecedented insight into your investment portfolio.

Simply open your Navexa A.I. chat to learn:

  • Which investments are outperforming and underperforming
  • How your portfolio is tracking relative to benchmarks
  • How much income you’re generating
  • Which announcements and news is impacting you
  • How your diversification is shifting
  • And which questions the world’s highest-performing investors ask of their own portfolios

Navexa A.I. produces custom charts in seconds — just tell it what you want to see.

All your investments in a single dashboard

Navexa’s state-of-the-art performance calculation engine gives you instant, in-depth tracking across all your assets and connected accounts.

Track & report on:

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

Securely connect your broker accounts and you’re good to go.

The Most Precise Tax Planning & Reporting in Australia

Navexa gives you unparalleled investment tax support.

Your Navexa account automatically handles:

  • Capital gains tax calculation
  • Taxable income reporting
  • ATO MyTax autofill
  • Manual parcel selection 
  • Custom CGT strategies (FIFO, LIFO, Min/Max gain, Minimize CGT)
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.

What Aus Investors Say after Trying navexa

Easy setup. Uncluttered layout.

Easy to setup 6 portfolios and a group. Clear uncluttered layout. Tax reports will save myself and the accountant a lot of time.

Mark Skinner
2 Jun 2025

Tax reporting made super easy

I was very impressed with how easy and cost effective it was to generate a tax report. I've tried other platforms in the past, and for me, Navexa is hands down the best!

Shane Houstein
1 Nov 2024

This program is absolutely essential

This program is absolutely essential in your “software wardrobe”. Most useful tool to help the share holder at tax time each year.

rfhaynes
19 Mar 2025

The only portfolio tracker you will ever need

Great way to track your portfolio. User interface is intuitive yet simple and easy to understand while simultaneously being complex in how it calculates your tax. In short, the only portfolio you will ever need. Keep up the great work Navarre and team!

James P.
10 Jun 2025

I've used Sharesight before...

I've used Sharesight before... I traded more complexly then than the system could handle. I've settled to ETFs, stocks, bank debt etc, and tried Navexa. Is simpler, connects to more instruments I didn't expect it to. The online support has been excellent. I still have both open but I reckon Navexa is a more realistic offer right now.

Carl Gay
19 Mar 2025

I was impressed with Navexa because...

I was able to import my selfwealth US portfolio without any issues. Another service I was trying out at the time had used Australian ticker codes when I did the import. I use Navexa to generate a tax report to give to my accountant.

Daniel
15 Dec 2024

A must have for Aussie investors

Navexa has transformed how i manage my investments. The platform's user-friendly interface makes tracking multiple portfolios effortless, even across brokers. I appreciate the automated tax calculation ATO-ready reports, which save hours. The divided income calendar and support team is a game changer.

Kylie Capil
19 Jun 2025

I'm really enjoying Navexa

I'm really enjoying Navexa. So much so iv changed the way Im investing. Lots to explore. Very handy features such as Dividend income calander, ATO report made easy. I like the graph comparison against your portfolio vs S&P200. Also the multiple Portfolios function, im was able to dummy up ideas prior implementing in my main profile.

Adam Roberts
15 Feb 2025

Much easier than Sharesight

This is a great product, was super easy to import trades and fix drp share differences. Much easier than sharesight. Has all the features I need to manage multiple portfolios of asx & us shares and crypto investments.

Toby K
19 Sept 2024

Pricing

Monthly
Annually
Save 3 months with annual plans

🤝🏻 Six-month satisfaction guarantee on every plan

Great for tracking & reporting on a single small portfolio.

$20.00AUD/mo
$240.00 AUD billed annually
  • Unlimited holdings
  • 1 Portfolio
  • Investment tracking
  • Tax reporting
  • Navexa A.I.
Most Popular

Standard

Perfect for investors who want all the advanced tools.

$25.00AUD/mo
$300.00 AUD billed annually
Everything in Basic
  • Unlimited holdings
  • Up to 3 portfolios
  • Advanced performance reporting
  • Tax reporting automation
  • Navexa A.I.

Best for experienced investors managing multiple entities.

$40.00AUD/mo
$480.00 AUD billed annually
Everything in Standard
  • Unlimited holdings
  • Up to 10 portfolios
  • Advanced performance reporting
  • Tax reporting automation
  • Navexa A.I.

Best for accountants, advisors, and family offices.

Starting from
$99.00AUD/mo
Everything in Premium
  • Unlimited holdings
  • Unlimited portfolios/entities
  • Advanced performance reporting
  • Tax reporting automation
  • Navexa A.I.

Navexa vs. 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
1-Click Tax Reporting
Bank-Grade Security
ATO myTax Report
Manual Parcel Selection
CGT Strategies
Some
Artificial intelligence
Pricing
Free (but risky)
$25/mo
$20/mo

Frequently Asked Questions

Does Navexa A.I. compromise my account or personal data or security?

No. Your conversations with Navexa A.I. generate prompts we use to give you the answer or insight you need without sending any of your portfolio or personal information to third parties.

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.

Power Your Portfolio With Navexa A.I.

Don’t just track & report on all your investments in one account — speak with Navexa like it’s your personal CIO to gain the insights and leverage you need to make high-impact decisions.