Navexa Live: X-Ray, Roi and the 80/20 question
Watch the 11 November Navexa Live replay: Portfolio X-Ray, Roi prompts, the updated app and James’s 80/20 portfolio example, with slides and audience questions.
In this article
You can add extra portfolios to eligible Navexa Standard and Premium plans in both AUD and USD. Basic includes one portfolio: to add more, upgrade to Standard or Premium.
Perhaps you’re starting an SMSF, tracking a joint account or helping a family member keep their investments organised. If your current Standard or Premium plan has the features you need, an extra portfolio can give you more room without changing plan.
Which Navexa plans allow extra portfolios?
Standard and Premium support paid extra portfolio add-ons. The same eligibility applies to Australian customers paying in AUD and global customers paying in USD.
| Plan | Included portfolios | Need more? |
|---|---|---|
| Basic | 1 | Upgrade to Standard or Premium. |
| Standard | Up to 3 | Purchase extra portfolios on an eligible subscription. |
| Premium | Up to 10 | Purchase extra portfolios on an eligible subscription. |
Eligible Standard and Premium subscriptions can have up to 20 portfolios in total, including those already included in the plan. Navexa Pro uses separate per-portfolio pricing for firms and does not use these add-ons.
Compare current features and prices on the AUD pricing page or USD/global pricing page.
Should you add a portfolio or upgrade?
The decision depends on your current plan, how many portfolios you need and whether you also want more features.
Add to Standard or Premium
Your plan already has the reporting tools you use, but you’ve reached its portfolio limit.
For example, a Standard customer might need a fourth portfolio to track a family member’s investments.
Upgrade your subscription
You’re on Basic and need a second portfolio, or you want more features alongside a higher included allowance.
Compare the total cost of your current plan plus add-ons with the plan you’re considering.
You can keep investments from multiple brokers in one portfolio when they belong to the same owner or entity. A new broker account does not automatically mean you need another portfolio. Keep different owners and entities separate.
How to add extra portfolios in Navexa
On an eligible Standard or Premium subscription, you can increase your allowance from billing or while creating a portfolio.
From Billing & Subscription
- Click the Account icon in the top-right corner.
- Select Billing & Subscription.
- Under Plan & Limits, find Portfolio limit.
- Select + to increase the limit.
- Review the amount payable today and the ongoing cost, then select Save to confirm.
From Manage Portfolios
- Open the portfolio selector and choose Manage Portfolios.
- If you’re at your limit, select Add Portfolio.
- Enter the new portfolio’s name and tax residency.
- Review the displayed cost, then confirm the payment to create the portfolio.
For screenshots and troubleshooting, see Add Extra Portfolios To Your Navexa Subscription in the Help Centre.
How are extra portfolios billed?
Navexa shows the charge before you confirm. The amount depends on your subscription currency, billing period and next renewal date.
On an annual subscription
Part of the year now. The full year at renewal.
- When you add a portfolio
- Pay a pro rata amount for the time remaining until your next annual renewal.
- At your next renewal
- The full annual extra-portfolio cost is added to your subscription payment.
Your account shows the amount payable today and the ongoing cost before you confirm.
New customers pay annually on every AUD and USD plan. The full annual subscription amount is paid upfront; monthly billing is not available to new customers.
Common questions about extra portfolios
Can I add a second portfolio on Basic?
Basic includes one portfolio and does not offer extra portfolio purchases. Upgrade to Standard or Premium to add more portfolios.
Can I add portfolios on a legacy plan?
Extra portfolios are not available while remaining on legacy pricing. Move to a current Standard or Premium plan to purchase them. If you hold a Long Term Investor plan or deal, contact Navexa Support about your options.
Do these add-ons apply to Navexa Pro?
No. Pro is designed for firms managing client portfolios and uses separate per-portfolio pricing. See Navexa for financial advisers or contact support about your requirements.
Make room for your next portfolio
On Standard or Premium, review the cost in your account. On Basic, compare the plans before upgrading.
This article is general information only, not personal financial or tax advice. Review the plan, allowance and billing details shown in your account before confirming a subscription change.
