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The completely rebuilt Navexa mobile app is now available on iOS and Android.
This is not a small update or a fresh coat of paint. We rebuilt the app from the ground up to bring much more of the Navexa web experience to your phone.
Earlier this year, we introduced a redesigned Navexa web platform. As Navexa has grown, we have added more tools, reports, workflows and ways to explore your portfolio data.
The mobile experience needed to grow with it.
More Of Navexa, Wherever You Are
The previous mobile app was useful for quickly checking a portfolio, opening a holding or managing a trade.
But it only offered a small part of the complete Navexa experience.
The new app gives you far greater access to your portfolio data, reports and account tools without needing to be at your computer.
From your phone, you can now:
- Review your portfolio’s value, return, capital gain and income
- Explore interactive charts across different time periods
- Switch between percentage and dollar-based performance
- Open individual holdings and review trades, income and key statistics
- Add and edit investment transactions
- Switch between portfolios
- Filter, sort and group your holdings
- Access connected accounts, custom groups and account settings
- Use light or dark mode
- Contact the Navexa support team from inside the app
You can also access Navexa AI from the mobile app, with further AI improvements already in development.
Portfolio Reports In Your Pocket
One of the biggest changes is the addition of reporting.
The app now gives you access to many of the reports previously associated with the desktop experience, including:
- Performance Breakdown
- Diversification
- Income Calendar
- Tax Overview
- Capital Gains Tax
- Unrealised Capital Gains
That means you can check upcoming income, review the investments driving your returns or open important portfolio and tax information while you are away from your desk.
For example, you could review your current capital gains position before speaking with your accountant or open a portfolio report while travelling.
Feature and report availability may depend on your Navexa plan, portfolio settings and the investment data recorded in your account.
Designed To Feel Like Navexa
An important goal throughout the rebuild was consistency.
The app should not feel like a separate, simplified product. It should feel familiar to anyone who already uses Navexa on the web.
The colours, charts, navigation, filters and portfolio structure have been designed to match the new Navexa platform as closely as possible.
You can customise how your holdings are displayed, choose the figure you want to focus on, sort your investments and move between simple and more detailed views.
Some specialised importing or account workflows may still open the Navexa web experience while we continue bringing more functionality directly into the native app.
Watch The App Launch Webinar
We launched the new app during a live webinar, where the Navexa team walked through the new home screen, portfolio reports, holding pages, tax tools, navigation, support and more.
The session also included questions from Navexa users and a look at some of the features we are developing next.
Download The New Navexa App
The new app is available now:
Already have the Navexa app installed? Update the existing app through the App Store or Google Play.
Because this is a complete rebuild, you may be asked to log in again after updating. You can use your existing Navexa account details.
Mobile App Help And Support
We have also created a dedicated collection of guides explaining how to use the new mobile experience.
Visit the Navexa Mobile App Help Centre collection for help with the home screen, portfolios, holdings, transactions, reports, connected accounts and account settings.
You can also search the complete Navexa Help Centre or open the support messenger directly from inside the app.
This Is The Starting Point
Rebuilding the app has given us a stronger foundation for future mobile development.
It means we can bring new Navexa features to mobile more quickly, improve the experience across phones and tablets, and keep the web and mobile platforms much more closely aligned.
We will continue refining the app and adding more functionality.
After exploring it, send us your feedback through the in-app support messenger. Tell us what is working well, what could be clearer and what you would like to do from your phone next.
Better portfolio visibility, wherever you are.
Download the new Navexa app today from the Apple App Store or Google Play.
Frequently Asked Questions
Do I need to create a new Navexa account?
No. You can log in to the mobile app using your existing Navexa account details.
Will the existing Navexa app update automatically?
Depending on your device settings, the app may update automatically. You can also open the App Store or Google Play and update it manually.
Why do I need to log in again?
The new app is a complete rebuild. Existing users may need to log in again once after installing the new version.
Are Navexa reports available in the mobile app?
The new app includes access to portfolio performance, income, diversification and tax-related reports. Availability may depend on your plan, portfolio settings and recorded investment data.
Where can I get help with the app?
Open the support messenger from inside the app or visit the Mobile App Help Centre collection.
Disclaimer: This article is general information only. Navexa provides portfolio tracking and reporting tools but does not provide personal financial, legal or tax advice. Platform features and plan inclusions may change, so check the latest Navexa information before relying on feature availability.
