Performance Tracking

See your true investment performance — not just your balance

Navexa shows you your real annualised return, benchmarks your portfolio against any index, and breaks down every holding — across stocks, ETFs, crypto and more.

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Rated by investors
$4B+
PORTFOLIO VALUE TRACKED
3.8M+
TRADES TRACKED

Measured across live Navexa accounts as at 1 August 2026. Portfolio value tracked is the net capital invested in currently open positions, measured at cost and stated in USD; trades tracked counts imported and manually entered transactions. Trustpilot rating and review count are live figures published by Trustpilot.

Annualised performance

The only number that actually tells you how you're doing

Your brokerage statement shows a balance. Navexa shows whether you're actually winning. Annualised return accounts for how long you've held each position, dividends received, trading fees paid, and currency effects — so you know your true return.

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Annualised performance dashboard

Portfolio benchmarking

Are you beating the index? Now you'll know.

Benchmark your portfolio against the S&P 500, a global index, or any single instrument. Answer the question that actually matters: am I doing better than the market?

Portfolio benchmarking comparison

Per-holding breakdown

See exactly which holdings are pulling their weight

A full breakdown by holding — capital gains, dividend income, currency effects, total return — so you know exactly what's contributing and what's costing you.

Per-holding performance breakdown

Annualised returns

Time-weighted performance that accounts for the period you've held each position, dividends, fees, and currency.

Benchmark anything

Compare your portfolio against the S&P 500, a global index, or any single instrument you choose.

Automatic broker sync

Connect your broker and your trades import automatically. 50+ exchanges and 7,000+ cryptocurrencies supported.

Native mobile app

Full iOS and Android app — not a mobile website. Track performance anywhere.

How Navexa compares

We'll let the features speak for themselves.

Features
Spreadsheets
Leading Competitors
Navexa
Native mobile app
No
Read-only
✓ iOS + Android
7,000+ cryptocurrencies
Manual
✗ (~100 only)
Yes
Automatic broker sync
No
Yes
Yes
Annualised return calculation
No
Partial
Yes
Currency gains tracking
Manual
Partial
Yes
Portfolio benchmarking
No
Yes
Yes
Multi-exchange support
Manual
Limited
✓ 50+ exchanges
Dividend & income tracking
Manual
Yes
Yes
Portfolio sharing
Manual
Yes
Yes

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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.

Ian, Trustpilot

Start tracking your true performance today.

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