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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Highest-rated tracker
$4B+
PORTFOLIO VALUE TRACKED
1M+
UNIQUE TRADES TRACKED

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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