Pearler
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Get your Pearler tax sorted in minutes

Navexa calculates your CGT automatically, generates ATO MyTax-ready reports, and lets you choose exactly which parcels to sell to minimise your tax bill.

Try Navexa Free14-day trial · No credit card required
Highest-rated tracker
$4B+
PORTFOLIO VALUE TRACKED
1M+
UNIQUE TRADES TRACKED

Portfolio Tracking

Every account. Every asset class. One dashboard.

Stocks, ETFs, crypto, cash, property, international holdings — tracked together automatically. Connect your broker and Navexa syncs your trades.

Portfolio tracking dashboard showing holdings across asset classes

Tax Reporting

Know your CGT before you sell — not after.

See your live CGT position year-round. Choose which parcels to sell to minimise your tax. Generate an ATO MyTax-ready report with every field pre-calculated. Five CGT strategies: FIFO, LIFO, Minimise, Maximise, and Manual.

CGT position and tax reporting

ATO Ready

ATO MyTax report. Ready to copy.

Navexa generates an ATO MyTax-ready report with every field code mapped — capital gains, dividends, franking credits. Copy the numbers straight into your MyTax return, or share read-only access with your accountant so they can check the figures themselves. No spreadsheets. No manual calculation.

ATO MyTax report with pre-mapped field codes

True performance tracking

Annualised returns, capital gains, dividend income, and currency gains — broken down by holding.

Automatic broker sync

Connect your broker and your trades import automatically. 50+ exchanges supported.

Native mobile app

Full iOS and Android app — not just a mobile website. Track your portfolio anywhere.

ATO-ready tax reports

CGT calculations, MyTax-ready reports, manual parcel selection, and five CGT strategies.

How Navexa compares

We'll let the features speak for themselves.

Features
Spreadsheets
Leading Competitors
Navexa
Native mobile app
No
Read-only
✓ iOS + Android
Manual parcel selection for CGT
Manual only
No
Yes
ATO MyTax-ready report
No
No
Yes
7,000+ cryptocurrencies
Manual
✗ (~100 only)
Yes
Real-time CGT position
No
Partial
Yes
Multiple CGT strategies
No
Limited
Yes
Automatic broker sync
No
Yes
Yes
Australian-owned & built
No
Yes
Accountant report sharing
Manual
Yes
Yes
Currency gains tracking
Manual
Partial
Yes

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Whether it be a simple, long term ETF portfolio, up to a more complex SMSF structure — the seamless way in which you can report CGT events at EOFY makes Navexa a critical tool for anyone getting serious about their investments.

Daniel, Trustpilot

Start tracking your portfolio today.

Pearler users get 20% off an annual subscription. No credit card required to start.

Try Navexa Free