Pricing & Plans

See a detailed comparison of our pricing plans below

Select Your Navexa Plan

Monthly
Annually
Save 6 months with annual plans

Great for tracking & reporting on a single small portfolio.

$7.50/month
$90.00 billed annually
Everything in Free
  • Unlimited holdings
  • 1 Portfolio
  • Tax reporting
Popular

Standard

Perfect for investors tracking & reporting up to 3 portfolios.

$10.50/month
$126.00 billed annually
Everything in Basic
  • Unlimited holdings
  • 1-3 Portfolios
  • Advanced reporting

Best for experienced investors managing multiple entities.

$16.00/month
$192.00 billed annually
Everything in Standard
  • Unlimited holdings
  • 1-10 Portfolios
  • Advanced reporting

Best for investing professionals like accountants, advisors, and family offices.

$99.00/month
Starting from
Everything in Free
  • Unlimited holdings
  • 10+ Portfolios
  • Advanced reporting
Compare Plans
Basic
Standard
Premium
Pro
Holdings
Unlimited
Unlimited
Unlimited
Unlimited
Portfolios
1
1-3
1-10
11+
Custom Holdings Group
1
5
10
10
Support
Community Forum
Standard
Priority
Priority
Features
Basic
Standard
Premium
Pro
Broker Integration
Dividend Income Tracking
Automatic DRP Tracking
Track Unlisted Investments
Weekly Performance Summary
Automatic Trade Adjustments
Custom Benchmarking
Cash Accounts
Portfolio Sharing
Trade Statement Attachments
Dividend Statement Attachments
Tax Reporting (Australia only)
Basic
Standard
Premium
Pro
ATO myTax Report
Taxable Income Report
Capital Gains Tax Reporting
Historical Cost Report
Standard CGT Strategies
Unrealized Capital Gains Tax Reporting
Manual Parcel Selection
Reporting & Insights
Basic
Standard
Premium
Pro
All Trades Report
All Paid Dividends Report
Benchmark Analysis Report
Portfolio Diversification Report
Portfolio Contributions Report
Dividend Contributions Report
Income Calendar

Frequently Asked Questions

What can I track with Navexa?

Everything. We use official market data to deliver near real-time price and performance tracking. This includes the ASX, NYSE, NASDAQ, LSE, European exchanges and cryptocurrency markets. You can track gains, losses, incomes, currency return, trading fees, staking rewards, corporate actions (like mergers). You can also track Australian managed funds, cash accounts, and unlisted investments like property. 

How long does it take to upload data?

Just a few minutes. We have multiple ways you can add portfolio data to your Navexa account, from automated import to manually adding individual holding information. 

What happens at the end of my 14-day trial?

You select the plan that suits you best, and subscribe on either an annual or monthly basis. 

Is my portfolio data safe?

Navexa uses three layers of bank-level security. We use OAuth authentication, HTTPS communication, 100% data encryption — plus an additional layer of encryption between our servers and your browser. This means nobody can intercept the information passing between you and us. 

Does the tax reporting actually work?

It does. We’re proud to offer the most comprehensive and precise investment tax calculation, optimization and reporting for Australian investors. You can handle your capital gains, taxable income, preferred CGT strategies and more with your Navexa account. 

Why don’t you offer a free plan?

Because we serve investors who take their portfolio tracking seriously. We track billions of dollars worth of investments, and this requires significant digital resources. We prefer to use those resources for our paying customers, rather than support those who don’t believe in paying for a high-quality tracking account. 

Can I track on mobile?

Yes. We have a mobile app for iPhone and Android. You can track your portfolio, edit trades and more.

Does Navexa replace my accountant?

That’s up to you. We don’t claim to be a replacement for professional investment tax advice. Navexa is a tool for simplifying and speeding up your tax calculation and reporting. Many of our customers use us to help make their accountant’s job easier (and less costly). 

Can Navexa save me money at tax time?

Absolutely. Depending, of course, on your personal circumstances, and bearing in mind that we do not provide financial or tax advice. Most investors, for example, might struggle to switch between CGT strategies and therefore end up overpaying on their capital gains, when they could use a different strategy to bring that financial year’s obligations lower. With Navexa, you can simulate tax scenarios and test different calculation methods with ease — allowing you to make more tax-efficient decisions.

Start Tracking Your Portfolio

See all your stock and crypto investments’ performance together in one account. Track capital gains, dividend & staking income, trading fees and more.