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The portfolio tracker built for serious investors

Track your true performance, benchmark against any index, and know your CGT before you sell — all in one dashboard. Your invite unlocks 25% off an annual subscription on your first year.

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Trustpilot
Trustpilot
Rated by investors
$6B+
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 AUD; trades tracked counts imported and manually entered transactions. Trustpilot rating and review count are live figures published by Trustpilot.

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.

HoldingsAll accounts
HoldingValueTotal return
  • CBA:ASXCommonwealth Bank of Australia$178,320.0014.20%
  • VAS:ASXVanguard Australian Shares ETF$96,340.009.14%
  • BTC:CryptoBitcoin$92,400.003.40%
  • NVDA:NASNVIDIA Corporation$61,440.0028.85%
  • ETH:CryptoEthereum$58,750.0011.80%
Portfolio value$487,250.00

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.

Unrealised gainsIf you sold today
Long term capital gainsHeld over 12 months, eligible for the 50% discount
  • CBAASX
    Mar 2019$31,600
  • VASASX
    Nov 2024$8,940
Short term capital gainsHeld 12 months or less, no discount
  • NVDANAS
    Apr 2026$12,480
Capital lossesAvailable to offset
  • BTCCrypto
    Jan 2026-$3,410
Long term gains$40,540
Short term gains$12,480
Capital losses available to offset-$3,410
CGT concession amount-$20,270
Net capital gain$29,340

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
N/A
No
Yes
Accountant report sharing
Manual
Yes
Yes
Currency gains tracking
Manual
Partial
Yes

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