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Rui ShiNavexa

Exclusive offer from Rui Shi

Accurate portfolio tracking for serious investors

Track your true performance, benchmark against any index, and see exactly what every holding is doing — all in one dashboard.

20% off your first year — $60 off Standard, $96 off Premium

Applied automatically at checkout on any annual plan within 30 days of signing up. Nothing to enter.

Start my 14-day free trialNo credit card required
Six-month money-back guarantee4.5 out of 5 from 349 Trustpilot reviews
  • Every account in one dashboard
  • Live CGT position year-round
  • ATO MyTax with field codes mapped

Investors rate Navexa 4.5 out of 5.

Read all reviews →

Amazing Service

James was amazing to sort out a user created glitch quickly and promptly. He communicated frequently and was very polite and friendly. This is a great product. It will save me many hours of managing my self funded retiree father's portfolio on Excel and provide excellent insurance against inadvertent deletion or overtyping. It also enables me to manage the portfolio remotely. In addition, it provides up to date tracking of his shares and handles Capital Gains Tax Adjustments and transactions simply and effectively (my main requirement).

Toni Ludwig, March 2026

Fantastic software

Fantastic software, great way to manage my portfolio and tax time much easier.

Ben, July 2026

Easy setup. Uncluttered layout.

Easy to setup 6 portfolios and a group. Clear uncluttered layout. Tax reports will save myself and the accountant a lot of time.

Mark Skinner, June 2025

4.5/5
From 349 Trustpilot reviews
$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 as published by Trustpilot when this page was built.

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

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 ReportFY 2026
Portfolio
Whitmore Family Trust
Sale Allocation
Minimise CGT
Capital Gains
  • Total current year capital gains$53,020
  • Net capital gain$29,340
  • Net capital loss carried forward$0
Taxable Income
  • 11SUnfranked Amount$1,240
  • 11TFranked Amount$8,460
  • 11UFranking Credits$3,626
  • 13CFranked distributions from trusts$2,900
  • 13QShare of franking credit from franked dividends$1,243
  • 20EAssessable foreign source income$1,870

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.

Questions about the offer

Create your Navexa account from any button on this page and the Rui Shi referral is recorded against it. When you choose an annual plan within 30 days of signing up, 20% comes off your first year at checkout. There is no code to enter. The discount does not apply to monthly billing.
Yes. Pick an annual plan during your trial or when it ends, as long as it is within 30 days of creating your account, and the discount applies.
The offer is for new accounts: the referral is recorded when an account is created, so an existing account does not pick it up. If you think you should have it, email help@navexa.com.
Cancel any time within six months of your first subscription payment, email help@navexa.com, and every subscription fee you have paid is refunded. No reason required. The full terms are on our refund policy page.

Still have questions? Visit our help centre or get in touch.

Start tracking your portfolio today.

Rui Shi users get 20% off their first year on any annual plan. No credit card required to start.

Start my 14-day free trial