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.
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.
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.
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.
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.
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“This is a great product. It will save me many hours of managing my portfolio on Excel.”
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