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.
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.
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.
← Scroll to see full comparison →
“This is a great product. It will save me many hours of managing my portfolio on Excel.”
Start tracking your portfolio today.
Rui Shi users get 20% off an annual subscription. No credit card required to start.
Try Navexa Free