Track Your Performance.
Calculate Your Taxes.
Build Your Wealth.
Pearler customers: Now you can grow your portfolio with detailed tracking
across your
capital gains,
income & currency gains for all your investments. Calculate your
investment taxes in
seconds
and never overpay in taxes again!
Navexa 'materially improves investor productivity'
Still investing without tracking your portfolio?
Spending hours updating a spreadsheet?
Overpaying investment taxes?
No more!
Start tracking your gains, income & performance.
Get a clear picture of your portfolio's progress in seconds.
Get better investment tax outcomes for a fraction of the cost.
Ditch the admin. Focus on your investing.
Track All Your Investments Together
See every aspect of your investment performance, gains, income, diversification, contributions analysis & more.
Connect All Your Trading Accounts
Connect share trading & crypto exchange accounts using Navexa’s seamless, simple integration options to bring all your portfolio information together.
Try Navexa FreeTrack Stocks, Crypto & More
Now you have a single source of truth for all your investments. Track, analyze & compare your performance across all your assets & portfolios without manual updates or fragmented data.
Try Navexa FreeMake Smarter Investing Decisions
Navexa gives you multiple ways of analyzing your investment performance — from simple & CAGR returns, to detailed metrics on capital gains, dividend income, currency & more.
Try Navexa FreeFast Investment Tax Reporting
Now you can calculate & optimize capital gains and taxable income for your whole portfolio in a click.
CGT, Taxable Income & More
No more manual calculations or expensive fees. Calculate and create your portfolio’s capital gains & income reports in a single click.
Try Navexa FreeOptimize Your Capital Gains
Your Navexa account gives you the power to change tax strategies — and apply previous years’ losses to your CGT report — for greater control at tax time.
Try Navexa FreeSimulate Tax Scenarios
Plan and prepare for potential tax events. Simulate capital gains on open positions across your entire portfolio with your account’s Unrealized CGT tool.
Try Navexa FreeWho We Work With
What 1000+ People Say About Navexa
Navexa Pricing
(Save 50% on annual plans)
Basic
Great for tracking & reporting on a single small portfolio.
- The Basic plan also includes:
-
Unlimited holdings
-
1 Portfolio
-
Tax reporting
Standard
Perfect for investors tracking & reporting on up to 100 investments.
- The Standard plan also includes:
-
Unlimited holdings
-
1-3 Portfolios
-
Advanced Reporting
Premium
Best for experienced investors managing multiple entities.
- The Premium plan also includes:
-
Unlimited holdings
-
1-10 portfolios
-
Advanced reporting
Frequently Asked Questions
How does the referral offer work?
When you subscribe to an annual plan, you will receive 20% off your first years subscription.
This offer only applies to annual subscriptions and must be redeemed within 30 days of signing up.
Which Investments Can I Track In The Navexa Portfolio Tracker?
Navexa tracks stocks and ETFs (listed on the ASX, NASDAQ & NYSE), cryptocurrencies (more than 7,000), mutual funds, cash accounts and unlisted investments (like property).
What Kind Of Tracking & Analysis Does Navexa Provide?
Navexa is packed with tools and features to help you better understand your investment performance.
From asset allocation and portfolio diversification, through to portfolio and dividend contributions, Navexa shows you your simple and CAGR returns, and breaks down your performance by capital gains, dividend income & currency gain.
How Does Navexa Benefit Me At Tax Time?
Our customers choose Navexa because we take the hassle out of portfolio tracking and tax reporting for stock and crypto investments.
Our reports allow you or your accountant to complete your crypto tax forms quickly and confidently. You won't need to manually calculate your taxes again!
What Makes Navexa Better Than Other Platforms?
According to the thousands of investors who use Navexa, there are two main reasons: We allow you to track all your investments in a single analytics account, and we help you crush tax time stress with quick and simple automated reporting.
Plus, our customer & community support are renowned for being fast and friendly.
Can I Track My Portfolio On My Mobile?
100%. Our mobile app for iPhone and Android shows your portfolio and holding performance. The Navexa app shows you a tailored news feed based on the ticker symbols you're tracking in your portfolio.