Built for Australian investors
Finally understand your portfolio — and stop dreading tax time.
Navexa tracks every investment, calculates your CGT automatically, and generates ATO-ready tax reports. No spreadsheets. No guessing.
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.
“Navexa saved my life seriously. I had so many transactions and had not been able to do my tax return for the past 4 years. Navexa made it all possible.”
“Best portfolio tracker I've used. The CGT reporting alone is worth the subscription — saved me hours at tax time and gave me confidence the numbers were right.”
“I manage an SMSF and personal portfolio. Navexa handles both beautifully — the accountant sharing feature means my accountant can pull reports directly.”
Get started in just minutes
How it works
Connect your broker
Link your CommSec, NAB Trade, Stake, or other broker account — or upload a CSV. Navexa supports all major Australian brokers.
Your trades import automatically
Your full history syncs in minutes. Dividends, DRP, corporate actions, and AMIT adjustments — all captured.
See your CGT and performance instantly
Real-time CGT position, ATO MyTax reports, manual parcel selection, and true portfolio performance — ready from day one.
Portfolio Tracking
Every account. Every asset class. One dashboard.
ASX stocks, ETFs, crypto, property, international holdings — tracked together automatically. Connect your broker and Navexa syncs your trades.
Try Navexa Free
Performance
Understand how your investments are really performing.
Most investors don't know their true return. Navexa shows you annualised performance, capital gains, income, and currency gains — broken down by holding, by account, by period.
Capital Gains Tax
Know your CGT before you sell.
See your full CGT position in real time — unrealised gains, short-term vs long-term, and what you'd owe if you sold today. Make tax-smart decisions before you pull the trigger.
CGT Strategy
Choose exactly which shares to sell.
Most platforms use FIFO and call it a day. Navexa gives you manual parcel selection — pick exactly which lots to sell, or choose a strategy like Minimise, Maximise, FIFO, or LIFO. See the CGT difference before you commit.
ATO Ready
ATO MyTax report. Ready to copy.
Navexa generates an ATO MyTax-ready report with every field code mapped — 18A, 18H, dividends, franking credits. Copy straight into MyTax or send your accountant a read-only link. No spreadsheets.
Try Navexa Free
Ready to see your real returns?
14-day free trial. No credit card required.
Pricing
14-day free trial. No credit card required.
Basic
$240 billed annually
Standard
Most popular$300 billed annually
Premium
$480 billed annually
Pro
Annual billing only
All prices in AUD. Navexa may be tax deductible — check with your accountant.
How Navexa compares
We'll let the features speak for themselves.
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Connect your broker. Never manually enter a trade again.
Navexa syncs directly with your trading accounts — CommSec, Pearler, Stake, CoinSpot, and 60+ more. Your trades import automatically.
Frequently Asked Questions
- No. Navexa is portfolio tracking and reporting software — not a broker, exchange, custodian or bank. You can't buy, sell, hold or transfer money or assets through Navexa, and we never take custody of your funds or investments. Your money and your investments stay with your own broker, exchange or bank. Navexa connects to those accounts to read them: it imports your transaction history so it can work out how your portfolio is performing, and it never places an order or moves money. Navexa also doesn't give financial, investment or tax advice, or recommend investments — the reports it produces are general information based on your own data.
- Navexa is purpose-built for Australian investors. Key advantages: native iOS and Android app, manual parcel selection for precise CGT optimisation, 7,000+ cryptocurrencies, ATO MyTax-ready reports, and Australian-owned and built. Start with a 14-day free trial — no credit card required.
- Yes — you can subscribe for a single month, generate your tax reports, and cancel. No lock-in contracts, no cancellation fees. Your data is retained for 12 months after cancellation in case you return. That said, most users find the year-round CGT visibility — knowing their position before they sell — saves them far more than the annual subscription cost.
- Yes. Navexa tracks 7,000+ cryptocurrencies — significantly more than other Australian portfolio trackers. CGT on crypto is calculated using the same rules as shares (including the 50% discount for assets held 12+ months), and all crypto gains and losses are included in your ATO-ready tax reports.
- Yes. Navexa supports multiple portfolios, making it well-suited for SMSFs. You can track the fund's portfolio separately from personal holdings, generate member-specific tax reports, and share accountant access directly from the platform.
- When you own shares bought at different prices over time, each purchase is a separate 'parcel'. When you sell, the parcel you choose to sell determines your capital gain — and therefore your tax bill. Navexa lets you choose exactly which parcel to sell to minimise (or maximise) your CGT. Most tools only offer FIFO or LIFO. The difference can be thousands of dollars.
- Yes. You can share read-only access to your Navexa portfolio with your accountant directly from the platform. They'll see your CGT report, income report, and transaction history — without you needing to export spreadsheets or send files.
- Most users are up and running in under an hour. If you have a simple portfolio with a supported broker, setup takes minutes — just connect your broker and your trades import automatically. For complex portfolios with 10+ years of history across multiple brokers, it may take longer. Our support team is available to help.
- Yes. Your data is encrypted in transit with 256-bit TLS, encrypted at rest, and stored in Australia. Navexa uses connections that never need your broker or exchange sign-in password — you either sign in with our connection provider, or create a separate read-only access key and give that to us, which you can revoke at any time. We don't sell your data to third parties.
Still have questions? Visit our help centre or get in touch.
Stop guessing. Start knowing.
Join thousands of Australian investors who use Navexa to track every investment, optimise their CGT, and arrive at tax time fully prepared.