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.
“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.”
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
Find out if your portfolio is actually 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
Simple, transparent pricing
Join thousands of investors who use Navexa to track their portfolio and stay on top of their finances.
Basic
Great for tracking & reporting on a single small portfolio.
- 1 Portfolio
- Unlimited holdings
- Investment tracking
- Tax reporting
Standard
Perfect for investors tracking & reporting up to 3 portfolios.
- Everything in Basic, plus:
- 1–3 Portfolios
- Advanced investment analysis
Premium
Best for experienced investors managing multiple entities.
- Everything in Standard, plus:
- 1–10 Portfolios
Pro
Best for investing professionals like accountants, wealth managers, and financial advisors.
- Everything in Premium, plus:
- 11+ Portfolios
- Client portal
6-month satisfaction guarantee · 14-day free trial
· No credit card required · Cancel any time
How Navexa compares
We'll let the features speak for themselves.
← Scroll to see full comparison →
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
- 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 autofill, 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. Navexa uses bank-grade security — 256-bit SSL encryption, OAuth broker connections (we never see your broker login), and secure Australian data storage. We don't sell your data to third parties.
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.