For individual investors
The portfolio tracker built for self-directed Australian investors
Track every investment, calculate your CGT automatically, and generate ATO-ready tax reports. No spreadsheets. No guessing. No last-minute scramble.
You're doing it in a spreadsheet. It doesn't have to be that way.
Spreadsheets worked when you had five stocks. They don't work when you've got three broker accounts, ETF distributions, DRPs, crypto, and a growing number of parcels to track.
"I opened up an excel spreadsheet. I spent hours downloading and uploading CSVs of my transaction history and trying to organise the numbers. But the more I worked on it, the harder it got. My head was pounding. My formulas kept breaking. And I couldn't tell if I was minimizing my tax bill or accidentally maximizing it."
All your investments in one place
One dashboard for everything you own.
Stocks, ETFs, crypto, cash, managed funds, unlisted assets — all tracked together in a single account. Connect your broker and trades sync automatically. No more spreadsheets, no more manually reconciling across platforms.
- ASX, NYSE, NASDAQ, LSE and 50+ global exchanges
- 7,000+ cryptocurrencies tracked
- Cash accounts, property and unlisted investments
- Multiple broker accounts — merged automatically
Know your true performance
See what you've actually earned — not just what you think.
Most investors don't know their true return. They look at their portfolio value and ignore fees, dividends, currency effects and corporate actions. Navexa calculates your real annualised return — every component, every account, consolidated.
- Annualised portfolio performance
- Capital gains, income and currency gains separated
- Benchmark against the ASX 200, S&P 500 or any index
- See exactly which holdings are pulling their weight
CGT under control year-round
Know your CGT before you sell. Not after.
Don't wait until July to find out what you owe. Navexa shows your live unrealised CGT position across your entire portfolio, year-round. Model a sale before you pull the trigger — see exactly what you'd owe and whether waiting to hit the 12-month CGT discount threshold is worth it.
- Live CGT position across all holdings
- Manual parcel selection — choose which shares to sell
- Model 'what if I sell now?' before you act
- ATO MyTax report — ready to copy and submit
What customers say
Real investors. Real savings.
“I saved thousands in CGT again this tax year.”
“I almost enjoy tax time now. There's a guilty satisfaction knowing I'm optimizing tax like the top 1% of investors, and it takes me no time or energy.”
“We should have done this years ago. Now we can clearly see what we are doing and where we are going. Decision making just became a lot easier.”
Plans from $27/month. 14-day free trial on every plan.
No card required to start. Cancel anytime.
View all plans and pricing →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.