For self-directed investors
Stop guessing about your own money.
Navexa pulls every holding in from every broker, works out what each one actually returned, and turns the same data into the reports your return needs. Shares, ETFs and crypto, in one place, all year.
Read-only broker access. Navexa never places an order or moves money.
- Portfolio value
- $487,250.00
- 11.42%p.a.
- Capital gain
- $96,480.00
- 7.74%p.a.
- Income return
- $38,210.00
- 3.07%p.a.
- Currency gain
- $7,640.00
- 0.61%p.a.
Three steps to set up
How it works
Connect your broker
Link your CommSec, nabtrade, Stake or CoinSpot account, or upload a spreadsheet. 175+ brokers and exchanges connect.
- BuyVAS14 Nov 2025$28,675.00
- BuyBHP02 Oct 2025$16,940.00
- SellAAPL18 Aug 2025$10,236.80
Your trades import automatically
Your history comes with them, as far back as your broker keeps it. Dividends, DRP, corporate actions and AMIT adjustments, all captured.
See what it actually returned
Capital gain, income and currency movement, separated and annualised over any period you choose, with franking credits counted in the income.
Every account. Every asset class. One return.
ASX shares, ETFs, international holdings, crypto and an investment property, tracked together in one portfolio. Connect a broker or an exchange and Navexa syncs your trades, or drop in a file: it reads CSV, XLSX and XLS, which is usually how the older history arrives.
Crypto is taxed on the same capital gains rules as your shares, including the 12 month discount, and Navexa treats it that way instead of sending you to a second tool.
- CBA:ASXCommonwealth Bank of Australia$178,320.0014.20%
- VAS:ASXVanguard Australian Shares ETF$96,340.009.14%
- BTC:CryptoBitcoin$92,400.003.40%
- NVDA:NASNVIDIA Corporation$61,440.0028.85%
- ETH:CryptoEthereum$58,750.0011.80%
“The first platform I tried was not able to import fees from my exchange API. Navexa did this first time with no problems at all, which resulted in significantly different figures for tax reporting.”
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.
Read-only access. Navexa never places an order and never moves money.
Is that better than buying the index?
Put the portfolio next to the ASX 200, the S&P 500 or any index, with the same breakdown on both sides: capital gain, income and currency movement, annualised over the period you choose.
Income
Know what the portfolio pays you, not just what it is worth.
Every dividend and distribution is tracked as it lands, with franked and unfranked amounts separated and franking credits totalled. The income calendar sets out what has been paid and what is still to come, month by month, so the income side of the portfolio is not something you reconstruct in July.
“Overall, I am satisfied with the app. It keeps track of capital gains and dividends and franked credits which I needed badly.”
- BHP:ASXBHP Group Ltd23/09/2026$397.71$928.00
- VAS:ASXVanguard Australian Shares ETF24/09/2026$285.86$667.00
- CBA:ASXCommonwealth Bank of Australia29/09/2026$514.29$1,200.00
Every report your return needs, already worked out.
You are not assembling anything. The reports are built from the trades Navexa already holds, and they are there whenever you open them.
Capital gains tax report
Every disposal for the year, matched to the parcels it came from, with the 12 month discount applied where it is due.
Taxable income report
Dividends and distributions with the franked and unfranked amounts separated, and franking credits totalled.
ATO MyTax report
Your gains and income grouped the way the myTax form asks for them, from shares in Australian listed companies through to units in listed unit trusts. You copy rather than calculate.
Unrealised gains report
What you would owe on everything you still hold, before you decide to sell any of it.
Capital losses tracker
Losses carried forward, and what is left to offset against this year's gains.
Historical cost and valuation
What the portfolio cost and what it was worth on any date you need to state.
- CBAASXMar 2019$31,600
- VASASXNov 2024$8,940
- NVDANASApr 2026$12,480
- BTCCryptoJan 2026-$3,410
Tax readiness
Know what is missing before you lodge, not after.
The reason tax time takes a weekend is usually one holding with a gap in it. Navexa checks the portfolio for you and lists what still needs an answer, so you fix four things in ten minutes instead of hunting for them in a finished report.
How tax reporting worksWhat it checks
- Holdings missing a purchase price or a parcel
- Crypto transactions that have not been matched up
- Dividends and distributions still to be confirmed
- AMIT statements that adjust your cost base
Why the number is right
Built from your parcels, not an average.
When you have bought the same holding more than once, each purchase is its own parcel, and which one you sell changes the tax. Navexa keeps them separate and lets you choose, rather than applying FIFO and moving on. That is also why the reports above can be trusted: the gain is calculated from the parcels you actually disposed of, with the 12 month discount applied where it is due.
It is the difference between a gain you can check and a gain you have to take on faith.
See how parcel selection worksScenarios
Try the sale before you make it.
Line up the sells and buys you are considering and Navexa works out the assessable gain they would add to your year, with the 12-month discount and your carried losses already applied. Change the parcels, change the order, change your mind. Nothing is placed and nothing in your portfolio moves until you do it for real.
See how Scenarios works| Asset | Trade | Net cash | Gain/Loss |
|---|---|---|---|
| CBAASX1 sell · $259,975 proceeds | Minimise CGT · portfolio setting | ||
| Sell5,000 @ $52.00 | +$259,975 | +$186,000 | |
| BHPASX1 sell · $114,575 proceeds | FIFO · this holding | ||
| Sell3,000 @ $38.20 | +$114,575 | -$42,000 | |
| VASASX1 buy | |||
| Buy1,200 @ $104.50 | -$125,425 | ||
| Total | +$249,125 | +$144,000 Realised | |
Your accountant
Hand them the login, not a pile of files.
Export any report to XLSX or PDF, or share read-only access to the portfolio itself. Your accountant sees your full trade history, your CGT position and every report Navexa has generated, without you exporting anything.
Sharing a portfolio sends an invite email to create an account and view the shared portfolio.
Share PortfolioAnd when you get stuck, someone answers.
Tax questions about your own portfolio are the ones no help article covers. Support is the thing customers mention most after the reports themselves.
“The customer support is brilliant especially with tax questions. The youtube videos are a fantastic resource as well.”
“Literally the fastest customer service people ever. I had an issue with my trial, and it was fixed in 20 minutes.”
Investors rate Navexa 4.5 out of 5.
Every one is a real Trustpilot review, and every one links to the review itself. These are the most recent of the 300 rated four or five stars.
Best portfolio tracking
customer, September 2026
Very professional and trustworthy
LOUIS ROREN, September 2026
customer - Marion, September 2026
Useful tool for Australian investors
Eva, September 2026
Must have for anyone invests in stocks
Jimmy Lam, August 2026
I found that this is an excellent tool
Mr Raymond Orr, August 2026
Easy to set up and navigate
customer, August 2026
Fast & Easy
SAAJITH, August 2026
Happy customer
customer, August 2026
Early days so all good so far
customer, August 2026
Great Customer Service
David Harris, August 2026
Best product on the market
Quentin, August 2026
Sj, August 2026
Best portfolio tracking app
Alec L, August 2026
Very good service
Ivor, August 2026
its a great tool
customer, July 2026
Great for total returns and AMIT entry
customer, July 2026
customer, July 2026
Simple and easy
Steve, July 2026
Excellent platform of investment
Thiago Silva, July 2026
I am new to this 1st year investing
stanley, July 2026
Mr Z, July 2026
Fantastic software
Ben, July 2026
Looks nice and easy to follow along
Sam denyer, July 2026
Plans from $20 a month, billed annually.
A portfolio for each entity you hold, so a trust or an SMSF reports on its own rules. Every plan is priced on how many you need.
View all plans and pricingFrequently Asked Questions
- Yes. Connect the brokers you still use and Navexa syncs them. For the rest, drop in a file: it reads CSV, XLSX and XLS, which is usually how older history arrives. You can also enter trades by hand. Whatever you bring in is treated the same way, so a holding assembled from three sources still reports as one parcel history.
- You can still track it. Upload a spreadsheet of the trades, or add them manually, and the holding behaves exactly like a synced one: the same reports, the same parcel matching, the same CGT treatment. Connecting a broker saves the typing, it does not unlock anything.
- Yes, and you should, because they are taxed differently. Each entity gets its own portfolio, and each portfolio carries its own tax entity type, so the CGT discount applied is the one that entity is entitled to rather than a single default across everything you hold.
- AMIT adjustments change the cost base of the units you held, so they change the gain on any later sale. Navexa flags the statements still to be applied in its pre-lodgement check, so you find them before a report is finished rather than after.
- Yes. Dividends are recorded with franked and unfranked amounts separated and the franking credits totalled, and the credits are included in the income side of your return rather than left for you to add up at the end.
- Yes. The unrealised gains report shows what is still held and what selling it would do, parcel by parcel, split into discountable and non-discountable and netted against losses available to offset. You pick which parcels the sale comes from, so the number you see is the number you get.
Still have questions? Visit our help centre or get in touch.
Know where you stand.
Start a 14-day trial, import your trades, and see what your portfolio has actually returned, and the reports behind it, built from your own data before you pay anything.