For individual investors
You manage your own investments. Navexa makes sure you're not flying blind.
Most self-directed investors don't know their true return, can't see their full portfolio in one place, and dread tax time. Navexa fixes all three.
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.”
"Am I actually making money?"
Your brokerage shows a balance. That's not your return.
Your portfolio value went up. But did you actually outperform? After fees, after currency effects, after that stock you held for two years that went nowhere — what's your real, annualised return? Most investors have no idea. They see green and assume they're winning.
Navexa calculates your true annualised return across every holding, every account. Capital gains, dividend income, currency effects — separated and clear. Benchmark against the ASX 200 or S&P 500 and find out if you're actually beating the market.
How performance tracking works →"I don't know what I'll owe the ATO until it's too late."
CGT shouldn't be a surprise in August.
You sold a few positions this year. Maybe you took some crypto profits. You know there's a tax bill coming, but you have no idea how big it is — or whether you could have reduced it by selling different parcels, or waiting two more weeks for the 12-month discount.
Navexa shows your live CGT position year-round. Model a sale before you make it. Choose which parcels to sell. See exactly what you'd owe — and whether waiting is worth it. When tax time comes, generate an ATO MyTax report with every field pre-calculated.
How tax reporting works →"My investments are all over the place."
Three brokers, two exchanges, and a spreadsheet that's six months behind.
You've got ASX stocks in one account, US shares in another, some crypto on an exchange, maybe an ETF you set and forgot. You know you should be tracking all of this together, but it's too much effort to consolidate manually — so you don't. And you can't see the full picture.
Navexa connects to Australian brokers and syncs your trades automatically. ASX, NYSE, NASDAQ, LSE — plus 7,000+ cryptocurrencies, cash accounts, and unlisted assets. Everything in one dashboard, updated automatically.
See supported brokers →"I started a spreadsheet. I regret it."
Spreadsheets break. Navexa doesn't.
It started simple. A few columns, a few formulas. Then you added DRPs, stock splits, currency conversion, franking credits. Now your spreadsheet is a fragile mess that takes an hour to update and you're not even sure it's right anymore.
Navexa handles corporate actions, DRPs, distributions, currency conversion, and franking credits automatically. Every trade recorded at the parcel level. No formulas to maintain. No manual updates. Just accurate data, every day.
“I find Navexa a much more useful tool for the individual investor — Navexa is all about maximising one's portfolio returns rather than just reporting on the content.”
Plans from $20/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.