Connect NAB Trade to Navexa

NAB Trade (nabtrade) is a popular choice for Australian investors who want a major bank behind their brokerage — but its reporting tools haven't kept up. NAB Trade provides basic transaction records, not the CGT analysis and tax reports that serious investors need.

Navexa imports your NAB Trade history and gives you:

• Real-time CGT position — know what you owe before you sell, not after
• Manual parcel selection — choose exactly which NAB Trade shares to sell to minimise your CGT bill
• ATO MyTax autofill — your capital gains and income, pre-formatted for your tax return
• Dividend and DRP tracking — every distribution captured and reported accurately
• Full portfolio view — NAB Trade holdings alongside any other broker or asset class

Import your NAB Trade history by forwarding your contract note emails to Navexa or uploading a CSV export from your nabtrade account. Once imported, Navexa calculates your CGT position in real time.

At tax time, Navexa generates:

• A capital gains report broken down by parcel and asset
• An income report covering dividends and DRP
• An ATO MyTax-ready summary you can copy directly into your tax return

Whether you've been with NAB Trade for years or just started, Navexa imports your full history — no manual data entry required.

Many NAB Trade investors have held positions for years, often with multiple purchase parcels accumulated through regular investing or DRP. When it's time to sell, which parcel you choose can mean the difference between paying full CGT and qualifying for the 50% discount.

Navexa's manual parcel selection puts you in control — choose exactly which parcel to sell to minimise your tax bill. This level of CGT optimisation isn't available in NAB Trade's own reporting tools.