Pricing

14-day free trial. No credit card required.

Basic

$20AUD/mo

$240 billed annually

Your tax reports, ready at EOFY

1 portfolio
Unlimited holdings
Broker integration
Dividend tracking
Tax reporting
ATO MyTax report
Get started

Standard

$25AUD/mo

$300 billed annually

See your income coming

All Basic features +
Up to 3 portfolios
Add extra portfolios from $5/mo
Unrealised CGT reporting
Income calendar
Advanced analysis reports
Get started

Premium

$40AUD/mo

$480 billed annually

Choose exactly which parcels you sell

All Standard features +
Up to 10 portfolios
Add extra portfolios from $8/mo
Manual parcel selection
Priority support
10 custom holding groups
Get started

Pro

$180+AUD/mo

Billed annually

Every client and entity, one login

All Premium features +
Client portal
Client & team management
Billing options
Priority support
Book a demo
  • Cancel anytime, with a 6-month satisfaction guarantee
  • Payments secured by Stripe
  • Potentially tax-deductible

All prices in AUD (inc. GST). Navexa may be tax deductible — check with your accountant.

Features
Basic
Standard
Premium
Pro

Plans & Portfolios

1
3
10
20+
—
from $5/mo
from $8/mo
from $7/mo
Holdings
Unlimited
Unlimited
Unlimited
Unlimited
Custom Holding Groups
1
5
10
10
Support

Features

Broker Integration
Dividend Income Tracking
Automatic DRP Tracking
Track Unlisted Investments
Weekly Performance Summary
Custom Benchmarking
Cash Accounts
Portfolio Sharing
Crypto
Investment Properties
Trade Statement Attachments
Dividend Statement Attachments

Tax Reporting (Australia)

ATO MyTax Report
Capital Gains Tax Reporting
Taxable Income Report
Unrealised CGT Reporting
Portfolio Valuation Report
Manual Parcel Selection

Reporting & Insights

Benchmark Analysis Report
Portfolio Diversification Report
Performance Breakdown Report
Portfolio Contributions Report
Income Breakdown Report
Income Calendar

Frequently asked questions

Yes. You can upgrade or downgrade at any time from your account settings. Changes take effect immediately, and we prorate the difference.

One portfolio holds everything for one tax entity: you, a joint account, an SMSF, a trust or a company. Keep all the brokers and exchanges for that entity in the same portfolio. Each portfolio gets its own performance and tax reports. How to set up your portfolios

Yes, on Standard and Premium. Add extra portfolios any time from your account, priced per portfolio: from $5/mo on Standard and $8/mo on Premium (annual billing), up to 20 portfolios in total. Basic includes one portfolio — upgrade to Standard for more.

At the end of your 14-day trial, you choose the plan that suits you and subscribe. No charge until you select a plan.

Yes. We offer a six-month money-back guarantee. Cancel and email help@navexa.com within six months of your first payment and we'll refund every subscription fee you've paid, no questions asked. It's written into clause 20.6 of our Terms.

Yes. Cancel from your account settings at any time. Access continues until the end of your current billing period.

Not necessarily. Navexa simplifies tax calculation and reporting. Many customers use it to make their accountant's job easier and less costly. We do not provide tax or financial advice.

Know the gain before you sell.

Join thousands of Australian investors who see the capital gain on every parcel before anything is sold.

Try Navexa Free14-day free trial · No credit card required