Pricing

14-day free trial. No credit card required.

Save ~25%

Basic

$20AUD/mo

$240 billed annually

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

Standard

$25AUD/mo

$300 billed annually

All Basic features +
Up to 3 portfolios
Manual parcel selection
Unrealised CGT reporting
Income calendar
Advanced analysis reports
Get started

Premium

$40AUD/mo

$480 billed annually

All Standard features +
Up to 10 portfolios
Priority support
10 custom holding groups
Get started

Pro

$99AUD/mo

Annual billing only

All Premium features +
11+ portfolios
Client portal
Client management
Team access
Billing options
Priority support
Contact sales

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

Features
Basic
Standard
Premium
Pro

Plans & Portfolios

Portfolios
1
1–3
1–10
11+
Holdings
Unlimited
Unlimited
Unlimited
Unlimited
Custom Holding Groups
1
5
10
10
Support
Community
Standard
Priority
Priority

Features

Broker Integration
Dividend Income Tracking
Automatic DRP Tracking
Track Unlisted Investments
Weekly Performance Summary
Custom Benchmarking
Cash Accounts
Portfolio Sharing

Tax Reporting (Australia)

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

Reporting & Insights

Benchmark Analysis Report
Portfolio Diversification Report
Portfolio Contributions Report
Dividend Contributions Report
Income Calendar

Frequently asked questions

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.

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