Pricing

14-day free trial. No credit card required.

Save ~25%

Basic

$20AUD/mo

$240 billed annually

1 portfolio
Add extra portfolios from $3/mo
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
Add extra portfolios from $5/mo
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
Add extra portfolios from $8/mo
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+
Add extra portfolios
from $3/mo
from $5/mo
from $8/mo
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

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

Yes. Extra portfolios are a paid add-on you can buy any time from your account — available on every plan. They're priced per portfolio by plan, from $3/mo on Basic, $5/mo on Standard, and $8/mo on Premium (annual billing), so you're never capped by your plan's base allowance.

At the end of your 14-day trial, you choose the plan that suits you and subscribe on an annual or monthly basis. 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.

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