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Questions about your account, import issues, or anything else — start here.

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support@navexa.com

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Common questions

How do I import my trades?

Navexa supports automated broker connections, CSV imports, and manual trade entry. Most major Australian and international brokers are supported. Visit the Help Centre for step-by-step import guides for your specific broker.

Which brokers are supported?

Navexa supports direct connections and CSV imports from major brokers including CommSec, NABtrade, Stake, Interactive Brokers, SelfWealth, Superhero, and many more. See the full list of supported brokers in the Help Centre.

How do I get tax reports?

Once your portfolio is set up, navigate to the Tax section in your Navexa account. From there you can generate your CGT report, income summary, and ATO MyTax autofill report. Reports are available on all paid plans.

View all help articles at help.navexa.com →