Performance Tracking
Not just your balance. Your true return.
Navexa works out what your portfolio actually returned, annualised over the time you held each position, then gives you the same figure for every holding you own.
“I like the ease of use, the interaction with my broker transactions and how I can assess performance of my portfolio over discrete time periods. To me this is a huge advantage over my excel spreadsheets.”
- $4B+
- PORTFOLIO VALUE TRACKED
- 3.8M+
- TRADES TRACKED
- 4.5
- 345 Trustpilot reviews
Annualised performance
The number your brokerage statement will not give you
A balance tells you what the portfolio is worth. It does not tell you whether that is any good. Navexa annualises your return over the time you have actually been invested and splits it into the three things that produced it: capital gain, income, and currency movement. The three add up to the total, so you can see which one is carrying you.
Try Navexa Free- Portfolio value
- $487,250.00
- 11.42%p.a.
- Capital gain
- $96,480.00
- 7.74%p.a.
- Income return
- $38,210.00
- 3.07%p.a.
- Currency gain
- $7,640.00
- 0.61%p.a.
“Easy to use tool that allows to track true portfolio performance. Many options to customise how data is displayed.”
Portfolio benchmarking
Are you beating the market? Now you will know.
The S&P 500, the Nasdaq 100 and Bitcoin are one click away, or search for any listed security or cryptocurrency and measure yourself against that instead. Navexa charts both over the same period and breaks each one into capital and income, so you can see where the gap actually came from.
Try Navexa Free“Gives a good view of total portfolio performance. Simplifies tracking of international holdings.”
Per-holding breakdown
See exactly which holdings are pulling their weight
The performance breakdown ranks every holding by the dollars it actually contributed, gainers to the right of the line and losers to the left, so the one position dragging on the year is impossible to miss. Switch the bars to capital gain, income or currency to see which part of the return each holding produced.
Try Navexa FreeYour performance updates itself
Connect an account once and your trades keep arriving on their own, from any of 175+ brokers and exchanges. Every return on this page recalculates as they land.
Read-only access. Navexa never places an order and never moves money.
“Easy to use tool that allows to track true portfolio performance. Many options to customise how data is displayed.”
“Transferred my investment information from two platforms easily. Wish I had this years ago. Simple to use and gives great insight into stock history and performance ratios.”
“Was super easy to import trades and fix drp share differences. Has all the features I need to manage multiple portfolios of asx & us shares and crypto investments.”
Frequently Asked Questions
- Your broker shows you what a position is worth against what you paid for it. That ignores how long you held it, the dividends it paid you, the brokerage you paid to get in and out, and any currency movement along the way. Navexa counts all four, then annualises the result over the time you were actually invested, so a 20% gain made over four years is not presented as though it were made in one.
- Yes. Income is one of the three components of total return, alongside capital gain and currency movement, and every dividend and distribution is recorded against the holding that paid it on the date it landed. You can see income return on its own, per holding or across the portfolio, or read the total with everything folded in.
- The S&P 500, the Nasdaq 100 and Bitcoin are one click away, as are the ASX 200 and ASX 50 if you hold Australian shares. Beyond the presets you can search for any listed security or cryptocurrency and use that instead, so you can measure yourself against a single stock, a sector ETF or a fund you were considering. You can also benchmark one of your own portfolios against another.
- Yes. Brokerage goes into the cost base: it is added to what a buy cost you and taken off what a sell returned to you, and it is converted first if you were charged in a different currency to the one the portfolio reports in. The return you see is what the position made you after the cost of trading it.
- Nothing. Navexa does not scale a short holding period up to a full year, so a position you bought three months ago reports what it has actually made rather than a projected annual rate. Annualising only starts once the holding period passes twelve months.
- It appears when a holding is priced in a currency other than the one its portfolio reports in, for example a US listing inside a portfolio you keep in Australian dollars. Navexa separates the part of the move that came from the exchange rate out of the capital gain rather than adding it on top, so capital gain, income and currency gain still sum to your total return. A holding in your own currency has no currency gain.
Still have questions? Visit our help centre or get in touch.
Your portfolio, finally under control.
Join investors worldwide who use Navexa to track every holding, understand true performance, and never manually enter a trade again.