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Trusted by thousands of investors

Track All Your Investments Together

See every aspect of your investment performance, gains, income, diversification, contributions analysis & more.

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Connect All Your Trading Accounts

Connect share trading & crypto exchange accounts using Navexa’s seamless, simple integration options to bring all your portfolio information together.

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Track Stocks, Crypto & More

Now you have a single source of truth for all your investments. Track, analyze & compare your performance across all your assets & portfolios without manual updates or fragmented data.

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Make Smarter Investing Decisions

Navexa gives you multiple ways of analyzing your investment performance — from simple & CAGR returns, to detailed metrics on capital gains, dividend income, currency & more.

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I've used portfolio trackers before. But nothing comes close to Navexa in terms of the quality of the data, visualizations and support.

Navexa is now my #1 destination for everything I want to know about my investments.

Jesse Read Navexa Plus subscriber

Fast Investment Tax Reporting

Now you can calculate & optimize capital gains and taxable income for your whole portfolio in a click.

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CGT, Taxable Income & More

No more manual calculations or expensive fees. Calculate and create your portfolio’s capital gains & income reports in a single click.

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Navexa Portfolio Value

Optimize Your Capital Gains

Your Navexa account gives you the power to change tax strategies — and apply previous years’ losses to your CGT report — for greater control at tax time.

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Simulate Tax Scenarios

Plan and prepare for potential tax events. Simulate capital gains on open positions across your entire portfolio with your account’s Unrealized CGT tool.

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