Navexa Plans & Pricing

Navarre Trousselot November 4, 2021

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We offer four levels of Navexa membership.

We have the Free, Focus, Freedom and Flex plans to choose from.

The Navexa Free Membership

Our Free plan gives you core portfolio tracking tools and functionality.

While you can’t access comprehensive reporting and other key features (like Growth & Goals tracking), you can track a small number of investments and get see your key performance metrics.

Here’s are the main benefits of the Free account:

✅ One portfolio

Up to 10 holdings

Dividend income tracking

Portfolio performance analytics

Limited email updates & customer support

And here’s what you’re missing:

Custom benchmarking

Custom holding groupings

Growth & Goals tracking

Track cash accounts

CGT and portfolio income tax reporting automation

More (see below)

The Navexa Focus Membership

The new Navexa Focus plan is the first of our new paid memberships.
As its name implies, the plan focuses on performance tracking for a single portfolio.

Here’s what you get:

✅ No holding limit

✅ Seven portfolio reports

✅ Up to three custom holding groupings

✅ Full CGT & income tax reporting automation

✅ Growth & Goals tracking & benchmarking

✅ Weekly & monthly portfolio update emails

✅ More customer support (like tech support, feature suggestions)

What isn’t included:

Portfolio Contributions reporting

Upcoming Dividends reporting

Dividend Contributions reporting

The Navexa Freedom Membership

The Navexa Freedom plan is for trackers needing more insight into more than just one portfolio.

As the name suggests, this is the best plan for those who are going ‘all in’ on trying to build financial freedom or achieve early retirement.

Here’s what you get:

✅ No holding limit

✅ Track up to three portfolios

✅ Nine portfolio reports

✅ Up to five custom holding groupings

✅ Full CGT & income tax reporting automation

✅ Growth & Goals tracking & benchmarking

✅ Weekly & monthly portfolio update emails

✅ More customer support (like tech support, feature suggestions)

What isn’t included:

Upcoming Dividends reporting

Priority email support

The Navexa Flex Membership

The Flex plan is the second of our new paid memberships.

Again, we’ve tried to encapsulate the concept of this plan in the name.

Key benefits of the Flex plan:

✅ No holding limit

✅ Multiple portfolios (up to 15)

✅ Comprehensive portfolio reporting (all 10 Navexa reports)

✅ Up to 10 custom holding grouping

✅ Growth & Goals tracking & benchmarking

✅ Priority technical support & feedback channel

Paid Plan Pricing (AUD)

The Focus, Freedom and Flex plans are available on monthly and annual memberships.

Focus Pricing

$19 on a month-to-month subscription ($228 a year).

$14 on an annual subscription ($168 a year).

Freedom Pricing

$22 on a month-to-month subscription ($264 a year).

$16.50 on an annual subscription ($198 a year).

Flex Pricing

$29 on a month-to-month subscription ($348 a year)

$21.50 on an annual subscription ($258 a year).

For more details about each of our plans, check out our Pricing Page.


Navarre Trousselot

Navarre is the Founder of Navexa — a portfolio analytics service made for Australian investors. Navarre left a lucrative corporate developer job to combine two of his passions; investing and entrepreneurship. He created Navexa because he couldn’t find a portfolio analytics service that met his own high standards. Now, he’s focused on helping as many Australians as possible get more from their portfolios through the smart and creative use of data. Follow Navarre on Twitter and connect with him on LinkedIn.

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