Plans for every investor

Monthly  Yearly3 months free

Free

Great for beginner investors with a small portfolio.

$0.00
Get Started Free
  • The Free plan includes:
  • 10 holdings
  • 1 Portfolio
  • Performance tracking

Basic

Great for tracking & reporting on a single small portfolio.

$8.00
AUD /mo
Get Started Free
  • Everything in free
  • 20 holdings
  • 1 Portfolio
  • Tax reporting

Standard

Perfect for investors tracking & reporting on up to 100 investments.

$15.00
AUD /mo
Get Started Free
  • Everything in Basic
  • 100 holdings
  • 1-3 Portfolios
  • Advanced Reporting

Premium

Best for experienced investors managing multiple entities.

$20.00
AUD /mo
Get Started Free
  • Everything in Standard
  • Unlimited holdings
  • 1-10 Portfolios
  • Advanced Reporting
Compare Plans
Free
Basic
Standard
Premium
Holdings1020100Unlimited
Portfolios111-31-10
Custom Holding Groups11310
SupportCommunity ForumCommunity ForumStandardPriority
Features
Free
Basic
Standard
Premium
Broker Integration
Dividend Income Tracking
Automatic DRP Tracking
Track Unlisted Investments
Weekly performance summary Limited
Automatic Trade Adjustments
Custom Benchmarking
Cash Accounts
Portfolio Sharing
Trade statement attachments
Dividend statement attachments
Reporting & Insights
Free
Basic
Standard
Premium
Portfolio Performance Report
All Trades Report
All Paid Dividends Report
Taxable Income Report (AUS Only)
Capital Gains Tax Reporting (AUS Only)
Unrealized Capital Gains Tax Reporting (AUS Only)
Portfolio Diversification Report
Portfolio Contributions Report
Dividend Contributions Report
Upcoming Dividends Report

Frequently Asked Questions


What People Say About Navexa


The best software I have found for tracking share trading and the capital gains tax implications of that trading.

Raymond Haynes

Great Product - Customer Service second to none. I've sent multiple emails and they've responded in 5 minutes.

Ben Tenaglia

Great app to follow your stocks and crypto portfolio's performance (including dividends). Customer support is fast and very helpful!

Gonzalo Larraquy

The tax reporting is saving me time at tax time. The tracking of stocks and my wider portfolios is helping me to better gauge my performance.

Graham Klerks

Execllent Software, Even Better Customer Service. I've been using Navexa for about a year and it is great software. It is good value for money, easy to use and the customer service is exceptional.

Tony

Very responsive support team, great functionality in the product and solid engagement for product enhancements.

Matt

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