Plans for every investor
- The Free plan includes:
- 10 holdings
- 1 Portfolio
- Performance tracking
Basic
Great for tracking & reporting on a single small portfolio.
$8.00
/mo$96.00 billed annually
- Everything in free
- 20 holdings
- 1 Portfolio
- Tax reporting
Standard
Perfect for investors tracking & reporting on up to 100 investments.
$15.00
/mo$180.00 billed annually
- Everything in Basic
- 100 holdings
- 1-3 Portfolios
- Advanced Reporting
Premium
Best for experienced investors managing multiple entities.
$20.00
/mo$240.00 billed annually
- Everything in Standard
- Unlimited holdings
- 1-10 Portfolios
- Advanced Reporting
| Compare Plans | Free | Basic | Standard | Premium |
|---|---|---|---|---|
| Holdings | 10 | 20 | 100 | Unlimited |
| Portfolios | 1 | 1 | 1-3 | 1-10 |
| Custom Holding Groups | 1 | 1 | 3 | 10 |
| Support | Community Forum | Community Forum | Standard | Priority |
| 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
The free trial provides you the full version of the 'Plus' plan for 14 days. This allows you to test out the full Navexa experience.
After the 14 day trial you will be prompted to select a plan. If you select one of our paid plans you will then need to provide your payment details.
The holding limit counts open and closed holdings over all portfolios in your account.
Absolutely! You can switch plan at anytime. Go to the 'Choose Plan' page and select whichever plan you would like to switch too.
In many cases, yes. We can't guarantee this and we always recommend discussing it with your accountant. But, in some instances, due to being a tool that helps you track & report on your portfolio, you may be able to claim a tax deduction for your Navexa subscription.
Absolutely! Security is our primary concern and we have taken many measures to ensure the safety of your data. Our website uses SSL Encryption (note the green padlock in your address bar) so no one can intercept your data between your browser and us. Our databases are also encrypted.
What People Say About Navexa
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