Plans for every investor
- The Free plan includes:
- 10 holdings
- 1 Portfolio
- Performance tracking
- Everything in free
- 20 holdings
- 1 Portfolio
- Tax reporting
Standard
Perfect for investors tracking & reporting on up to 100 investments.
- Everything in Basic
- 100 holdings
- 1-3 Portfolios
- Advanced Reporting
- 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
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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