Plans For Individuals & Professionals
Track & report on shares, crypto, managed funds & more
Free
For investors wanting to try Navexa for an unlimited time.
No additional portfolios
- The Free plan includes:
- Unlimited holdings (stock & crypto)
- Single Portfolio
- Performance tracking
- Dividend tracking
- Currency gain tracking
Standard
For investors ready to automate their portfolio tracking & tax reporting.
+$2/mo per extra portfolio
- The Standard plan also includes:
- One-Click Capital Gains Tax reporting
- One-Click Taxable Income reporting
- Automated cash account tracking
- Portfolio performance benchmarking
- Up to 3X Broker Integrations
Plus
For investors who require advanced portfolio management & tax optimization tools.
+$3/mo per extra portfolio
- The Plus plan also includes:
- Unrealized Capital Gains Tax reporting
- Upcoming Dividends Reporting
- Portfolio Contributions Reporting
- Unlimited Broker Integrations
- Priority customer support
Prices displayed are in AUD including GST.
Using another Portfolio Tracker? We'll buy out the rest of your subscription. Learn more.
| Compare Plans | Free Get Started Free | Standard Get Started Free | Plus Get Started Free |
|---|---|---|---|
| Holdings | Unlimited | Unlimited | Unlimited |
| Portfolios | 1 | 1 | 1 |
| Custom Holding Groups | 1 | 3 | 10 |
| Automated Broker Integrations | 0 | 3 | Unlimited |
| Email Support | Community Forum | Standard | Priority |
| Features | Free Get Started Free | Standard Get Started Free | Plus Get Started Free |
|---|---|---|---|
| Broker Integration | |||
| Dividend Income Tracking | |||
| Automatic DRP Tracking | |||
| Track Unlisted Investments | |||
| Discounted cash flow value calculator | |||
| Weekly performance summary | Limited | ||
| Automatic Trade Adjustments | |||
| Custom Benchmarking | |||
| Cash Accounts | |||
| Portfolio Sharing | |||
| Trade statement attachments | |||
| Dividend statement attachments |
| Reporting & Insights | Free Get Started Free | Standard Get Started Free | Plus Get Started Free |
|---|---|---|---|
| Portfolio Performance Report | |||
| All Trades Report | |||
| All Paid Dividends Report | |||
| Portfolio Diversification Report | |||
| Taxable Income Report (AUS Only) | |||
| Capital Gains Tax Reporting (AUS Only) | |||
| Unrealized Capital Gains Tax Reporting (AUS Only) | |||
| Portfolio Contributions Report | |||
| Dividend Contributions Report | |||
| Upcoming Dividends Report |
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
Frequently Asked Questions
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