Navexa Reviews 

Excellent platform for tracking and reporting your share portfolio.

If the developer was to add MFA (or Passkey) for additional security this would get 5 stars.

Great Platform for Beginner Investors alike. It gives you what you need to track your investment. The founder himself is helpful giving you answers and is quick to respond if you have any questions.

Keep up the good work Nav!

Communication and ease of use, makes this very worthwhile to subscribe to.

I used the Naxexa desktop app to connect to my brokers as well as enter manual trades for some old investments. App interface is really well designed and a joy to use. Super smooth and fast screen refresh. I have been using a competitor product to assist with my tax preparation for a number of years (Stockdoctor), in my view Navexa is a better tool for tax management.

Prompt responses to questions, good follow-up too.

This is exactly what I was looking for to track my portfolios. Moving across from Sharesight, Navexa is more customisable to suit my viewing preference. Support is excellent and they continue to improve the user experience.

Navexa is simple to set up and reporting is great. I can see my portfolio performance over time or at a specific point in time, see my tax obligations, have multiple linked cash accounts etc.
And support from the developer, Navarre, is outstanding. I made a typo that resulted in one of the built in reports looking a bit strange. I logged a question not really expecting an answer for a few days. I got a response in less than 10 minutes!

Good software for tracking my stock portfolio performance and benchmarking it against the S&P 500. Pretty easy to use with good support.

Intuitive system to onboard to, was straightforward to upload and build out 5+ years of transaction history to get a true and consistent portfolio view.

Quick turnaround on my questions, with personalized specific answers, and a dedication towards solutions and improvements.

Like this system especially the app. Easy to use .

Able to respond to my questions even before I was a customer.
Always improving the experience

Very confusing and frustrating upgrade. I seemed to have all the benefits of the Standard Plan already. My old plan was only shown as legacy which I paid $180 for last July. Emails sent gave conflicting information such as I did not need to upgrade as I would not loose any benefits, then others stating if I did not upgrade I would end up paying more on future renewals.

Navexa is easy to use and understand tool, making everything task of understanding your portfolio easy and making tax time super simple.

Easy to use. Gives you what you want. Great for researching shares if you wish to use basic back testing. Integration with online broker sites is awesome. Tax reporting is fit for purpose. 5 stars!

Awesome product with concierge like customer support.

I am very impressed with the functionality of the software which ticks many boxes. I think however the eventual reports could be much tidier especially in respect of multiple entity reporting. The individual entity reports are ok but when all entities are on one report there is no delineation of each entity making it very messy & needing to refer back to the individual report to understand who owns what. This could be much better structured to make the main report that tells you everything. All the information is in the system just need a couple of extra columns & a break up of entities but with an overall total.

I'm very happy with the Navexa software.
I have been able to add my shares to my portfolio easily by either manually entering the transactions or by sending in my share contract confirmation emails for Navexa to import automatically. Very easy process.
I did have a couple of minor issues with entering in some more complicated trades but after contacting support was able to resolve the issue quickly.
Overall the software is very easy to use with fantastic customer support. Highly recommend.

Great service and responsive to queries, thank you.