Navexa Reviews 

Great service and excellent 'chat' support

I like the relative simplicity, especially when it comes to tax time.
What I don't particularly like is the lack of ability to export all data.
The import functionality is good, but there are some pitfalls and inconsistencies, so checking against the actual contract notes is essential.
It would be very helpful to have the ability to have a cash account for each currency, but that's not currently possible, despite the ability to set the currency for cash accounts.

Followed all instructions for integrating trades, exported the correct CSV from major bank platform, and there were significant errors; negative holdings value, 0 value holdings when it was clear in the spreadsheet that there were recent purchases. Wasted a few hours trying to fix it, and gave up as support was unavailable and ultimately unhelpful. Honestly very surprising for the amount of positive reviews this app has. It just doesn't seem to work with NABtrade.

Easy to use and enables me to view all my investments and their performance in one place. Think the App viewer could be tweaked to provide an optional 2nd level access to more info along the lines of the online platform

This is my 3rd renewal. Dont know why you want me to rate youagain.

Adding new holdings via CSV from my broker not working. I have trouble shooted every problem possibility, and Issue definitively on Navexa side.
The AI bot was not able to assist in achieving resolution and am now waiting on a call from a human in the support centre.

Needs better support - I am not sure my trades are passing through to my account and when I tried to ask for support, I didn't get an answer. Also some of the UI is obscuring data on my phone - which is a pretty new iPhone. These kinds of issues I would expect to be dealt with better considering the cost.

I had been dreading changing from my old no longer supported program but I have been amazed that 7 years of data entry into Navexa took very little time and now I can keep track and update anywhere in the world I travel.

Tax and the ease of importing are its two strengths. It will give you a basic overview for a level of performance tracking. But everything else is pretty basic and underwhelming for a paid platform.

Hopefully they can make it a lot better with time.

Nevexa provides a summary of my trade profit or loss performance, that I use to compare the profit/loss of holding the stock an extra week to understand if my sell decisions was correct.

I like the accessibility to Navexa's key personnel & expertise.
Nearly too much information to digest.
Readiness & willingness of Navexa's personnel to attend to queries.
The chatbot, Fin, is awesome & was more than capable of answering quite detailed queries.

I signed up to have access to reports that I could use for my tax return but the upload from Pearler into Navexa didn't work and the person I emailed about it didn't know how to help me. So I paid for nothing.

Awesome software - clear and straightforward. Helped me to see my investments from a different perspective.

Easy to use, everything I wanted

Once setup, with (in my case, CommSec) using Navexa is straight forward and very useful to manage portfolio accounts. Bought the extra $50 subscription to lift the ATO tax reporting, which I provide to my accountant.

I liked the ease of use and the ability to handle the splits and demergers easily.

Price is too high for the features it has to offer