I have just started using Navexa and so far everything is simple and easy to use. The only complication is with a broker account however with the changes in Australia( Australian Tax Resident) re capi... Toon meer
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Lees wat reviewers zeggen
The Navexa App and website is easy to use and navigate with lots of great information. As a new investor Navexa is helping me learn while keeping me engaged. The customer support is brilliant especial... Toon meer
I'm a beginner investor and got to know Navexa recently. No other platform provides what Navexa does. They navigate the intricate tax legislation offering a good solution. Besides, Navarre add valu... Toon meer
Suggestion - new clients who are onboarding for first time should get one hour of phone time with a support person to ask all relevant questions at the beginning of their Navexa journey. Once a year... Toon meer
Bedrijfsgegevens
Geschreven door het bedrijf
Track portfolios, performance, dividends and tax reporting in one platform. Free 14-day trial: https://www.navexa.com
Contactgegevens
50 Queen St, 3000, Melbourne, Australië
- help@navexa.com
- navexa.com
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Good platform but security needs to…
Good platform but security needs to have multiple options to recover your account. I got locked out but did eventually get in but 3 to 4 back and forth emails. But got resolved in the end

Antwoord van Navexa
Easy to use and detailed oriented. 5 stars
Transferred my investment information from two platforms easily. Wish I had this years ago. Simple to use and gives great insight into stock history and performance ratios. A great tool if you still do self tax returns.
Great product just needs tweaking a bit
Easy to set up once I had the right csv format. Had easy integration into IBKR. Just some edge issues on the interface and some other stuff (which could be just me) that seem to need fixing.
Good. I think
I'm not a stockbroker, I'm not a mathlete. Just a bloke that needed help with my tax return. It does that bit reasonably well but I still feel I'm using only 5% of the software at best and wish there was a cheaper option that just did the tax and not all the sexy graphs

Antwoord van Navexa
The experience is outstanding!
The experience is outstanding for my portfolio tracking but the most impressive thing is the attention the team show to the community through the ease of technical support and communication for any and all questions.
Great tax reporting
Great tax reporting. Good user interface. I went for a higher level of subscription for the portfolio breakdown feature. Unfortunately all Australian domiciled ETFs just show as Australian financials. Other than that its pretty good.
Help information could be better
It’s been good but some of the help information eg linking emails with platforms (cmc in my case) was inaccurate, pointing me to a different location etc. misguided me so delayed me linking up with integration with confirmations. I eventually found it in cmc by accident.
Great product with great support
Good platform with a lot of potential
Good platform with a lot of potential. Some limitations regarding the specific financial instruments which can be automatically tracked means a lot of manual data entry and management is still required.
Great product
Great product, essential for tax time, reasonable pricing, great and responsive customer support!
Brilliant product
Brilliant product, works perfectly, great customer support! Can thoroughly recommend
Platform functions perfectly
Platform functions perfectly, very accurate and has good features on reporting, especially for tax time.
Log in difficulties
I was able to contact Navarre to help me log in. I had first logged in by Google and forgot that choice. So couldn't log in again with a new password until that avenue of access had been used again. I was doubling up on my accounts. Now all fixed and am very happy with the use of Navexa. At last, I have before me a program which tells me exactly that which I intuitively knew had to be particularized when buying in parcels.
Powerful Portfolio Tracking & Tax Tools - A must have for Aussie Investors
Navexa has transformed how i manage my investments. The platform's user-friendly interface makes tracking multiple portfolios effortless, even across brokers. I appreciate the automated tax calculation ATO-ready reports, which save hours. The divided income calendar and support team is a game changer.
great stuff
excellent software. the developers put a lot of work into it. clean, intuitive layout. dark mode appreciated
The only portfolio tracker you will ever need
Great way to track your portfolio. User interface is intuitive yet simple and easy to understand while simultaneously being complex in how it calculates your tax. In short, the only portfolio you will ever need. Keep up the great work Navarre and team!
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