Navexa Reviews 

Have not employed much to date and I want to do manual checks on some capital gains setup. Have data from four brokers and I have some odd shares (ie FIXD) that are shown not on the ASX but CBOE. I did off market transfers and getting a coherent list of transactions is time consuming. Will complete over the next few weeks

Easy to setup 6 portfolios and a group. Clear uncluttered layout. Tax reports will save myself and the accountant a lot of time.

Gives a good view of total portfolio performance. Simplifies tracking of international holdings.

The team were able to support my individual needs and a timely manner.

Update, I have found a glitch or two but once it was manually updated it is much more accurate and does have some useful tracking features.Still a little expensive.

I've used Sharesight before... I traded more complexly then than the system could handle. I've settled to ETFs, stocks, bank debt etc, and tried Navexa. Is simpler, connects to more instruments I didn't expect it to. The online support has been excellent. I still have both open but I reckon Navexa is a more realistic offer right now.

This program is absolutely essential in your “software wardrobe”. Most useful tool to help the share holder at tax time each year.

It's works fine but is severely over priced for what it does with arbitrary limited put in place to force customers onto more expensive plans. Even the basic plan is too expensive to provide realised value.

Any questions I had were promptly answered.

A great platform for tracking my SMSF and supplying US accountant with calendar year results

I'm really enjoying Navexa. So much so iv changed the way Im investing. Lots to explore. Very handy features such as Dividend income calander, ATO report made easy. I like the graph comparison against your portfolio vs S&P200. Also the multiple Portfolios function, im was able to dummy up ideas prior implementing in my main profile

I like the overall features and ease of use. I did notice some minor bugs but nothing overly bad. Syncing my Stake holdings makes everything such a convenience. I only gave 4 stars because they need to add Swyftx to the import, which is my crypto exchange, surprised they don't have it since its very popular in Australia.

So far so good. Little bit buggy but can work with it. Liking it so far

I recently started using Navexa, an investment portfolio tracking application, and it has greatly exceeded my expectations. Whether tracking shares or crypto investments, this app meets all major criteria for comprehensive investment tracking. Navexa offers a robust suite of features that allow seamless monitoring of investments, providing real-time updates and valuable insights into portfolio performance.

One of the standout features is its excellent customer assistance service. The support team is prompt in resolving issues and goes above and beyond by offering personalized recommendations on how to leverage the app's features effectively. I encountered a minor issue over a weekend, and it was resolved overnight, even on non-business days, reflecting the company's dedication and efficiency.

In summary, Navexa is an exceptional investment portfolio tracking application that excels in both functionality and customer service. I highly recommend it to anyone looking to manage their investments effectively and with ease.

Australian made. Constantly improving. Hears feedback and responds.

Never got a response to my email enquiring whether the two week free trial was available with the 50% off special!

I was impressed with Navexa because I was able to import my selfwealth US portfolio without any issues. Another service I was trying out at the time had used Australian ticker codes when I did the import.
I use Navexa to generate a tax report to give to my accountant.

import feature works well as does adding DRP, would prefer a monthly rather than annual pricing mdel

I have used Navexa about 18 months ago and it didn’t really do what I was hoping and, I was a bit sceptical about how secure my information was considering my broker details and trading contract notes were going direct to Navexa.
Over the past 18 months or so Navexa has enhanced its operation and how the platform works, making it a user friendly and comprehensive trade tracker complete with a huge range of reports including the most important a TAX report that is very handy.
Great to have joined back up again and appreciate the help to do so, thanks.