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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Support is good!
Truly Ultimate Portfolio Tracker.
Several features allow easy access to my Portfolio performance. See at a glance annualised returns. Compare growth returns with income returns, annualised over any period. Love the auto update of portfolios with trades, dividends/dividend reinvestment. Zero manual entries required to maintain accurate records. The fact that prices come direct from exchanges and do not rely on Yahoo/Google is a fabulous feature. Great value, cost easily recouped by better managed portfolio.
Fairly easy to set up
Fairly easy to set up. Great for measuring portfolio performance. Great for tax planning.
Tax reporting made super easy
I was very impressed with how easy and cost effective it was to generate a tax report. I've tried other platforms in the past, and for me, Navexa is hands down the best!
Punctual and good price
Works well for me
Works well for me with lots of features. Took quite a bit of time to load 20 years of data from Quicken 2008 but so much better now its all done.
Makes tracking your investments that much easier
Have been using Navexa for a couple of years and have found it a great product. Easy to navigate, solid feature set and makes monitoring your returns straightforward.
After years of trading and investing without these kinds of tools, this was well worth the subscription price.
Well done team.
Fantastic platform
Fantastic platform - intuitive, clear and supremely helpful. Excellent support from Navexa team. Highly recommend
Looks good so far
Looks good so far. Happy with the dividend tracking, customisable groups and column options.
Would like a collapsible graph on the portfolio page, but overall it performs extremely well where it’s meant to: portfolio performance.
Still difficult to import the portfolio…
Still difficult to import the portfolio requiring significant time to do so, which is the time I could spend to calculate what I need manually. Also, was supposed to have a 7 day trial when registering but didn't get that.

Antwoord van Navexa
An easy onboarding process that worked…
An easy onboarding process that worked first go.
Great documentation. From a human factors/usability perspective, the website is clean and lovely to navigate.
From a customer service experience. I've reached out once to customer support and received a reply within 10 minutes! Fantastic! :-)
Well done to Navarre and the team! Keep up the great work.
Benjamin
Definitely recommended
This is a great product, was super easy to import trades and fix drp share differences. Much easier than sharesight. Has all the features I need to manage multiple portfolios of asx & us shares and crypto investments
Exceptional portfolio tracker
Navexa is an exceptional portfolio tracking platform that I highly recommend. After searching extensively for a reliable tool to track my stocks, I found Navexa, and it has exceeded my expectations. The platform is incredibly user-friendly, offering comprehensive features that make monitoring investments a breeze. What sets Navexa apart is its outstanding customer service - responsive, knowledgeable, and always ready to assist. If you're looking for a top-tier portfolio tracker, Navexa is the way to go. I highly recommend it!
World Class support like no other.
i have been looking for something like this for a while. Finally, I found something within my value range in terms of features and pricing.
The support is world class very fast, and super helpful. So good so far.
Navexa - A pleasure to use for all your portfolio tracking needs
Navexa is a fantastic tool to track and manage any investment portfolio, whether it be a simple, long term ETF portfolio, up to a more complex SMSF structure.
Being able to track not only growth, but also the overall impact of Dividends and Franking Credits is critical to get an overall idea of how a portfolio is going.
Add to this though the seamless way in which you can report CGT events at EOFY makes Navexa a critical tool for anyone getting serious about their investments.
Where Navexa outshines their competitors is their responsiveness as the platform grows. This has been the highlight for me, and the main reason why I became a subscriber.
This, coupled with their competitive price point and comparable feature set made it a no brainer on which platform to go with for my SMSF and personal portfolios.
I highly recommend giving Navexa a go.
Still early days using this software
Still early days using this software. Please ask me in 6 months. Good so far
4 and a half
4 and a half.
there was a bug with my coinspot api link where it reported inaccurate returns. i think the asset was luna.
the discrepancy was quite large. it totally distorted my crypto portfolio.
Just started using Navexa
Just started using Navexa, so far so good, it does what I want. Keep up the good work.
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