“Saves me days when filling in my tax return.”

- Nic, verified customer

9 Reasons This Portfolio Tracker Is The Easiest Way To Sort Your Investment Taxes In 2025

Here’s why smart Australian investors are now able to sort and reduce their investment taxes in just minutes using the Navexa portfolio tracker.

1. It Generates Your ATO myTax Report In Seconds

Connect your broker accounts. Choose a tax strategy. And generate an accurate ATO myTax report in seconds.

2. Reduce this year's tax burden by switching CGT strategies

Most investors overpay the ATO by only using one CGT strategy. With Navexa, you can switch between five CGT strategies to reduce your tax burden. You could save thousands in 2025 just by switching to 'Minimize CGT'.

3. It tracks EVERY investment in One Dashboard

Whether you invest in the ASX, property, crypto, US stocks or your friend's startup, Navexa lets you track everything in one dashboard. No more juggling multiple apps or spreadsheets.

4. It updates automatically (no more manual data entry)

New trades from your brokerage are automatically sent to Navexa. Hundreds of the top brokers are supported. But on the off chance yours isn't, you can email info@navexa.com and they'll set yours up. You'll never need to waste hours updating a spreadsheet again.

5. Your Data Is Secured By Bank-Grade Security

Navexa’s founder, Navarre Trousselot, spent years building sophisticated financial software for Australia's biggest financial firms, including NAB, MLC and JBWere. He installed similar levels of security into Navexa so your data is 100% secure.

6. You can manage multiple portfolios in one account

Managing investments for yourself, your SMSF, and maybe your partner and kids too? Navexa lets you manage all your portfolios under one account. Create separate tracking for different strategies, goals, or family members—all while maintaining comprehensive tax reporting for every entity.

7. Make better, more profitable, investment decisions

Navexa gives you detailed analysis on every dollar you've invested. Track your true performance, analyze sector allocation, understand contribution by holding and spot potential tax-loss harvesting opportunities. Better data. Better investment decisions. Better returns.

8. Trusted by Financial Professionals

Navexa is used by accountants, wealth managers and financial advisors to track their clients investments and report their taxes.

"They've packed more tools and value into their product, at a more competitive price, than others in the market.

It's now easier than ever for self-directed investors to take advantage of powerful tax management tools covering CGT strategies, income versus growth analysis, franking credits, and manual parcel selection.

If you're looking to take the sting out of tax time this year, I recommend you give Navexa a try."

- Owen Rask, ex-investment analyst, certified financial advisor, founder of Rask

9. Navexa is Guaranteed to make Your tax time easier

Navexa makes tax time so much easier for Australian investors, they can afford to offer a six-month money-back guarantee. On the off-chance it doesn't make your tax time easier, you get a full refund - no questions asked.

What Aus Investors Say after Trying navexa

Easy setup. Uncluttered layout.

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

Mark Skinner
2 Jun 2025

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!

Shane Houstein
1 Nov 2024

This program is absolutely essential

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

rfhaynes
19 Mar 2025

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!

James P.
10 Jun 2025

I've used Sharesight before...

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.

Carl Gay
19 Mar 2025

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.

Daniel
15 Dec 2024

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.

Kylie Capil
19 Jun 2025

I'm really enjoying Navexa

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.

Adam Roberts
15 Feb 2025

Much easier than Sharesight

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.

Toby K
19 Sept 2024

Pricing

Monthly
Annually
Save 3 months with annual plans

🤝🏻 Six-month satisfaction guarantee on every plan

Great for tracking & reporting on a single small portfolio.

$20.00AUD/mo
$240.00 AUD billed annually
  • Unlimited holdings
  • 1 Portfolio
  • Investment tracking
  • Tax reporting
  • Tax optimisation
Most Popular

Standard

Perfect for investors who want all the advanced tools.

$25.00AUD/mo
$300.00 AUD billed annually
Everything in Basic
  • Unlimited holdings
  • 1-3 Portfolios
  • Investment tracking
  • Tax reporting
  • Advanced tax optimisation
  • Advanced investment analysis

Best for experienced investors managing multiple entities.

$40.00AUD/mo
$480.00 AUD billed annually
Everything in Standard
  • Unlimited holdings
  • 1-10 Portfolios
  • Investment tracking
  • Tax reporting
  • Advanced tax optimisation
  • Advanced investment analysis

Best for accountants, advisors, and family offices.

Starting from
$99.00AUD/mo
Everything in Premium
  • Unlimited holdings
  • 1-10 Portfolios
  • Investment tracking
  • Tax reporting
  • Advanced tax optimisation
  • Advanced investment analysis
  • Client portal

Great for tracking & reporting on a single small portfolio.

$27.00AUD/mo
Billed monthly
  • Unlimited holdings
  • 1 Portfolio
  • Investment tracking
  • Tax reporting
  • Tax optimisation
Most Popular

Standard

Perfect for investors who want all the advanced tools.

$34.00AUD/mo
Billed monthly
Everything in Basic
  • Unlimited holdings
  • 1-3 Portfolios
  • Investment tracking
  • Tax reporting
  • Advanced tax optimisation
  • Advanced investment analysis

Best for experienced investors managing multiple entities.

$54.00AUD/mo
Billed monthly
Everything in Standard
  • Unlimited holdings
  • 1-10 Portfolios
  • Investment tracking
  • Tax reporting
  • Advanced tax optimisation
  • Advanced investment analysis

Best for accountants, advisors, and family offices.

Starting from
$99.00AUD/mo
Everything in Premium
  • Unlimited holdings
  • 1-10 Portfolios
  • Investment tracking
  • Tax reporting
  • Advanced tax optimisation
  • Advanced investment analysis
  • Client portal

Frequently Asked Questions

What can I track with Navexa?

Everything. We use official market data to deliver near real-time price and performance tracking. This includes the ASX, NYSE, NASDAQ, LSE, European exchanges and cryptocurrency markets. You can track gains, losses, incomes, currency return, trading fees, staking rewards, corporate actions (like mergers). You can also track Australian managed funds, cash accounts, and unlisted investments like property. 

How long does it take to upload data?

Just a few minutes. We have multiple ways you can add portfolio data to your Navexa account, from automated import to manually adding individual holding information. 

What happens at the end of my 14-day trial?

You select the plan that suits you best, and subscribe on either an annual or monthly basis. 

Is my portfolio data safe?

Navexa uses three layers of bank-level security. We use OAuth authentication, HTTPS communication, 100% data encryption — plus an additional layer of encryption between our servers and your browser. This means nobody can intercept the information passing between you and us. 

Does the tax reporting actually work?

It does. We’re proud to offer the most comprehensive and precise investment tax calculation, optimization and reporting for Australian investors. You can handle your capital gains, taxable income, preferred CGT strategies and more with your Navexa account. 

Why don’t you offer a free plan?

Because we serve investors who take their portfolio tracking seriously. We track billions of dollars worth of investments, and this requires significant digital resources. We prefer to use those resources for our paying customers, rather than support those who don’t believe in paying for a high-quality tracking account. 

Can I track on mobile?

Yes. We have a mobile app for iPhone and Android. You can track your portfolio, edit trades and more.

Does Navexa replace my accountant?

That’s up to you. We don’t claim to be a replacement for professional investment tax advice. Navexa is a tool for simplifying and speeding up your tax calculation and reporting. Many of our customers use us to help make their accountant’s job easier (and less costly). 

Can Navexa save me money at tax time?

Absolutely. Depending, of course, on your personal circumstances, and bearing in mind that we do not provide financial or tax advice. Most investors, for example, might struggle to switch between CGT strategies and therefore end up overpaying on their capital gains, when they could use a different strategy to bring that financial year’s obligations lower. With Navexa, you can simulate tax scenarios and test different calculation methods with ease — allowing you to make more tax-efficient decisions.

Make this year's tax time easy

Take the stress out of tax time. Connect your broker accounts. Choose your CGT strategy. And generate an ATO-ready report.