Australia's highest-rated portfolio tracker

Sort Your Investment
Taxes In Minutes

The easiest way to calculate, optimize and report all your investment taxes in 2025.

Try Navexa Free

"Exactly what I needed to file my return correctly."

Trustpilot

Auto-complete your ATO myTax report

Navexa’s manual parcel selection tool lets you sell the exact bundles of shares required to achieve your preferred, most tax-effective outcome.

Calculate your gains, harvest your losses

Navexa automatically calculates your capital losses and gains in seconds & auto-applies the ATO’s CGT discount on eligible holdings.

Navexa automatically calculates every cent of your portfolio’s taxable income

Never manually track down and add up your portfolio’s dividend income again. Your Navexa account determines all your portfolio income, including franking credits.

Take total control of your CGT with Navexa’s manual parcel selection tool

Calculate your portfolio taxes using the strategies and parcel selections of your choice, then plug in the results in seconds with Navexa’s effortless ATO myTax completion tool.

Select your optimal Capital Gains Tax (CGT) strategy

Set capital gains tax strategies for your investments at both the portfolio and holding levels. Choose from:

  • FIFO
  • LIFO
  • Minimise CGT
  • Minimise Gain
  • Maximise Gain

Navexa vs. Other Tracking Options

Features
Spreadsheets
Other Trackers
Full Performance Tracking (Including Income, Currency, Trading Fees)
Some
Automated Dividend Reinvestment Tracking
Some
Full Income Reporting
Some
Performance Benchmarking
Some
All Trades Report
Some
Full Crypto Reporting (Including Staking)
Track Portfolio On Mobile
Seamless Broker Integrations
Some
Xero Integration
Some
1-Click Tax Reporting
Bank-Grade Security
ATO myTax Report
Manual Parcel Selection
CGT Strategies
Some
Pricing
Free (but risky)
$25/mo
$20/mo

Seamless integration with hundreds of brokers

Never manually update a trade ever again. If we don’t already support your broker, we’ll make it happen.

Pricing

Monthly
Annually
Save 3 months with annual plans

🤝🏻 Six-month satisfaction guarantee on every plan

Basic

Great for tracking & reporting on a single small portfolio.

$20AUD/mo
$240.00 AUD billed annually
  • Unlimited holdings
  • 1 Portfolio
  • Investment tracking
  • Tax reporting
  • Tax optimisation
Start 14 day free trial
Most Popular

Standard

Perfect for investors who want all the advanced tools.

$25AUD/mo
$300.00 AUD billed annually
Everything in Basic
  • Unlimited holdings
  • 1-3 Portfolios
  • Investment tracking
  • Tax reporting
  • Advanced tax optimisation
  • Advanced investment analysis
Start 14 day free trial

Premium

Best for experienced investors managing multiple entities.

$40AUD/mo
$480.00 AUD billed annually
Everything in Standard
  • Unlimited holdings
  • 1-10 Portfolios
  • Investment tracking
  • Tax reporting
  • Advanced tax optimisation
  • Advanced investment analysis
Start 14 day free trial

Pro

Best for accountants, advisors, and family offices.

Starting from
$99+AUD/mo
Everything in Premium
  • Unlimited holdings
  • 11+ Portfolios
  • Investment tracking
  • Tax reporting
  • Advanced tax optimisation
  • Advanced investment analysis
  • Client portal
Book a demo

Basic

Great for tracking & reporting on a single small portfolio.

$27.00AUD/mo
Billed monthly
  • Unlimited holdings
  • 1 Portfolio
  • Investment tracking
  • Tax reporting
  • Tax optimisation
Start 14 day free trial
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
Start 14 day free trial

Premium

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
Start 14 day free trial

Pro

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
Book a demo

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

Trustpilot

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.

Try Navexa Free