Navexa

Navexa

Contains ads

About this app

Most portfolio apps give you a number. Navexa gives you the truth.

Track & analyze all your stock, ETF, crypto and cash holdings in a unified account. See your capital growth, income, currency gains & losses, and most importantly, your annualized, compounding total performance, benchmarked against the market, from the multi-portfolio level down to each individual buy and sell.

PURE PERFORMANCE CLARITY
• Total return, capital growth, dividends and currency — no smoke, no mirrors.
• Benchmark against your index of choice to understand your performance versus the market.
• Drill into performance by portfolio, sector, holding and parcel.

SUPERIOR INCOME INTELLIGENCE
• A clean calendar of every dividend, paid and incoming
• Actual vs estimated income across your whole portfolio
• Measure how much your income is contributing to your total performance

AUTOMATED TAX CALCULATION & OPTIMIZATION
• Capital gains tracked & calculated automatically
• Taxable income summaries and ATO myTax-ready figures
• Deploy CGT strategies (FIFO, LIFO, Min/Max Gain) or use Manual Parcel Selection

SERIOUS TRACKING FOR SERIOUS INVESTORS
• Seamlessly connect your broker and import trades in minutes.
• Run multiple portfolios and custom groups
• Add files and notes to holdings and trades

With Navexa, your data is yours. We never sell it, and we don't use it to train AI models. The providers we work with are listed at https://www.navexa.com/subprocessors

Get started free.

Note: Navexa is a portfolio tracking and reporting tool, not a financial adviser. It does not provide financial, tax or legal advice.

What’s new

Sharper holdings, and an app that remembers how you like to work.

- Holdings list: two metrics per row, collapsible group totals, tap to expand
- Every portfolio remembers its own filters, sort and date range
- Create and edit Portfolio Views right in the app
- See your holdings in local currency
- iPad fixes: trade editing, confirm icons, layout polish
- Android sign-in no longer interrupted by an app picker

Go see your real returns.