Navexa
navexa.com
Portfolio tracker syncing trades from 175+ brokers and exchanges to report annualised returns, dividends and benchmarks; tax reports are Australia-only.
What it is
Navexa imports your trades from brokers and crypto exchanges, over 175 of them including Schwab, Interactive Brokers, Fidelity, Robinhood and Webull, and turns them into performance figures that a brokerage statement does not give you: annualised returns, capital gains, dividend income and currency gains, measured against an index of your choice. It covers stocks, ETFs, crypto, cash and property, including holdings on international exchanges, on the web and in iOS and Android apps.
The three plans all include unlimited holdings, broker sync, dividend tracking, performance reports and custom benchmarking. They differ mainly in how many portfolios you can keep: one on Basic, three on Standard, ten on Premium. Standard adds an income calendar and advanced analysis reports, and Premium adds custom holding groups and priority support.
US investors should know one thing before paying. Navexa is based in Melbourne, and its help centre states that tax calculation and reporting are supported for Australian customers only, on the July to June financial year. American users get the performance, dividend and benchmarking tools, but not a US capital gains report. There is a 14-day free trial without a card, and Navexa will refund subscription fees if you cancel within six months of your first payment.
Key features
- Broker sync
- Automatic trade import from 175+ brokers and exchanges, including Schwab, Interactive Brokers, Fidelity, Robinhood, Webull and DEGIRO.
- Performance reporting
- Annualised returns split into capital gains, dividend income and currency gains, rather than a simple balance change.
- Custom benchmarks
- Compare any portfolio against the index you choose.
- Dividend tracking
- Records dividend income on every plan; Standard and Premium add a calendar of upcoming income.
- Multiple portfolios
- One portfolio on Basic, three on Standard and ten on Premium, with extra portfolios available for a monthly fee.
- Australian tax reports
- Capital gains and income tax reports for the Australian Tax Office; not available for US tax.
Pricing
| Plan | Price | What you get |
|---|---|---|
| Basic | $7.50/mo or $90/yr | 1 portfolio, unlimited holdings, broker sync, dividends, benchmarking |
| Standard | $10.50/mo or $126/yr | Up to 3 portfolios, income calendar, advanced analysis reports |
| Premium | $16/mo or $192/yr | Up to 10 portfolios, 10 custom holding groups, priority support |
Prices in USD. 14-day free trial with no credit card. Extra portfolios cost from $3/mo on Standard and $5/mo on Premium. Six-month money-back guarantee on subscription fees.
Free option: A 14-day free trial with no credit card required. There is no permanent free plan.
Checked September 25, 2026 on navexa.com. Prices change; confirm on the provider's site before you subscribe.
Strengths
- Wide broker support, including the main US brokers
- Returns broken down into capital gains, dividends and currency effects
- Low entry price with unlimited holdings on every plan
- Refund of subscription fees if you cancel within six months
Limitations
- Tax calculation and reporting are for Australian customers only
- The Basic plan allows a single portfolio
- The income calendar and advanced reports start at the Standard plan
- It tracks and reports only; you cannot trade through it
Good fit for
- Long-term investors who want true annualised returns including dividends
- Investors with accounts at several brokers or exchanges
- Investors holding shares on international exchanges
Look elsewhere if
- US investors who need capital gains tax reports
- Active traders who want per-trade journal analytics
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Navexa questions
How much does Navexa cost?
Basic is $7.50 a month, Standard $10.50 and Premium $16, or $90, $126 and $192 a year. There is a 14-day free trial.
Does Navexa do US tax reports?
No. Navexa states that tax calculation and reporting are currently supported for Australian customers only.
Which brokers does Navexa connect to?
More than 175 brokers and exchanges, including Schwab, Interactive Brokers, Fidelity, Robinhood and Webull.
Does Navexa have a mobile app?
Yes, there are iOS and Android apps alongside the web version.
Written from Navexa's own website and documentation. All Trading Tools lists and compares tools; it does not recommend trades or give financial advice. Sources: navexa.com, navexa.com/pricing, help.navexa.com/en/articles/8878838-capital-gains-tax-settings, help.navexa.com/en/articles/8878839-creating-a-capital-gains-tax-report.