Navexa Portfolio Tracker

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 remains yours — encrypted by bank-grade security and never shared with third parties.

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.

Terms of Use (EULA): https://www.navexa.com/terms
Privacy Policy: https://www.navexa.com/privacy