---

Screenshots

---

Details

---

---

Navexa Main Features

• Mobile Tracking
  You can track your portfolio and make changes using the Navexa mobile app for iPhone and Android.
• Advanced Reporting
  The SaaS offers detailed reporting options for users managing multiple portfolios.
• Bank-Grade Security
  Your data is safe with Navexa, as it uses strong security measures to protect your information.
• Custom CGT Strategies
  Navexa allows you to choose different strategies for capital gains tax to help you save money.
• Flexible Pricing Plans
  Navexa has different pricing plans to suit individual investors, financial advisors, and accountants.
• Benchmarking Performance
  You can compare your investment performance against any fund or index to see how well you are doing.
• Fully Automated Tracking
  Just connect your broker accounts, and Navexa will automatically track your performance and trading fees.
• Year-Round Tax Reporting
  Navexa provides detailed tax reporting for Australian investors, helping you manage capital gains and taxable income easily.
• Accurate Portfolio Tracking
  Navexa helps you track all your investments in one place, including stocks, cash accounts, cryptocurrencies, and more.
• Seamless Broker Integrations
  Navexa connects with many brokers, so you never have to update your trades manually.

Navexa Benefits

• Mobile tracking
  You can track your investments on your phone, making it convenient to check your portfolio anytime, anywhere.
• Year-round tax insight
  With precise tax reporting, Navexa helps you manage your taxes better, reducing stress and saving you time during tax season.
• Fully automated tracking
  You can connect your trading accounts, and Navexa will automatically track your performance, saving you time and effort.
• Simulating tax scenarios
  You can test different tax strategies with Navexa, allowing you to make smarter decisions about your investments.
• Accurate portfolio tracking
  Navexa helps you see all your investments in one place, making it easy to understand how your money is doing.
• Comprehensive tax reporting
  Navexa provides detailed tax calculations, helping you optimize your tax situation and potentially save money.
• Seamless broker integration
  Navexa connects easily with many brokers, so you never have to manually update your trades again.
• Benchmarking investment performance
  Navexa allows you to compare your investments against funds or indexes, helping you see how well you are doing.

Who should use Navexa?

• Accountants
  They can simplify tax calculations for their clients and save time on reporting.
• Financial Advisors
  They can manage multiple clients' portfolios easily and provide better tax reporting.
• Individual Investors
  They can track all their investments in one place and see how well they are doing.

---

Verified Badge

---

Navexa Alternatives

---

Technologies Used

View All Technologies