Navexa

What it is

Navexa is a portfolio tracker from Melbourne, founded in 2017 by a solo developer, sold as two different products under one name. On the Australian site it is a tax tool: every sale is matched to the purchase parcels it came from, the 50% CGT discount is applied parcel by parcel to holdings kept over a year, and the year is totalled into a report laid out against the field codes of the ATO's myTax return. On the global site, in US dollars, the same software is a performance and income tracker with the tax half switched off.

The performance numbers use a modified Dietz method, so deposits and withdrawals are weighted by when they happened, and every return is split into capital gain, income and currency movement that sum to the total. Brokerage goes into the cost base. Benchmarks are any listed security or coin, with the S&P 500, Nasdaq 100, ASX 200 and Bitcoin preset.

Pricing

No free plan, a 14-day trial without a card, and, for new customers, annual billing only. The pricing page opens on the annual toggle and also offers a monthly one, but the help centre says monthly billing is closed to anyone signing up now — trust the help centre here, it was updated on 28 September 2026 and it is the page describing what checkout actually does.

In Australia that is A$240, A$300 and A$480 a year including GST for one, three and ten portfolios, and Pro for advisers from A$180 a month. All three individual plans carry the CGT, taxable income and myTax reports; Standard adds unrealised CGT, and only Premium lets you choose which parcels a sale draws from. The US-dollar plans are 90, 126 and 192 dollars a year and include no tax reports. One portfolio is one tax entity — you, a joint account, an SMSF, a trust — so a household with an SMSF is already on Standard.

Data & coverage

Listed shares and ETFs on the ASX, NYSE and Nasdaq at a 20-minute delay, and end-of-day on most other markets: TSX and TSX Venture, LSE, Xetra and Frankfurt, the Euronext venues, Switzerland, the Nordics, Hong Kong, mainland China, Korea, Taiwan, Brazil, Mexico, Israel, South Africa and more. Australian managed funds, crypto at one-minute pricing, cash accounts, investment properties and manual custom assets round it out. Splits, consolidations and dividend reinvestment are handled automatically.

Integrations

Navexa claims 175+ broker and exchange integrations over OAuth or API keys, covering the Australian retail brokers — CommSec, SelfWealth, Stake, Superhero, nabtrade, Pearler — alongside Interactive Brokers, Schwab, Fidelity and Robinhood, plus a CSV import for anything else. Exports are XLSX and PDF.

There is a public REST API on every plan, with API keys for your own data and OAuth for third-party apps, rate-limited per portfolio held. And there is a hosted MCP server at mcp.navexa.com, which answered an unauthenticated request with 401 on 4 October 2026. It exposes up to 43 tools in selectable modes, from a read-only set of 15 to one that can create and delete trades, so an AI assistant can run the CGT report or simulate a sale against your real holdings.

Limitations

• Tax reporting is Australian only. Not New Zealand, not the UK, not the US.
• No NZX, Tokyo, Singapore or Indian listings. Navexa says the last three are planned for 2026; NZX has no date. Those holdings have to be custom investments with manual prices.
• The integration list is not pruned. It still names FTX and Bittrex, both shut, so 175+ overstates what will actually connect.
• Annual payment upfront from day one, though the six-month refund window takes most of the risk out of it.

Alternatives

Sharesight is the incumbent this is usually weighed against: a free plan, monthly billing, and tax engines for Australia, New Zealand and Canada. Portseido and Snowball Analytics have free plans and no tax reports, which is the right trade for an investor outside Australia — the USD Navexa plans give up the one thing that sets Navexa apart. See all portfolio trackers.