# Navexa Australian portfolio tracker built around parcel-level CGT and the ATO myTax report. *https://stockmarketstack.com/tools/navexa · Stock Portfolio Trackers* ## Facts ### At a glance | Field | Value | | --- | --- | | Vendor | Navexa | | Category | Stock Portfolio Trackers | | Job | tax | | Website | https://www.navexa.com | | Pricing model | subscription | | Free tier | false | | Open source | false | | Licence | none | | Self-hosted | false | | Tested hands-on | false | | Last updated | 2026-10-04 | ### Pricing | Tier | USD | Period | | --- | --- | --- | | Basic (AUD) | 240 AUD | year | | Standard (AUD) | 300 AUD | year | | Premium (AUD) | 480 AUD | year | | Pro (AUD) | 180 AUD | month | | Basic (USD) | 90 USD | year | | Standard (USD) | 126 USD | year | | Premium (USD) | 192 USD | year | ### Coverage | Field | Value | | --- | --- | | Asset classes | stocks, etf, mutual_funds, crypto, real_estate | | Markets | au, us, ca, uk, eu, asia, latam | | Works outside the US | true | | Data latency | delayed | | Platforms | web, ios, android | | AI features | none | ### Interfaces | Field | Value | | --- | --- | | API | true | | Webhooks | false | | Scripting | none | | Python | false | | Spreadsheet add-in | false | | MCP server | true | | Export | xlsx, pdf, api | ### Capabilities Yes: portfolio_tracking, broker_import, tax_reporting No: charting, screening, scanning, backtesting, automation, live_trading, paper_trading, alerts, news, options_analysis *Verified: pricing 2026-10-04; capabilities 2026-10-04; coverage 2026-10-04.* ## 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](https://stockmarketstack.com/tools/sharesight) is the incumbent this is usually weighed against: a free plan, monthly billing, and tax engines for Australia, New Zealand and Canada. [Portseido](https://stockmarketstack.com/tools/portseido) and [Snowball Analytics](https://stockmarketstack.com/tools/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](https://stockmarketstack.com/categories/portfolio-trackers). ## FAQ ### Does Navexa produce tax reports outside Australia? No. The CGT, taxable income, unrealised gains and ATO myTax reports exist only on the AUD plans, and Navexa's own help centre states that USD plans include no tax reporting at all. An investor in the US, UK, Canada or New Zealand gets performance and income tracking and has to build the tax figures elsewhere. ### Can I pay for Navexa monthly? Not as a new customer. The pricing page still has a Monthly toggle showing A$27 or US$10 for Basic, but Navexa's help centre, updated 28 September 2026, says new customers pay the full annual amount upfront on every AUD and USD plan. Existing monthly subscribers keep monthly billing until they change plan or cancel. ### Is there a free version of Navexa? No. There is a 14-day trial with Premium features and no card, and a demo portfolio. After the trial the account stays readable but you cannot keep using it without a plan. The trade-off is a six-month money-back guarantee written into Navexa's terms, which is unusually long. ### How does Navexa compare with Sharesight for an Australian investor? Both produce ATO-ready CGT and income reports and both sync from most Australian brokers. Navexa is cheaper at the bottom — A$240 a year for one portfolio with the myTax report — and offers five parcel-matching methods including manual selection on Premium. Sharesight has a free plan and tax engines for New Zealand and Canada as well, which Navexa does not. ## Also worth comparing - [TradeLog](https://stockmarketstack.com/tools/tradelog.md) — Wash sales and Form 8949 rebuilt from raw broker trade history, not from the 1099-B. - [Delta](https://stockmarketstack.com/tools/delta.md) — One valuation view over a mixed stock-and-crypto book, owned by a broker. - [DivvyDiary](https://stockmarketstack.com/tools/divvy-diary.md) — A personal dividend calendar and forward income figure, built around German brokers. - [getquin](https://stockmarketstack.com/tools/getquin.md) — EU-first portfolio tracker with open-banking broker imports and a social feed. - [Ghostfolio](https://stockmarketstack.com/tools/ghostfolio.md) — Self-hosted open source portfolio tracking, or a hosted account for USD 48 a year. - [Kubera](https://stockmarketstack.com/tools/kubera.md) — One balance sheet for brokerage accounts, crypto wallets, property and private holdings.