Navexa

Navexa is a portfolio performance tracking & tax reporting tool that helps individuals optimize their investment journey.

The web and mobile-based platform integrates with both stock broker and crypto exchange accounts to provide comprehensive, detailed portfolio performance tracking.

Navexa's performance calculation engine shows users their simple and CAGR returns, and breaks performance down by capital gains, dividend income and currency gain at both the portfolio and individual holding level.

As well as investment performance, the platform records dividend payments (including DRP), stock splits, mergers and other corporate actions, using official market data from the NASDAQ, NYSE, ASX and global crypto exchanges.

Navexa's tax calculation and reporting tools allow users to collate, optimize and prepare tax reports for both capital gains and taxable income. The platform also offers different tax strategy options at the holding level (e.g. FIFO, LIFO & more) enabling users to customize and optimize their investment activity reporting for tax purposes.