Starting at $12 per month
View PricingOverview
What is 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…
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Free
$0
Cloud
Standard
$12
Cloud
per month
Plus
$15
Cloud
per month
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.navexa.io/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $12 per month
Product Details
- About
- Tech Details
What is 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.
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.
Navexa Screenshots
Navexa Video
Navexa founder, Navarre, walks viewers through every screen and button of the Navexa Portfolio Tracker, demonstrating tasks from uploading a portfolio file into a Navexa account, to running automated capital gains tax reports, and creating personal investment goals.
Navexa Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | Australia, United States |
| Supported Languages | English |
