Navexa

Navexa is a powerful investment tracking platform designed to give individual investors, financial advisors, and accountants a complete view of their portfolios in one centralized dashboard. It supports a wide range of assets including global stocks, cryptocurrencies, cash accounts, and unlisted investments such as property, enabling comprehensive portfolio visibility. By integrating directly with hundreds of brokers, Navexa automates trade imports, eliminating manual data entry and ensuring accuracy. The platform provides detailed performance analytics, breaking down returns into capital gains, income, currency effects, and fees. It also includes benchmarking tools that allow users to compare their portfolios against indices and funds. A standout feature is its advanced tax reporting system, which helps users calculate capital gains, manage taxable income, and optimize tax strategies using tools like manual parcel selection and CGT simulations. With bank grade security and mobile accessibility, Navexa ensures data protection and convenience. Its scalable pricing plans cater to both individual investors and professionals managing multiple portfolios, making it a comprehensive solution for tracking, analyzing, and optimizing investment performance efficiently.