Navexa has solved problems for us that another company could not do. James was happy to explain how to operate the system in simple terms and patient while doing this. We are extremely happy with t... Ver mais
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Veja o que dizem as avaliações
Much more modern, better looking and easier to undertand than Sharesight. Their support team is fast to response as well. I can't imagine anyone who are serious in buying stocks to go without it (how... Ver mais
A empresa respondeu
Literally the fastest customer service people ever. I had an issue with my trial, and it was fixed in 20 minutes. AND importing all of my holdings from other platfforms made my tax return a breeze. Th... Ver mais
A empresa respondeu
I loved this service last time I used it but this time the prices are insane. $20 a month was steep but worth it for the features but the price it is now I'd never consider paying that much. I'm using... Ver mais
A empresa respondeu
Detalhes da empresa
Escrito pela empresa
Track portfolios, performance, dividends and tax reporting in one platform. Free 14-day trial: https://www.navexa.com
Informações de contato
50 Queen St, 3000, Melbourne, Austrália
- help@navexa.com
- navexa.com
Pede aos clientes que avaliem
Esta empresa convida seus clientes a deixarem avaliações, sejam elas positivas ou negativas
Respondeu a 66% das avaliações negativas
Normalmente responde dentro de 24 horas
Como esta empresa usa o Trustpilot
Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
As pessoas também visitaram
Easy to use and detailed oriented. 5 stars
Transferred my investment information from two platforms easily. Wish I had this years ago. Simple to use and gives great insight into stock history and performance ratios. A great tool if you still do self tax returns.
Great product just needs tweaking a bit
Easy to set up once I had the right csv format. Had easy integration into IBKR. Just some edge issues on the interface and some other stuff (which could be just me) that seem to need fixing.
Good. I think
I'm not a stockbroker, I'm not a mathlete. Just a bloke that needed help with my tax return. It does that bit reasonably well but I still feel I'm using only 5% of the software at best and wish there was a cheaper option that just did the tax and not all the sexy graphs

Resposta da Navexa
The experience is outstanding!
The experience is outstanding for my portfolio tracking but the most impressive thing is the attention the team show to the community through the ease of technical support and communication for any and all questions.
Great tax reporting
Great tax reporting. Good user interface. I went for a higher level of subscription for the portfolio breakdown feature. Unfortunately all Australian domiciled ETFs just show as Australian financials. Other than that its pretty good.
Help information could be better
It’s been good but some of the help information eg linking emails with platforms (cmc in my case) was inaccurate, pointing me to a different location etc. misguided me so delayed me linking up with integration with confirmations. I eventually found it in cmc by accident.
Great product with great support
Good platform with a lot of potential
Good platform with a lot of potential. Some limitations regarding the specific financial instruments which can be automatically tracked means a lot of manual data entry and management is still required.
Great product
Great product, essential for tax time, reasonable pricing, great and responsive customer support!
Brilliant product
Brilliant product, works perfectly, great customer support! Can thoroughly recommend
Platform functions perfectly
Platform functions perfectly, very accurate and has good features on reporting, especially for tax time.
Log in difficulties
I was able to contact Navarre to help me log in. I had first logged in by Google and forgot that choice. So couldn't log in again with a new password until that avenue of access had been used again. I was doubling up on my accounts. Now all fixed and am very happy with the use of Navexa. At last, I have before me a program which tells me exactly that which I intuitively knew had to be particularized when buying in parcels.
Powerful Portfolio Tracking & Tax Tools - A must have for Aussie Investors
Navexa has transformed how i manage my investments. The platform's user-friendly interface makes tracking multiple portfolios effortless, even across brokers. I appreciate the automated tax calculation ATO-ready reports, which save hours. The divided income calendar and support team is a game changer.
It was very easy to transfer my share…
It was very easy to transfer my share portfolio
great stuff
excellent software. the developers put a lot of work into it. clean, intuitive layout. dark mode appreciated
The only portfolio tracker you will ever need
Great way to track your portfolio. User interface is intuitive yet simple and easy to understand while simultaneously being complex in how it calculates your tax. In short, the only portfolio you will ever need. Keep up the great work Navarre and team!
Have not employed much to date but looks excellent
Have not employed much to date and I want to do manual checks on some capital gains setup. Have data from four brokers and I have some odd shares (ie FIXD) that are shown not on the ASX but CBOE. I did off market transfers and getting a coherent list of transactions is time consuming. Will complete over the next few weeks
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