Stocks, ETFs, crypto, cash — every dollar you own, tracked and benchmarked in real time. See your true returns, catch every dividend, and breeze through tax time.
Most portfolio apps give you a number. Navexa gives you the truth.
Track & analyze all your stock, ETF, crypto and cash holdings in a unified account. See your capital growth, income, currency gains & losses, and most importantly, your annualized, compounding total performance, benchmarked against the market, from the multi-portfolio level down to each individual buy and sell.
PURE PERFORMANCE CLARITY
• Total return, capital growth, dividends and currency — no smoke, no mirrors.
• Benchmark against your index of choice to understand your performance versus the market.
• Drill into performance by portfolio, sector, holding and parcel.
SUPERIOR INCOME INTELLIGENCE
• A clean calendar of every dividend, paid and incoming
• Actual vs estimated income across your whole portfolio
• Measure how much your income is contributing to your total performance
AUTOMATED TAX CALCULATION & OPTIMIZATION
• Capital gains tracked & calculated automatically
• Taxable income summaries and ATO myTax-ready figures
• Deploy CGT strategies (FIFO, LIFO, Min/Max Gain) or use Manual Parcel Selection
SERIOUS TRACKING FOR SERIOUS INVESTORS
• Seamlessly connect your broker and import trades in minutes.
• Run multiple portfolios and custom groups
• Add files and notes to holdings and trades
With Navexa, your data is yours. We never sell it, and we don't use it to train AI models. The providers we work with are listed at https://www.navexa.com/subprocessors
Get started free.
Note: Navexa is a portfolio tracking and reporting tool, not a financial adviser. It does not provide financial, tax or legal advice.
Terms of Use (EULA): https://www.navexa.com/terms
Privacy Policy: https://www.navexa.com/privacy
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Sharper holdings, and an app that remembers how you like to work.
- Holdings list: two metrics per row, collapsible group totals, tap to expand
- Every portfolio remembers its own filters, sort and date range
- Create and edit Portfolio Views right in the app
- See your holdings in local currency
- iPad fixes: trade editing, confirm icons, layout polish
- Android sign-in no longer interrupted by an app picker
Go see your real returns.
Version 3.0.4
The developer, Navexa, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Financial Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Contact Info
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Navexa Services Pty Ltd
Size
66 MB
Category
Finance
Compatibility
Requires iOS 15.1 or later.
iPhone Requires iOS 15.1 or later.
iPad Requires iPadOS 15.1 or later.
iPod touch Requires iOS 15.1 or later.
Mac Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
