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
평가 및 리뷰
이 앱은 개요를 표시할 만큼 충분한 리뷰 또는 평가를 받지 않았습니다.
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.
버전 3.0.4
Navexa 개발자가 아래 설명된 데이터 처리 방식이 앱의 개인정보 처리방침에 포함되어 있을 수 있다고 표시했습니다. 자세한 내용은 개발자의 개인정보 처리방침 을 참조하십시오.
사용자에게 연결된 데이터
다음 데이터가 수집되어 신원에 연결될 수 있습니다.
재무 정보
사용자에게 연결되지 않은 데이터
다음 데이터가 수집될 수 있지만 신원에는 연결되지 않습니다.
연락처 정보
개인정보 처리방침은 사용하는 기능이나 사용자의 나이 등에 따라 달라질 수 있습니다. 더 알아보기
