Navexa Reviews 

I've been extremely impressed with Navexa. It's an intuitive and well-designed platform that makes tracking investment portfolios simple, accurate, and insightful. The ability to consolidate multiple investments into a single dashboard, automatically track performance, dividends, and capital gains, and generate detailed reports has saved me countless hours.

What really sets Navexa apart is the clean user interface and the depth of analytics. Whether you're a casual investor or managing a more complex portfolio, it provides the information you need without overwhelming you. The tax reporting features are particularly valuable and make end-of-financial-year preparation much easier.

Customer support has also been excellent—responsive, knowledgeable, and genuinely committed to helping users get the most from the platform.

I would highly recommend Navexa to anyone looking for a professional yet easy-to-use portfolio management solution. It has become an essential tool for managing my investments and gives me confidence that I always have an accurate view of my portfolio's performance.

Navexa makes doing capital gains tax calculations so much easier. There was a little bit of a learning curve to get started and familiarize myself with the interface but its very intuitive and nicely designed. The initial CSV import worked well to get all of my historical trade data loaded into the account and now that it is synced to my trading account there should be fairly minimal work required to get future tax reports calculated. As well as being brilliant at working out tax, it is also now my primary tool for checking my portfolio and having a better understanding of all the data due to the options it gives you to customize holdings groups and filter things easily.

The best thing I have done since investing in the share market was to dump my spreadsheets and subscribe to Navexa. Once subscribed I was surprised at the amount of time it has saved me from entry of trades to tax time. Also, this is a very dynamic company that has just upgraded their total offerings from their website to their mobile app. I also feel very comfortable with their ability to handle the future budget requirements whatever they may be. You are kept updated with regular webinars that are also all available on you tube.

its a great tool, I like the concept, but I couldnt really do much with it. My case wasn't very hard and ended up doing it myself.

So easy to finally see total returns for each investment. Makes the cost base adjustment for ETF's super simple - so easy to import the pdf and it's all done. Worth the sub just for that alone.

Easy to use platform and great tax reporting function

Simple and easy. And great at tax time

I'm a beginner investor and got to know Navexa recently. No other platform provides what Navexa does. They navigate the intricate tax legislation offering a good solution.

Besides, Navarre add value by sharing videos on YouTube and Webinars. So far, no issue with Navexa. It will assist me to lodge my own tax return due to its reports.

I am new to this 1st year investing. 2025-2026.
I am happy I found Navexa and start with a clean slate from the start.Thank you.

Very helpful to manage trades as well optimising Tax.

Fantastic software, great way to manage my portfolio and tax time much easier.

Looks nice and easy to follow along. You have great training and how to's as well that assists us as the customer. Plus Australian which is very nice.

Extremely user friendly, the one thing I am hoping for is that the phone app gets more features.

I been with Navexa, probably from the year they got launched and has first handedly experienced the tremendous development their platform and their support service has gone through. I am with them for few years now for one main reason that they are voluntarily and personally available to guide/help when you need them, although their AI bot is also always there for generic prompt help as needed. I wish they would hold their technology and service passion always high going ahead too.

Ease of use, simplified integration with brokers. Intuitive interface.

Great product team.

Thanks
Mick

Support from James has been great!! You get a 4 instead of a 5 because there are some problems when I want to find out today's results (intraday)...probably due to the time differences between Australia and the US.

A system which is a MUST for those having numerous investment holdings across several brokers. Easy to use, intuitive and great dashboards to measure performance. Has Tax reporting to make that time of the year a breeze. Ability to handle multiple portfolios and consolidtae for overall performance view. Ive been managing my portfoio in the past manually in excel, however it is very time consuming, heavy on data entry and takes a lot of effort. The system also has the capability to link with your broker to auto import future trades (BUY & SELL) into the system. This system is a MUST have for those having large portfolio's and I highly recommend the same.

New still learning but love it so far, Dark mode is a great feature.